Financial Services Consultant

1 day ago


Corona, California, United States PHP Financial Services Full time
Launch Your Career as a Financial Consultant

Are you ready to embark on a rewarding career in the financial services industry? PHP Agency is seeking ambitious individuals to join our team as Entry-Level Financial Consultants. No prior experience is required, as we provide comprehensive training and mentorship to help you succeed.

The Role:

As an Entry-Level Financial Consultant, you will work closely with clients to help them secure their financial future by offering life insurance, retirement planning, and investment solutions. You will be responsible for:

  • Meeting with individuals and families to assess their financial needs and recommend personalized life insurance and financial products
  • Presenting and explaining a variety of financial solutions, including life insurance, retirement plans, and savings strategies
  • Helping clients understand their options and guiding them through the decision-making process for protecting their financial future
  • Developing strategies to grow your client base through referrals, social media outreach, and local networking
  • Building long-term relationships with clients by providing ongoing financial advice and adjusting their plans as their needs evolve
Why PHP Agency?

We offer a dynamic and supportive environment where you can grow your career and achieve your financial goals. Our team is committed to helping you succeed, and we provide ongoing training and mentorship to ensure your success.

Qualifications:

No previous financial experience is required, but you must have:

  • A high school diploma or equivalent
  • Strong communication skills to explain financial concepts in simple terms
  • Motivation and a goal-oriented mindset to succeed in the financial services industry
  • An entrepreneurial mindset to build your own business
  • A willingness to obtain necessary licenses (life insurance license, PHP will provide guidance)
Compensation:

$85,000 - $175,000 yearly



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