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Senior Financial Advisor

PHP Financial Services

Senior Financial Advisor

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? • Unlimited 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 assess financial needs, offer personalized solutions, and suggest suitable financial products tailored to each client. • Provide a comprehensive range of financial services in Corona, CA, US, encompassing life insurance, retirement planning, and various savings strategies to cater to clients' financial goals. • Educate clients in Corona, CA, US, about the importance of life insurance, estate planning, and methods for wealth creation to support them in making informed decisions regarding their finances. • Develop and implement marketing strategies in Corona, CA, US, to broaden the client base through networking events, referrals, and online outreach efforts. • Cultivate enduring relationships with clients in Corona, CA, US, by offering consistent guidance and adapting financial plans as necessary to ensure their financial well-being. • Meet or exceed sales targets in Corona, CA, US, on a monthly and quarterly basis while maintaining high ethical standards and delivering exceptional customer service. • Engage in ongoing professional development and leadership training organized by PHP in Corona, CA, US, including advanced product training sessions and personal growth workshops. • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, best practices, and receive continuous support and mentorship from industry experts. Qualifications: • Ideal candidates for the Senior Financial Advisor position in Corona, CA, US should possess an entrepreneurial spirit and a strong dedication to enhancing financial literacy and independence. • Effective communication skills are crucial for simplifying complex financial concepts and providing clear guidance to clients. • Candidates must demonstrate a strong work ethic, self-motivation, and the ability to manage time efficiently while taking initiative in their work. • A team-oriented mindset is essential for collaborating effectively, sharing knowledge, and contributing positively to the team dynamic. • Willingness to obtain a life insurance license, with guidance provided by PHP, is a mandatory requirement for this role. • A customer-focused approach is key, demonstrating a commitment to delivering exceptional service and upholding high standards of integrity. • Education-wise, candidates must already be licensed or show a strong motivation to acquire the necessary licenses for the role. Compensation: $85,000 - $225,000 yearly

    • •
    • Conduct client consultations in Corona, CA, US, to assess financial needs, offer personalized solutions, and suggest suitable financial products tailored to each client. •
    • Provide a comprehensive range of financial services in Corona, CA, US, encompassing life insurance, retirement planning, and various savings strategies to cater to clients' financial goals. •
    • Educate clients in Corona, CA, US, about the importance of life insurance, estate planning, and methods for wealth creation to support them in making informed decisions regarding their finances. •
    • Develop and implement marketing strategies in Corona, CA, US, to broaden the client base through networking events, referrals, and online outreach efforts. •
    • Cultivate enduring relationships with clients in Corona, CA, US, by offering consistent guidance and adapting financial plans as necessary to ensure their financial well-being. •
    • Meet or exceed sales targets in Corona, CA, US, on a monthly and quarterly basis while maintaining high ethical standards and delivering exceptional customer service. •
    • Engage in ongoing professional development and leadership training organized by PHP in Corona, CA, US, including advanced product training sessions and personal growth workshops. •
    • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, best practices, and receive continuous support and mentorship from industry experts.

  • Compensation
    $85,000-$225,000 per year