Financial Services Consultant

4 weeks ago


Corona, California, United States PHP Financial Services Full time
Job Title: Financial Services Representative

About the Role:
PHP Financial Services is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a crucial role in helping individuals and families make smart financial decisions by offering life insurance and investment strategies tailored to their needs.

Key Responsibilities:
  • Client Consultations: Meet with clients to understand their financial needs and recommend the best solutions.
  • Product Offerings: Provide financial products like life insurance, retirement plans, and savings options.
  • Customer Education: Help clients understand why life insurance and wealth-building strategies are important and guide them in making informed decisions.
  • Networking & Client Acquisition: Grow your client base through referrals, networking, and marketing strategies.
  • Relationship Building: Develop long-term relationships with clients, offering ongoing advice and support as their financial needs change.
  • Sales Targets: Hit or exceed your sales goals while providing top-notch customer service.
  • Training & Development: Keep learning through PHP's training programs, improving your product knowledge and leadership skills.
  • Team Collaboration: Work closely with other financial professionals, share ideas, and receive ongoing support from mentors.

What We Offer:
  • World-class mentorship to guide you every step of the way.
  • Ongoing professional development and training, so you'll always be ahead of the curve.
  • Access to state-of-the-art resources and a supportive team to help you build your skills and your business.

Compensation:
$85,000 - $185,000 yearly

Requirements:
  • Entrepreneurial Spirit: Motivated individuals who are passionate about financial literacy, helping others, and achieving financial independence.
  • Strong Communication Skills: Excellent interpersonal skills with the ability to explain complex financial products in a simple, easy-to-understand way.
  • 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, share best practices, and contribute to a positive team environment.
  • Licensing: Willingness to obtain a life insurance license (required; PHP will provide guidance on how to get licensed).
  • Customer-Focused: A commitment to providing outstanding customer service and a high level of integrity.
  • Education: High school diploma or equivalent required; a college degree in business, finance, or a related field is a plus but not necessary.

About PHP Financial Services:
Our mission is to 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; therefore, we foster connections that go beyond transactions, empowering our team to grow not only as professionals but as leaders in every aspect of their lives. Together, we create a supportive community that values high standards and encourages personal and professional development, ensuring that every member thrives on their journey.

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