Personal Finance Life Insurance Consultant

PHP Financial Services

Personal Finance Life Insurance Consultant

Corona, CA
Full Time
Paid
  • Responsibilities

    Are you ready to take control of your income and your future? PHP Financial Services is looking for driven individuals to join our team as Financial Services Consultants, with a focus on life insurance and protection planning. Whether you're experienced in financial services or just getting started, we offer the tools, training, and mentorship to help you build a meaningful and rewarding career. Role Overview: As a Financial Services Consultant, you’ll help individuals and families understand and implement personalized life insurance and financial strategies. You’ll educate clients, offer protection plans, and support their financial goals while building your own career with the backing of a national organization. Key Responsibilities: • Educate clients on life insurance products and financial planning solutions • Guide individuals and families in selecting coverage that fits their needs • Develop your client base through outreach, referrals, and relationship building • Attend regular training sessions and mentorship programs to improve your skills • Grow your business and pursue leadership opportunities within the company What We Offer:Full Training Provided: No prior experience required. We help you get licensed and trained. • Commission-Based Pay + Bonuses: Your income potential is directly tied to your performance. • Career Advancement: Opportunities to grow into leadership and agency-building roles. • Flexible Work Schedule: Set your own hours and build a career around your lifestyle. • Supportive Team Culture: Join a collaborative and growth-minded environment. Why PHP Financial Services? PHP is one of the fastest-growing life insurance and financial service organizations in the U.S. We specialize in empowering everyday people to build businesses that make a difference in their communities through protection, education, and long-term planning. Apply Today If you're ready to build a career that’s impactful, flexible, and financially rewarding, PHP Financial Services is ready to support you every step of the way. Responsibilities: • Conduct meetings with clients located in Corona, CA, to gain insights into their financial needs and offer appropriate solutions. • Explain various financial products, such as life insurance, retirement plans, and savings options, in a clear and understandable manner to clients. • Aid clients in understanding the significance of life insurance and methods to accumulate wealth for making well-informed decisions. • Expand the client base in Corona, CA, through referrals, networking efforts, and effective marketing strategies. • Cultivate long-lasting client relationships, providing continuous assistance as their financial needs evolve. • Achieve and surpass sales targets while delivering exceptional customer service. • Participate in PHP's continuous training programs to enrich product knowledge and leadership skills. • Collaborate closely with other financial professionals, sharing insights and receiving ongoing mentorship and support. Qualifications: • The ideal candidate for the Personal Finance Consultant position in Corona, CA should have a strong passion for educating individuals on financial literacy and guiding them towards financial independence. • Excellent communication skills are essential for simplifying complex financial products effectively for clients. • We seek a motivated individual with a strong work ethic who can take initiative independently in their role. • Essential to work collaboratively within a team environment and contribute positively to the team dynamic. • Candidates must be willing to obtain a life insurance license and be dedicated to delivering exceptional customer service. • While a high school diploma is required, having a degree in business or finance is advantageous, though not mandatory. Compensation: $86,500 - $167,300 yearly

    • Conduct meetings with clients located in Corona, CA, to gain insights into their financial needs and offer appropriate solutions. • Explain various financial products, such as life insurance, retirement plans, and savings options, in a clear and understandable manner to clients. • Aid clients in understanding the significance of life insurance and methods to accumulate wealth for making well-informed decisions. • Expand the client base in Corona, CA, through referrals, networking efforts, and effective marketing strategies. • Cultivate long-lasting client relationships, providing continuous assistance as their financial needs evolve. • Achieve and surpass sales targets while delivering exceptional customer service. • Participate in PHP's continuous training programs to enrich product knowledge and leadership skills. • Collaborate closely with other financial professionals, sharing insights and receiving ongoing mentorship and support.

  • Compensation
    $86,500-$167,300 per year