Personal Life Insurance Planning Consultant

PHP Financial Services - Orange County

Personal Life Insurance Planning Consultant

Anaheim, CA
Paid
  • Responsibilities

    Take Control of Your Career as a Financial Services Consultant – Life Insurance Focus PHP Financial Services | Training Provided | Commission + Bonuses | Flexible Schedule Are you ambitious, people-focused, and ready for a career that rewards effort, not just hours? PHP Financial Services is hiring Financial Planning Consultants to help individuals and families take control of their future through smart financial strategies, including life insurance and protection planning. Whether you’re experienced or brand new to the field, we provide full support and training to set you up for long-term success. What You’ll Do: • Educate clients on life insurance and financial planning options • Help families protect their future and build wealth with confidence • Grow your book of business with guidance, tools, and mentorship • Represent a trusted brand with a fast-growing national footprint Why PHP Financial Services? • Upside Income Potential : Commission-based with bonus opportunities—earn what you’re worth • Training & Mentorship: No experience? No problem. We’ll teach you everything you need to succeed • Fast-Track Growth : Leadership paths and agency-building opportunities for high performers • Flexible Work Model: Set your own hours and create the lifestyle you want We’re Looking For: • Driven self-starters with strong people skills • Individuals with a passion for helping others • Entrepreneurial minds looking to grow professionally and financially • Life insurance license holders or those willing to obtain one (we’ll guide you) Why Now? The financial services industry is booming, and the need for trustworthy consultants has never been higher. Join a company that’s built on mentorship, momentum, and meaningful work. Take the first step toward a purpose-driven career. Apply now to join PHP Financial Services and build a future that’s as rewarding as it is impactful. Responsibilities: • Conduct thorough consultations with clients in Anaheim, CA to evaluate their specific financial needs, providing customized solutions for individuals, families, and small business owners. • Present a diverse selection of financial products such as life insurance, retirement planning, annuities, and savings strategies tailored to meet the precise requirements of clients. • Educate Anaheim residents on the significance of life insurance, estate planning, and effective wealth-building methods, assisting them in making well-informed decisions. • Create and execute innovative marketing strategies to broaden the client base through networking events, referrals, and online outreach efforts in the Anaheim area. • Establish long-lasting relationships with clients as a reliable financial advisor in Anaheim, aiding them in adjusting their financial plans to adapt to changing circumstances. • Achieve or surpass monthly and quarterly sales goals while upholding the utmost standards of ethics and customer service in Anaheim, CA. • Engage in continuous professional development and leadership training provided by PHP Financial Services, including advanced product training and personal growth workshops. • Collaborate with a diverse team of financial professionals to exchange insights, share best practices, and receive ongoing support and mentorship from industry experts in Anaheim, CA. Qualifications: • The ideal candidate for the Life Insurance Planning Consultant role in Anaheim, CA, US should possess a genuine passion for educating individuals on financial literacy and empowering them to achieve financial independence. • Strong verbal and written communication skills are crucial for effectively explaining complex financial concepts to clients and ensuring a clear understanding. • We are seeking a self-motivated individual with excellent time management skills and a proactive approach to their work in the Anaheim, CA, US area. • Successful candidates must demonstrate the ability to work collaboratively in a team setting, sharing insights and positively contributing to team dynamics. • Openness to obtaining a life insurance license with guidance from PHP Financial Services is a requirement to enhance expertise in the field for the Anaheim, CA, US location. • Dedication to providing exceptional customer service with honesty and integrity is a fundamental value expected from candidates applying for the Life Insurance Planning Consultant position. • While a high school diploma is the minimum requirement, having a college degree in business, finance, or related fields is advantageous but not mandatory for candidates in Anaheim, CA, US. • Possessing a license or the drive to acquire one is considered important for candidates interested in the Life Insurance Planning Consultant role in Anaheim, CA, US. Compensation: $97,200 - $187,000 yearly

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    • Conduct thorough consultations with clients in Anaheim, CA to evaluate their specific financial needs, providing customized solutions for individuals, families, and small business owners. •
    • Present a diverse selection of financial products such as life insurance, retirement planning, annuities, and savings strategies tailored to meet the precise requirements of clients. •
    • Educate Anaheim residents on the significance of life insurance, estate planning, and effective wealth-building methods, assisting them in making well-informed decisions. •
    • Create and execute innovative marketing strategies to broaden the client base through networking events, referrals, and online outreach efforts in the Anaheim area. •
    • Establish long-lasting relationships with clients as a reliable financial advisor in Anaheim, aiding them in adjusting their financial plans to adapt to changing circumstances. •
    • Achieve or surpass monthly and quarterly sales goals while upholding the utmost standards of ethics and customer service in Anaheim, CA. •
    • Engage in continuous professional development and leadership training provided by PHP Financial Services, including advanced product training and personal growth workshops. •
    • Collaborate with a diverse team of financial professionals to exchange insights, share best practices, and receive ongoing support and mentorship from industry experts in Anaheim, CA.

  • Compensation
    $97,200-$187,000 per year