Financial Life Insurance Advisor

PHP Financial Services - Orange County

Financial Life Insurance Advisor

Anaheim, CA
Full Time
Paid
  • Responsibilities

    Launch Your Career as an Entry-Level Financial Consultant with PHP Financial Services! Are you ready to take control of your future with a career that offers great income potential, flexibility, and the opportunity to help others? PHP Financial Services is looking for ambitious individuals to join our team as Entry-Level Financial Consultants—no prior experience required! Why PHP? At PHP Financial Services, we don’t just offer jobs—we help build successful careers. Here’s what sets us apart: No Experience? No Problem! We provide comprehensive training and mentorship to equip you with the knowledge and skills needed to succeed. Upside Earning Potential Our commission-based structure and performance bonuses mean the harder you work, the more you earn. Plus, there are passive income opportunities for long-term financial growth! Career Growth & Development Get access to ongoing training, leadership programs, and personal development resources to help you excel and advance quickly. Flexible Schedule & Work-Life Balance Set your own hours and work at your own pace—enjoy the freedom to build your career on your terms. A Supportive & Dynamic Team Join a mission-driven company that provides mentorship, coaching, and a collaborative environment to ensure your success. What You’ll Do: • Work closely with clients to provide life insurance, retirement planning, and investment solutions that help them achieve financial security. • Become a trusted financial advisor , educating clients and guiding them toward smart financial decisions. • Build a business that creates financial independence and long-term success. Who We’re Looking For:Motivated to learn and growPassionate about helping others achieve financial success • Ambitious and goal-oriented with a desire for great income potential • Open to mentorship and eager to develop new skills Your Future Starts Today! If you're ready to launch a rewarding career, earn great income, and make a real impact, PHP Financial Services is the perfect place to start. No experience required—we provide all the training and support you need! Apply now to become an Entry-Level Financial Consultant and start building the career and lifestyle you deserve! Responsibilities: • Develop personalized financial plans tailored to each client's unique life stage, professional situation, and changing financial requirements. • Cultivate and establish strong connections with new clients as their trusted financial consultant. • Evaluate and analyze the financial details of each client to accurately assess factors such as financial standing, cash flow, financial expectations, retirement objectives, and other wealth management-related aspects. • Offer strategic advice on products, strategies, investments, and other approaches to assist clients in reaching their financial objectives. • Collaborate effectively within a team environment and demonstrate a commitment to continuous learning and growth opportunities. Qualifications: • Must possess a valid life insurance license or be motivated to obtain one • Demonstrated proficiency in math, communication, and relationship-building skills to provide exceptional customer service to both existing and prospective clients • Preferred baseline understanding of financial industry concepts, financial products, and the responsibilities of a financial advisor • Proficient in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools Compensation: $96,000 - $187,000 yearly

    • •
    • Develop personalized financial plans tailored to each client's unique life stage, professional situation, and changing financial requirements. •
    • Cultivate and establish strong connections with new clients as their trusted financial consultant. •
    • Evaluate and analyze the financial details of each client to accurately assess factors such as financial standing, cash flow, financial expectations, retirement objectives, and other wealth management-related aspects. •
    • Offer strategic advice on products, strategies, investments, and other approaches to assist clients in reaching their financial objectives. •
    • Collaborate effectively within a team environment and demonstrate a commitment to continuous learning and growth opportunities.

  • Compensation
    $96,000-$187,000 per year