Senior Financial Advisor

PHP Financial Services

Senior Financial Advisor

Corona, CA
Full Time
Paid
  • Responsibilities

    Elevate Your Career as a Senior Financial Advisor with PHP Financial Services! Are you an experienced financial professional seeking a higher level of opportunity, leadership, and boundless earning potential? PHP Financial Services is looking for Senior Financial Advisors who are ready to take their careers to the next level and make a lasting impact on the financial well-being of individuals and families. The Role: Senior Financial Advisor As a Senior Financial Advisor at PHP, you’ll go beyond selling financial products—you’ll serve as a trusted strategist for your clients. You’ll provide expert guidance on life insurance, retirement planning, and investment strategies to help your clients secure and grow their financial futures. This role puts you in a leadership position, offering opportunities to mentor junior advisors while continuing to grow your own portfolio. With PHP, you’ll have the resources and support you need to excel in your field, while having the freedom to shape your own success. Why PHP Financial Services? PHP is not just another financial services company. Here’s what sets us apart and makes this the best next step for your career: • Boundless Earning Potential: Maximize your income with no ceiling on commissions and performance-based bonuses. The more you achieve, the more you earn. • Leadership Opportunities: Take the lead in developing and mentoring your own team of advisors, with opportunities to grow into higher-level leadership roles. • Cutting-Edge Resources: Access a wide range of tools, training, and support that allow you to stay at the top of your field and provide unparalleled service to your clients. • Work-Life Balance: Enjoy flexibility in your schedule and the freedom to work at your own pace, creating the ideal balance between your professional and personal life. • Impact and Growth: Play a pivotal role in the financial success of individuals and families while continuously expanding your own expertise and leadership skills. We’re seeking seasoned financial professionals who: • Have a proven track record of success in financial services and advising. • Are passionate about guiding clients toward financial stability and growth. • Have a strong entrepreneurial spirit and a desire to lead and mentor others. • Are driven to reach new heights in their career and income. Take the Next Step If you're ready to step into a leadership role with unmatched earning potential , and you’re passionate about helping others achieve their financial goals, PHP Financial Services is the place for you. This is your chance to grow , lead , and make a real impact in the financial world. Apply now to become a Senior Financial Advisor with PHP Financial Services, and let’s build your future together! Responsibilities: • Conduct client consultations in Corona, CA, US, to evaluate financial needs, present tailored solutions, and recommend appropriate financial products. • Provide a diverse range of financial services in Corona, CA, US, including life insurance, retirement planning, and savings strategies. • Educate clients in Corona, CA, US, on the significance of life insurance, estate planning, and wealth-building techniques to assist them in decision-making. • Develop and execute marketing strategies in Corona, CA, US, to expand the client base through networking events, referrals, and online outreach. • Establish long-term relationships with clients in Corona, CA, US, offering continuous guidance and adjusting financial plans as needed. • Achieve or surpass sales targets in Corona, CA, US, on a monthly and quarterly basis while upholding high ethical and customer service standards. • Engage in continuous professional development and leadership training provided by PHP in Corona, CA, US, including advanced product training and personal growth workshops. • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, best practices, and receive ongoing support and mentorship from industry experts. Qualifications: • Seeking individuals in Corona, CA, US with an entrepreneurial drive and dedication to financial literacy and independence. • Excellent communication abilities are essential, with the capacity to simplify complex financial concepts for clients. • Strong work ethic and self-motivation required to effectively manage time and take initiative. • Team-oriented mindset with the ability to collaborate, share knowledge, and contribute to a positive team dynamic. • Willingness to acquire a life insurance license (guidance provided by PHP) is a must. • Customer-focused approach with a commitment to delivering exceptional service and upholding integrity. • Education: Must be licensed or motivated to obtain one. Compensation: $85,000 - $225,000 yearly

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    • Conduct client consultations in Corona, CA, US, to evaluate financial needs, present tailored solutions, and recommend appropriate financial products. •
    • Provide a diverse range of financial services in Corona, CA, US, including life insurance, retirement planning, and savings strategies. •
    • Educate clients in Corona, CA, US, on the significance of life insurance, estate planning, and wealth-building techniques to assist them in decision-making. •
    • Develop and execute marketing strategies in Corona, CA, US, to expand the client base through networking events, referrals, and online outreach. •
    • Establish long-term relationships with clients in Corona, CA, US, offering continuous guidance and adjusting financial plans as needed. •
    • Achieve or surpass sales targets in Corona, CA, US, on a monthly and quarterly basis while upholding high ethical and customer service standards. •
    • Engage in continuous professional development and leadership training provided by PHP in Corona, CA, US, including advanced product training and personal growth workshops. •
    • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, best practices, and receive ongoing support and mentorship from industry experts.

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