Financial Planning Consultant

PHP Financial Services

Financial Planning Consultant

Corona, CA
Full Time
Paid
  • Responsibilities

    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. Compensation: $85,000 - $167,500 yearly

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    • 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.

  • Compensation
    $85,000-$167,500 per year