Senior Financial Advisor Health Services

PHP Financial Services

Senior Financial Advisor Health Services

Corona, CA
Full Time
Paid
  • Responsibilities

    Senior Financial Advisor Opportunity at PHP Financial Services in Corona, CA Looking to Advance Your Career as a Senior Financial Advisor in Corona, CA? Join PHP Financial Services. Seeking skilled financial professionals in Corona, CA to unlock leadership roles and maximize earning potential. About the Role: As a Senior Financial Advisor at PHP in Corona, CA, you will not only sell financial products but also act as a trusted advisor, guiding clients on life insurance, retirement planning, and investments for a secure financial future. Responsibilities: In this leadership position, you will expand your portfolio, mentor junior advisors, and enjoy the freedom to define your own success with the support of PHP in Corona, CA. Why PHP Financial Services? • Upside Earning Potential: Earn high commissions and performance-based bonuses without any caps. Leadership Opportunities: Develop and lead a team while pursuing advanced leadership roles. • Cutting-Edge Resources: Access innovative tools, top-notch training, and unparalleled support to stay ahead in the financial industry. • Work-Life Balance: Control your schedule for a harmonious work-life integration. • Make a Difference: Help clients achieve financial stability while enhancing your expertise and leadership skills continuously. Qualifications: • Seeking financial professionals in Corona, CA who have: • Proven success in financial services and advising. • Passion for guiding clients toward long-term financial success. • Entrepreneurial mindset and a desire to mentor and lead. • Motivation to achieve new career and income milestones. Ready to Take the Next Step? Apply Now! Don’t miss the opportunity to join PHP Financial Services as a Senior Financial Advisor in Corona, CA and contribute to shaping a brighter financial future together. Responsibilities: • Conduct client consultations in Corona, CA, US, to evaluate financial needs, provide tailored solutions, and recommend appropriate financial products based on individual client requirements. • Offer a wide array of financial services in Corona, CA, US, including life insurance, retirement planning, and diverse savings strategies to address clients' financial objectives effectively. • Educate clients in Corona, CA, US, on the significance of life insurance, estate planning, and wealth building techniques to empower them in making well-informed financial decisions. • Develop and execute marketing strategies in Corona, CA, US, to expand the client base by engaging in networking events, seeking referrals, and utilizing online outreach methods. • Foster lasting relationships with clients in Corona, CA, US, by providing consistent guidance and adjusting financial plans as needed to ensure their financial stability. • Achieve or surpass sales targets in Corona, CA, US, on a monthly and quarterly basis while upholding high ethical standards and delivering exceptional customer service. • Participate in continuous professional development and leadership training organized by PHP in Corona, CA, US, which includes advanced product training sessions and personal growth workshops. • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, share best practices, and receive ongoing support and mentorship from industry experts. Qualifications: • The Senior Financial Advisor role in Corona, CA, US requires individuals with an entrepreneurial mindset and a strong commitment to improving financial literacy and independence. • Excellent communication skills are essential for simplifying intricate financial concepts and offering clear guidance to clients effectively. • Candidates should exhibit a strong work ethic, self-motivation, and efficient time management skills, along with a proactive approach to their work. • A collaborative attitude is crucial for working effectively within a team, sharing knowledge, and contributing positively to the team dynamic. • Obtaining a life insurance license, with support from PHP, is mandatory for this position. • A customer-centric approach is vital, showcasing dedication to delivering outstanding service and upholding high integrity standards. • Education-wise, candidates must already hold relevant licenses or display a strong willingness to acquire the necessary credentials for the role. Compensation: $87,500 - $225,000 yearly

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    • Conduct client consultations in Corona, CA, US, to evaluate financial needs, provide tailored solutions, and recommend appropriate financial products based on individual client requirements. •
    • Offer a wide array of financial services in Corona, CA, US, including life insurance, retirement planning, and diverse savings strategies to address clients' financial objectives effectively. •
    • Educate clients in Corona, CA, US, on the significance of life insurance, estate planning, and wealth building techniques to empower them in making well-informed financial decisions. •
    • Develop and execute marketing strategies in Corona, CA, US, to expand the client base by engaging in networking events, seeking referrals, and utilizing online outreach methods. •
    • Foster lasting relationships with clients in Corona, CA, US, by providing consistent guidance and adjusting financial plans as needed to ensure their financial stability. •
    • Achieve or surpass sales targets in Corona, CA, US, on a monthly and quarterly basis while upholding high ethical standards and delivering exceptional customer service. •
    • Participate in continuous professional development and leadership training organized by PHP in Corona, CA, US, which includes advanced product training sessions and personal growth workshops. •
    • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, share best practices, and receive ongoing support and mentorship from industry experts.

  • Compensation
    $87,500-$225,000 per year