Financial Consultant

PHP Financial Services

Financial Consultant

Corona, CA
Full Time
Paid
  • Responsibilities

    We are actively seeking Financial Services Sales Representatives who are self-motivated, results-driven, and eager to make a positive impact. This is not just a sales job—it’s a career opportunity for individuals who want to grow professionally while helping others achieve financial peace of mind. As a Financial Services Sales Representative with PHP Financial Services, you will play a critical role in educating clients on financial solutions, offering them life insurance and investment strategies that fit their needs. Whether you have previous experience in the financial services industry or are new to the field, PHP offers a unique blend of mentorship, ongoing training, and leadership opportunities. As part of our team, you will have access to state-of-the-art resources, a supportive network of professionals, and the opportunity to grow your own agency as you advance in your career. This role offers boundless earning potential through a competitive commission structure and additional bonuses based on performance. If you're looking for flexibility, freedom, and the chance to help others while building a successful career, PHP Financial Services is the place for you. We have extensive coaching and training to help you grow. Responsibilities: • Conduct client consultations in Corona, CA, US to understand financial needs and propose tailored solutions. • Present a variety of financial products such as life insurance, retirement planning, and savings options. • Educate individuals, families, and small business owners on the significance of life insurance and wealth-building strategies. • Expand client base through networking, referrals, and online marketing efforts in the Corona, CA area. • Foster long-term relationships with clients, offering continuous financial advice as circumstances change. • Achieve or surpass monthly and quarterly sales targets with a focus on ethics and customer satisfaction. • Engage in ongoing professional development and leadership training provided by PHP. • Collaborate with a diverse team of financial professionals to share knowledge and receive mentorship. Qualifications: • Must have a strong passion for financial literacy, assisting others, and achieving financial independence. • Excellent communication abilities are essential, with the capacity to explain intricate financial products in a clear, understandable manner. • A self-motivated individual with a solid work ethic, capable of managing their time effectively and taking initiative. • Should be team-oriented with the ability to collaborate, share best practices, and contribute positively to a team environment. • Willing to obtain a life insurance license, with guidance provided by PHP. • Committed to delivering exceptional customer service with a high level of integrity. • A high school diploma or equivalent is required, while a college degree in business, finance, or related field is advantageous but not mandatory. Compensation: $95,000 - $176,500 yearly

    • •
    • Conduct client consultations in Corona, CA, US to understand financial needs and propose tailored solutions. •
    • Present a variety of financial products such as life insurance, retirement planning, and savings options. •
    • Educate individuals, families, and small business owners on the significance of life insurance and wealth-building strategies. •
    • Expand client base through networking, referrals, and online marketing efforts in the Corona, CA area. •
    • Foster long-term relationships with clients, offering continuous financial advice as circumstances change. •
    • Achieve or surpass monthly and quarterly sales targets with a focus on ethics and customer satisfaction. •
    • Engage in ongoing professional development and leadership training provided by PHP. •
    • Collaborate with a diverse team of financial professionals to share knowledge and receive mentorship.

  • Compensation
    $95,000-$176,500 per year