Job Description
Description Shape Your Future as a Financial Planning Consultant with PHP Financial Services Are you a motivated self-starter looking for a career that offers flexibility, financial rewards, and the opportunity to make a real difference? PHP Financial Services is seeking passionate individuals to join our team as Financial Planning Consultants and take charge of their future.
What You'll Do: As a Financial Planning Consultant, you'll do more than sell life insurance and financial products-you'll empower individuals and families to secure their financial futures. You'll serve as a trusted advisor, helping clients make informed decisions that protect their loved ones and build long-term wealth.
Why Choose PHP Financial Services? At PHP, we don't just offer a job; we offer a life-changing opportunity:
- Earning Potential: Our commission structure and performance-based bonuses mean you control your income. The harder you work, the more you earn-no salary caps.
- Leadership & Advancement Opportunities: We're committed to helping you succeed with personal development programs and leadership training to fast-track your growth.
- Dynamic Support System: Work in a team-focused environment that provides the resources and tools you need to excel.
- Unmatched Flexibility: Set your own schedule and create the work-life balance you've always desired.
Who We're Looking For: We're seeking individuals who are:
- Ambitious: Ready to take their career to new heights.
- Passionate: Dedicated to helping others achieve financial security.
- Entrepreneurial: Driven by the desire for personal and financial growth.
Why Now? The financial services industry is thriving, and there's never been a better time to build your career. With PHP Financial Services, you'll have the training, mentorship, and support you need to succeed-no prior experience required.
Take the Leap Today If you're ready for a high-energy career where your success is in your hands, join PHP Financial Services and start creating a future filled with possibility.
Apply now and begin your journey to transforming lives-starting with your own!
Responsibilities • Conduct thorough client consultations in Corona, CA to assess the unique financial needs of individuals, families, and small business owners, offering tailored financial solutions.
• Introduce a diverse range of financial products, including life insurance, annuities, retirement planning, and savings strategies, to meet the specific requirements of clients.
• Educate clients residing in Corona, CA about the importance of life insurance, estate planning, and wealth-building strategies, aiding them in making well-informed decisions.
• Devise and implement effective marketing strategies to expand the client base in Corona, CA through referrals, networking events, and online outreach efforts.
• Cultivate enduring relationships with clients as a dependable financial advisor, assisting them in adjusting their financial plans when necessary due to changing circumstances.
• Meet or exceed monthly and quarterly sales targets while upholding the utmost standards of ethics and customer service in Corona, CA.
• Participate in continuous professional development and leadership training provided by PHP, including advanced product training and workshops focused on personal growth.
• Collaborate with a diverse team of financial professionals to exchange insights, share best practices, and receive ongoing support and mentorship from industry experts specifically in Corona, CA.
Qualifications • The candidate must have a genuine interest in promoting financial literacy, helping others achieve financial independence, and demonstrating a passion for financial education.
• Strong verbal and written communication skills are essential for effectively simplifying complex financial products for clients.
• We are seeking a self-motivated individual with a strong work ethic who can efficiently manage their time and take proactive initiatives.
• Ability to collaborate effectively in a team setting, sharing best practices and contributing positively to the overall team dynamics is crucial.
• The candidate should be willing to pursue and obtain a life insurance license, with guidance provided by PHP Financial Services.
• Dedication to delivering exceptional customer service with honesty and integrity is a core value we are looking for in candidates.
• While a high school diploma is the minimum requirement, a college degree in business, finance, or related fields is advantageous but not mandatory.
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