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Financial Services Representative

1 month ago

Corona, California, United States PHP Financial Services Full time
Unlock Your Potential as an Entry-Level Financial Consultant

Are you ready to embark on a rewarding career in financial services? PHP Agency is seeking ambitious individuals to join our team as Entry-Level Financial Consultants, with no prior experience required.

About the Role

As an Entry-Level Financial Consultant, you will receive comprehensive training and mentorship to help you succeed in this exciting field. You will work closely with clients to assess their financial needs and provide personalized life insurance and financial solutions.

Key Responsibilities
  • Client Consultations: Meet with individuals and families to understand their financial goals and recommend tailored solutions.
  • Product Offerings: Present and explain a range of financial products, including life insurance, retirement plans, and savings strategies.
  • Customer Education: Help clients make informed decisions about their financial future by providing clear explanations and guidance.
  • Marketing & Networking: Develop strategies to grow your client base through referrals, social media outreach, and local networking.
  • Relationship Building: Foster long-term relationships with clients by providing ongoing financial advice and adjusting their plans as their needs evolve.
  • Sales Targets: Set and achieve monthly and quarterly goals while maintaining a high standard of ethics and customer service.
  • Professional Development: Participate in continuous training, workshops, and mentorship programs to enhance your skills and advance your career.
What We Offer
  • No Experience Needed: We provide comprehensive training and support to help you succeed.
  • Unlimited Earning Potential: With our competitive commission-based structure and performance bonuses, your earning potential is limitless.
  • Personal and Professional Growth: You'll receive ongoing professional development and training to help you continuously grow, both personally and professionally.
  • Flexibility & Freedom: Set your own hours and enjoy the flexibility to work at your own pace while maintaining a healthy work-life balance.
  • Supportive Environment: You'll be part of a dynamic, mission-driven team that's invested in your success every step of the way.
Requirements
  • No prior financial experience required—we provide comprehensive training.
  • High school diploma or equivalent (college degree is a plus but not required).
  • Strong communication skills—ability to explain financial concepts in simple terms.
  • Motivated and goal-oriented—a desire to succeed and grow in the financial services industry.
  • Entrepreneurial mindset—you're excited about building your own business.
  • Willingness to obtain necessary licenses (life insurance license, PHP will provide guidance).
  • Team player with the ability to work independently.
  • Strong work ethic and commitment to helping others.
  • Ability to handle rejection professionally and remain persistent.
  • Comfortable with flexible hours and a performance-based role.
About PHP Agency

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.