Life Insurance Planning Consultant

PHP Ontario

Life Insurance Planning Consultant

Ontario, CA
Full Time
Paid
  • Responsibilities

    Launch Your Career as a Financial Planning Consultant – No Experience Needed Join PHP Financial Services Today Are you driven, people-focused, and ready to build a career with upside income potential? At PHP Financial Services, we help everyday people become trusted advisors in their communities—empowered to make a real difference in the lives of others through life insurance and financial planning. This is more than a sales job. It’s a chance to grow a business, develop leadership skills, and create long-term financial freedom for yourself and the people you serve. What You’ll Do: • Help individuals and families protect their income and build financial security through customized life insurance and financial products. • Build relationships and provide long-term value as a financial consultant and advisor. • Work independently with the backing of an experienced team and proven systems. • Participate in ongoing professional development and mentorship opportunities. • Set your own schedule and control your career trajectory. Why Choose PHP Financial Services?Upside Earning Potential: Commission-based structure with bonus opportunities. • Career Advancement: Leadership and team-building paths are available for top performers. • Full Training Provided: No experience? No problem. We’ll give you the tools, education, and mentorship you need to succeed. • Flexible Schedule: Work around your life, not the other way around. • Community & Support: Join a mission-driven team focused on service, success, and growth. Who We’re Looking For: • Self-motivated individuals with strong communication skills. • Passionate about helping others and making a difference. • Eager to learn and grow—personally, professionally, and financially. • Prior experience in sales, customer service, or finance is helpful but not required. Ready to Take Control of Your Future? Apply today and start building a career that works for you, not the other way around. Training and licensing support provided. This opportunity is commission-based and ideal for individuals seeking a flexible, high-growth career path. Responsibilities: • Conduct in-depth client consultations to evaluate the specific financial needs of individuals, families, and small business owners, providing personalized financial solutions. • Present a diverse selection of financial products, such as life insurance, annuities, retirement planning, and tailored savings strategies, to meet the individual requirements of clients. • Educate clients on the significance of life insurance, estate planning, and methods for building wealth, guiding them in making well-informed decisions. • Create and execute effective marketing strategies to grow the client base through referrals, networking events, and online outreach campaigns. • Foster long-lasting relationships with clients as a reliable financial advisor, assisting them in adapting their financial plans to changing situations. • Achieve or surpass monthly and quarterly sales targets while maintaining the highest levels of ethics and customer service. • Engage in continuous professional development and leadership training provided 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 ongoing support and mentorship from industry experts. Qualifications: • The ideal candidate for the Life Insurance Planning Consultant position in Ontario, CA, US should be passionate about educating individuals on financial literacy and empowering them to achieve financial independence. • Excellent verbal and written communication skills are crucial for effectively explaining complex financial concepts to clients and ensuring clear understanding. • We are seeking a self-motivated individual with strong time management skills and a proactive approach to their work. • Successful candidates must be able to work collaboratively in a team setting, sharing insights and contributing positively to team dynamics. • Openness to obtaining a life insurance license with guidance from PHP Financial Services is necessary to enhance expertise in the field. • Dedication to providing exceptional customer service with honesty and integrity is a core value expected from candidates. • While a high school diploma is the minimum requirement, having a college degree in business, finance, or related fields is advantageous but not mandatory. • Possessing a license or the drive to acquire one is considered important for this role in Ontario, CA, US. Compensation: $97,000 - $185,000 yearly

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    • Conduct in-depth client consultations to evaluate the specific financial needs of individuals, families, and small business owners, providing personalized financial solutions. •
    • Present a diverse selection of financial products, such as life insurance, annuities, retirement planning, and tailored savings strategies, to meet the individual requirements of clients. •
    • Educate clients on the significance of life insurance, estate planning, and methods for building wealth, guiding them in making well-informed decisions. •
    • Create and execute effective marketing strategies to grow the client base through referrals, networking events, and online outreach campaigns. •
    • Foster long-lasting relationships with clients as a reliable financial advisor, assisting them in adapting their financial plans to changing situations. •
    • Achieve or surpass monthly and quarterly sales targets while maintaining the highest levels of ethics and customer service. •
    • Engage in continuous professional development and leadership training provided 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 ongoing support and mentorship from industry experts.

  • Compensation
    $97,000-$185,000 per year