Financial Planning Consultant Job at PHP Financial Services, Corona, CA

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  • PHP Financial Services
  • Corona, CA

Job Description

Description Take Control of Your Future as a Financial Planning Consultant with PHP Financial Services! Are you a self-motivated go-getter ready to build a career that gives you freedom , financial rewards , and the chance to truly make a difference ? PHP Financial Services is looking for driven individuals just like you to join our growing team as Financial Services Sales Representatives ! What You'll Do In this exciting role, you won't just be selling life insurance and financial products-you'll be empowering individuals and families to secure their financial futures. You'll become a trusted advisor , guiding your clients toward smart decisions that protect their loved ones and build wealth for the long term. Why Choose PHP? This is more than a job-it's a life-changing opportunity to thrive in the dynamic world of financial services. Here's why PHP is the best place for your success: Earning Potential: No salary caps. You control your income- the harder you work, the more you earn through our competitive commission structure and performance bonuses. Leadership & Growth Opportunities: PHP is committed to your success . Whether you're looking to advance quickly or build your own team, we offer personal development and leadership training to help you grow. Supportive Environment: You'll work in a dynamic, team-oriented atmosphere that gives you the tools and support you need to thrive. Flexibility: Set your own schedule. Work when it suits you and create the work-life balance you've always wanted. We're looking for people who are: Ambitious and ready to take their career to the next level. Passionate about helping others achieve financial security. Entrepreneurial-minded with a desire for personal and financial growth . Ready to Take the Leap? If you're ready for a high-energy, high-reward career that puts you in charge of your success, PHP Financial Services is the perfect fit. Join us today and start building a future with boundless potential ! Apply now and step into a career that transforms lives-yours and your clients! Responsibilities

  • Conduct client consultations to evaluate the financial needs of individuals, families, and small business owners, providing personalized financial solutions.
  • Present a variety of financial products such as life insurance, annuities, retirement planning, and savings strategies to cater to clients' needs.
  • Educate clients on the significance of life insurance, estate planning, and wealth-building techniques, assisting them in making informed decisions.
  • Develop and execute marketing strategies to broaden the client base through referrals, networking events, and online outreach.
  • Foster long-term relationships with clients as a reliable financial advisor, helping them adapt their financial plans as circumstances change.
  • Achieve or surpass monthly and quarterly sales targets while upholding the highest standards of ethics and customer service.
  • Engage in continuous professional development and leadership training offered by PHP, including advanced product training and personal growth workshops.
  • Collaborate with a diverse team of financial professionals to share insights, best practices, and receive ongoing support and mentorship from industry experts.
Qualifications
  • Must have a strong passion for financial literacy, assisting others, and attaining financial independence.
  • Excellent communication skills are required to effectively explain complex financial products in a simple manner.
  • The ideal candidate should be a self-motivated individual with a strong work ethic capable of managing their time efficiently and taking initiative.
  • Ability to work well in a team environment, sharing best practices and contributing positively to the team dynamic.
  • Willingness to pursue a life insurance license (required; PHP Financial Services will provide guidance on the licensing process).
  • Dedication to delivering exceptional customer service with a high level of integrity.
  • A high school diploma or equivalent is a minimum requirement; a college degree in business, finance, or related fields is advantageous but not mandatory.
#J-18808-Ljbffr PHP Financial Services

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