Financial Planning Specialist

7 days ago


Corona, California, United States PHP Financial Services Full time
Unlock Your Potential as a Financial Planning Consultant

Are you a driven professional seeking a challenging role that offers financial rewards and the opportunity to make a meaningful impact? PHP Financial Services is looking for ambitious individuals to join our team as Financial Planning Consultants.

Key Responsibilities:

  • Conduct client consultations to assess financial needs and provide tailored solutions.
  • Offer a range of financial services products, including life insurance, annuities, and retirement planning.
  • Develop and implement marketing strategies to expand client base.
  • Build long-term relationships with clients, serving as a trusted financial advisor.
  • Meet or exceed sales targets while maintaining high standards of ethics and customer service.

Why Choose PHP Financial Services?

  • Unlimited Earning Potential: Our competitive commission structure and performance bonuses allow you to control your income.
  • Leadership & Growth Opportunities: We offer personal development and leadership training to help you advance quickly or build your own team.
  • Supportive Environment: Our dynamic, team-oriented atmosphere gives you the tools and support you need to thrive.
  • Flexibility: Set your own schedule and create a work-life balance that suits you.

Requirements:

  • Entrepreneurial Spirit: Motivated individuals who are passionate about financial literacy and helping others.
  • Strong Communication Skills: Excellent interpersonal skills to explain complex financial products.
  • Work Ethic: A self-starter with a strong work ethic, able to manage your own time and take initiative.
  • Team-Oriented: Ability to collaborate with others and contribute to a positive team environment.
  • Licensing: Willingness to obtain a life insurance license (required; we will provide guidance on how to get licensed).
  • Customer-Focused: A commitment to providing outstanding customer service and a high level of integrity.

About PHP Financial Services

We cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do. We believe that relationships are the foundation of success, empowering our team to grow not only as professionals but as leaders in every aspect of their lives.



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