Financial Life Insurance Services Representative

PHP Ontario

Financial Life Insurance Services Representative

Ontario, CA
Full Time
Paid
  • Responsibilities

    Launch Your Career as a Life Insurance & Financial Planning Consultant with PHP Financial Services Are you driven, people-focused, and ready to take control of your income and future? PHP Financial Services is actively seeking ambitious individuals to join our growing team as Life Insurance & Financial Planning Consultants. Whether you’re looking for a career change or starting fresh, we’ll provide the tools, training, and mentorship to help you succeed. What You’ll Do: As a consultant, you'll work with individuals and families to help them plan, protect, and build their financial futures through life insurance and other financial strategies. You'll become a trusted advisor—empowering clients to make confident financial decisions. Key Responsibilities: • Educate clients on life insurance and financial planning options • Help clients develop personalized protection and wealth-building strategies • Follow up with prospective and current clients to maintain strong relationships • Attend training sessions to develop industry knowledge and sales skills • Build a long-term career with opportunities for leadership and advancement Why Join PHP Financial Services?Unlimited Earning Potential: Commission-based income with bonuses—earn what you’re worth • Ongoing Training & Mentorship: We offer hands-on coaching and professional development • Leadership Opportunities: We promote from within—grow into management and team leader roles • Flexible Schedule: Enjoy the freedom to build a schedule that fits your lifestyle • Supportive Culture: Collaborate with a team that’s invested in your success Who We’re Looking For: • Self-motivated individuals with strong communication skills • Passion for helping others and making a difference • Entrepreneurial mindset and goal-oriented personality • No prior experience required—training is provided • Must be eligible to obtain a life insurance license (we'll help you with the process) Why Now? The demand for financial guidance is higher than ever. Join a growing industry with real impact and lasting opportunity. At PHP Financial Services, we equip you to thrive—whether you're just starting or looking for a new chapter. Apply today and take the first step toward a rewarding career in financial services. Responsibilities: • Meet with residents in Ontario, CA to discuss their financial objectives and offer tailored financial solutions. • Present a variety of financial products, such as life insurance, retirement plans, and savings options, to clients in Ontario. • Educate clients in Ontario on the significance of life insurance and effective strategies for wealth accumulation to aid them in making well-informed choices. • Expand the client base in Ontario through referrals, networking efforts, and targeted marketing campaigns. • Cultivate lasting relationships with clients in Ontario, providing continuous guidance as their financial requirements evolve. • Exceed sales targets while providing exceptional customer service to individuals in Ontario. • Participate in PHP's training programs to enhance product knowledge and develop leadership skills. • Collaborate closely with other financial professionals for knowledge sharing and mentorship support. Qualifications: • The ideal candidate for the Financial Life Insurance Services Representative position in Ontario, CA, US should have a strong passion for entrepreneurship and a genuine commitment to fostering financial literacy while aiding individuals in achieving financial independence. • Excellent communication skills are crucial for this role, including the ability to simplify complex financial products effectively for clients. • We are looking for a motivated individual with a solid work ethic, capable of managing time efficiently and taking initiative independently. • Collaboration is key, and the candidate should be able to work harmoniously with colleagues, share best practices, and contribute positively to a team dynamic. • A willingness to obtain a life insurance license and a focus on delivering exceptional customer service with honesty and integrity are essential requirements for this position. • A high school diploma or equivalent is a must, and a college degree in business, finance, or related fields would be beneficial for the Financial Life Insurance Services Representative role in Ontario, CA, US. • The candidate must already hold the necessary license or demonstrate a strong willingness to acquire the required licensing for this position. Compensation: $89,000 - $193,400 yearly

    • •
    • Meet with residents in Ontario, CA to discuss their financial objectives and offer tailored financial solutions. •
    • Present a variety of financial products, such as life insurance, retirement plans, and savings options, to clients in Ontario. •
    • Educate clients in Ontario on the significance of life insurance and effective strategies for wealth accumulation to aid them in making well-informed choices. •
    • Expand the client base in Ontario through referrals, networking efforts, and targeted marketing campaigns. •
    • Cultivate lasting relationships with clients in Ontario, providing continuous guidance as their financial requirements evolve. •
    • Exceed sales targets while providing exceptional customer service to individuals in Ontario. •
    • Participate in PHP's training programs to enhance product knowledge and develop leadership skills. •
    • Collaborate closely with other financial professionals for knowledge sharing and mentorship support.

  • Compensation
    $89,000-$193,400 per year