Job Description
Launch Your Career as a Life Insurance & Financial Planning Consultant with PHP Financial Services
Are you driven, people-focused, and ready to take control of your income and future? PHP Financial Services is actively seeking ambitious individuals to join our growing team as Life Insurance & Financial Planning Consultants.
Whether you’re looking for a career change or starting fresh, we’ll provide the tools, training, and mentorship to help you succeed.
What You’ll Do:
As a consultant, you'll work with individuals and families to help them plan, protect, and build their financial futures through life insurance and other financial strategies. You'll become a trusted advisor, empowering clients to make confident financial decisions.
Key Responsibilities:
• Educate clients on life insurance and financial planning options
• Help clients develop personalized protection and wealth-building strategies
• Follow up with prospective and current clients to maintain strong relationships
• Attend training sessions to develop industry knowledge and sales skills
• Build a long-term career with opportunities for leadership and advancement
Why Join PHP Financial Services?
• Upside Earning Potential: Commission-based income with bonuses—earn what you’re worth
• Ongoing Training & Mentorship: We offer hands-on coaching and professional development
• Leadership Opportunities: We promote from within—grow into management and team leader roles
• Flexible Schedule: Enjoy the freedom to build a schedule that fits your lifestyle
• Supportive Culture: Collaborate with a team that’s invested in your success
Who We’re Looking For: • Self-motivated individuals with strong communication skills
• Passion for helping others and making a difference
• Entrepreneurial mindset and goal-oriented personality
• No prior experience required—training is provided
• Must be eligible to obtain a life insurance license (we'll help you with the process)
Why Now? The demand for financial guidance is higher than ever. Join a growing industry with real impact and lasting opportunity. At PHP Financial Services, we equip you to thrive—whether you're just starting or looking for a new chapter. Apply today and take the first step toward a rewarding career in financial services. Responsibilities:
• Conduct meetings with clients located in Corona, CA, US to gain a comprehensive understanding of their financial needs and provide tailored solutions.
• Present a variety of financial products, such as life insurance, retirement planning, and different savings options, to clients.
• Educate individuals, families, and small business owners on the significance of life insurance and effective strategies for building wealth.
• Expand the client base by utilizing networking, referrals, and targeted online marketing strategies specifically within the Corona, CA region.
• Foster strong client relationships by offering consistent financial advice that adjusts to evolving circumstances.
• Achieve and surpass monthly and quarterly sales objectives while maintaining ethical standards and ensuring client contentment.
• Engage in ongoing professional development and leadership initiatives organized by PHP.
• Collaborate with a diverse group of financial professionals to share knowledge and receive mentorship.
Qualifications:
• A deep dedication to educating clients residing in Corona, CA, US about financial literacy, guiding them towards financial independence, and enhancing their overall financial well-being is essential.
• Excellent verbal and written communication skills are vital for articulating complex financial concepts clearly and succinctly.
• Demonstrated self-motivation is required, along with a proven track record of effective time management, proactive problem-solving, and a strong work ethic.
• A collaborative mindset as a team player is necessary, with the ability to share best practices and contribute positively within a team environment.
• The willingness to obtain a life insurance license, with full support and guidance provided by PHP, is a must.
• Commitment to providing exceptional customer service with integrity and honesty at the core of your values is crucial.
• While a high school diploma or equivalent is required, having a college degree in business, finance, or related fields is advantageous.
• Openness to exploring passive income opportunities is encouraged.
About Company:
Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do. We believe that relationships are the foundation of success; therefore, we foster connections that go beyond transactions, empowering our team to grow not only as professionals but as leaders in every aspect of their lives. Together, we create a supportive community that values high standards and encourages personal and professional development, ensuring that every member thrives on their journey.
Job Tags
Flexible hours,
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