Personal Finance Consultant

PHP Financial Services

Personal Finance Consultant

Corona, CA
Full Time
Paid
  • Responsibilities

    Unlock Your Future as a Personal Finance Consultant with PHP Financial Services! Are you tired of the typical 9-to-5 grind? Ready for a career that offers true freedom, flexibility, and boundless earning potential? If you're passionate about making a difference in people’s lives while building a successful career, PHP Financial Services is where your journey begins. We’re looking for Personal Finance Consultants who are driven, motivated, and eager to help others achieve financial security. This isn’t just another sales job—it’s a career that puts you in control of your future while empowering others to take control of theirs. Why Join PHP Financial Services? As a Personal Finance Consultant at PHP, you’ll become a trusted financial advisor, offering customized solutions like life insurance, retirement plans, and wealth-building strategies that fit your clients’ needs. You’ll be part of a team dedicated to improving financial literacy and helping families secure their futures. Imagine the pride of knowing you’ve made a lasting impact on someone’s life—while growing your own income and career in the booming financial services sector. What Makes PHP Stand Out? Whether you’re a seasoned expert or just starting out, PHP Financial Services offers the support and resources you need to succeed: • Unmatched Mentorship: Learn from top industry professionals who will guide you every step of the way. • Comprehensive Training: Access ongoing professional development and training to stay ahead of industry trends and sharpen your skills. • Cutting-Edge Tools: Leverage state-of-the-art resources and a supportive team to build your business and expand your client base. Your Earning Potential Has No Limits This role offers amazing income potential through a competitive commission structure and performance-based bonuses. The harder you work, the more you’ll earn—there is no ceiling. Plus, enjoy the ultimate work-life balance : set your own hours, work at your own pace, and create the life you want. Is This the Opportunity for You? If you’re ready for freedom, flexibility , and the chance to make a real difference while building a rewarding career, then PHP Financial Services is the place for you. Take control of your future—apply now and start your journey as a Personal Finance Consultant with PHP Financial Services today! No Experience we will train you Responsibilities: • Meet with clients residing in Corona, CA to gain insights into their financial needs and recommend appropriate solutions • Introduce a variety of financial products, including life insurance, retirement plans, and savings options, to clients in a clear and informative manner • Assist clients in understanding the significance of life insurance and strategies for wealth-building, enabling them to make well-informed decisions • Expand the client base in Corona, CA by leveraging referrals, networking, and effective marketing strategies • Foster long-lasting relationships with clients, offering continuous guidance and support as their financial needs evolve • Exceed sales targets while delivering exceptional customer service • Participate in PHP's ongoing training and development initiatives to enhance knowledge of products and leadership skills • Collaborate closely with fellow financial professionals, share ideas, and receive continuous mentorship and support Qualifications: • The ideal candidate should have a strong passion for promoting financial literacy and assisting individuals in achieving financial independence • Excellent communication skills are essential to effectively explain complex financial products to clients in a simplified manner • We are seeking a self-motivated individual with a strong work ethic who can take initiative independently • Ability to work collaboratively within a team environment and contribute positively to the overall team dynamic is crucial • Willingness to obtain a life insurance license and dedicated to delivering exceptional customer service to clients • While a high school diploma is required, having a business or finance degree is advantageous but not mandatory Compensation: $86,500 - $167,300 yearly

    • •
    • Meet with clients residing in Corona, CA to gain insights into their financial needs and recommend appropriate solutions •
    • Introduce a variety of financial products, including life insurance, retirement plans, and savings options, to clients in a clear and informative manner •
    • Assist clients in understanding the significance of life insurance and strategies for wealth-building, enabling them to make well-informed decisions •
    • Expand the client base in Corona, CA by leveraging referrals, networking, and effective marketing strategies •
    • Foster long-lasting relationships with clients, offering continuous guidance and support as their financial needs evolve •
    • Exceed sales targets while delivering exceptional customer service •
    • Participate in PHP's ongoing training and development initiatives to enhance knowledge of products and leadership skills •
    • Collaborate closely with fellow financial professionals, share ideas, and receive continuous mentorship and support

  • Compensation
    $86,500-$167,300 per year