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

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  • PHP Financial Services
  • Corona, CA

Job Description

Description

Shape Your Future as a Financial Planning Consultant with PHP Financial Services

Are you ready to take control of your career, unlock unlimited earning potential, and make a lasting impact on the lives of others? PHP Financial Services is looking for motivated go-getters like you to join our team as Financial Planning Consultants .

This isn't just another job-it's a career with purpose, flexibility, and life-changing rewards.

What You'll Do

As a Financial Planning Consultant , you'll do more than sell financial products-you'll be a trusted advisor, helping individuals and families secure their financial futures. Whether it's building wealth, protecting loved ones, or achieving long-term goals, you'll be the guiding force behind their financial confidence.

Why Join PHP Financial Services?

Here's why we're the best choice for your career:
  • Great Earning Potential
  • Your income reflects your effort. Our commission-based structure and performance bonuses mean your success is truly in your hands.
  • Career Growth & Leadership Opportunities
  • We're dedicated to your success. Fast-track your career with our personal development programs, mentorship, and leadership training.
  • Team Support & Resources
  • Thrive in a collaborative environment with cutting-edge tools and a supportive network to ensure you excel.
  • Flexibility to Live Your Life
  • Set your schedule and create the work-life balance you've always dreamed of.
Who Should Apply?

We're looking for individuals who:
  • Have Big Ambitions : Ready to build a thriving career and achieve new heights.
  • Love Helping Others : Passionate about making a difference in people's lives.
  • Think Like Entrepreneurs : Eager to grow personally and financially.
Why Now?

The financial services industry is booming, and the demand for skilled professionals has never been higher. With PHP Financial Services, you'll receive the training, support, and mentorship you need to succeed-whether you're an industry pro or starting fresh.

Take Charge of Your Future

Are you ready for a high-energy, impactful career where your success knows no limits? Start your journey with PHP Financial Services today.

Apply now and transform lives-starting with your own!

Responsibilities

• Conduct comprehensive client consultations in Corona, CA to evaluate the distinct financial needs of individuals, families, and small business owners, providing customized financial solutions.
• Present a diverse array of financial products, such as life insurance, annuities, retirement planning, and savings strategies, tailored to meet the specific needs of clients.
• Educate residents of Corona, CA on the significance of life insurance, estate planning, and wealth-building strategies, assisting them in making well-informed choices.
• Develop and execute effective marketing strategies to grow the client base in Corona, CA through referrals, networking events, and online outreach endeavors.
• Foster long-lasting relationships with clients as a reliable financial advisor, aiding them in adjusting their financial plans as needed due to changing circumstances.
• Achieve or surpass monthly and quarterly sales goals while upholding the highest standards of ethics and customer service in Corona, CA.
• Engage in ongoing professional development and leadership training offered by PHP, including advanced product training and workshops focused on personal growth.
• Collaborate with a diverse team of financial professionals to exchange insights, share best practices, and receive continual support and mentorship from industry experts specifically in Corona, CA.

Qualifications

• The ideal candidate should have a genuine passion for promoting financial literacy and helping others achieve financial independence while showcasing a strong interest in financial education.
• Excellent verbal and written communication skills are a must to effectively simplify complex financial products for clients and ensure clear understanding.
• We are looking for a self-motivated individual with a strong work ethic who excels in time management and takes proactive initiatives in their work.
• The ability to collaborate efficiently in a team environment, sharing best practices and contributing positively to team dynamics, is essential for success in this role.
• Candidates should be open to pursuing and obtaining a life insurance license with guidance provided by PHP Financial Services to enhance expertise in the field.
• Dedication to delivering exceptional customer service with honesty and integrity is a core value that candidates must embody.
• While a high school diploma is the minimum requirement, having a college degree in business, finance, or related fields is advantageous though not mandatory for consideration.
• Having a license or the motivation to get one is important

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