Senior Financial Advisor Health Services

PHP Financial Services

Senior Financial Advisor Health Services

Corona, CA
Full Time
Paid
  • Responsibilities

    Are you searching for a career that offers flexibility, unlimited income potential, and the opportunity to make a lasting impact? PHP Financial Services is hiring motivated individuals to join our team as Financial Services Sales Representatives. Whether you're experienced or just getting started, we provide full training, licensing support, and ongoing mentorship to help you succeed in the financial services industry. What You’ll Do: As a Financial Services Sales Representative, you’ll work with clients to help them plan, protect, and build their financial futures. You'll offer customized solutions through life insurance and financial strategies, serving as a trusted advisor to individuals and families. Why Join PHP Financial Services? • No Experience Needed: We provide comprehensive training and licensing support to help you launch with confidence. • Mentorship & Support: Work closely with experienced leaders committed to your growth. • Upside Income Potential: Commission-based pay with performance bonuses—your effort drives your earnings. • Flexible Schedule: Design your own work hours and enjoy the freedom to build a career on your terms. • Career Advancement: Grow into leadership and team-building roles through our internal development programs. Who We’re Looking For: We welcome individuals who are self-motivated, coachable, and eager to help others achieve financial security. If you're ready to take ownership of your future and build a career with purpose, this role is for you. Apply today to become a Financial Services Sales Representative with PHP Financial Services. We'll train you, support you, and give you the tools to build a career you’re proud of. Responsibilities: • Meet with clients in Corona, CA, US, to assess their financial needs and provide personalized solutions, recommending suitable financial products based on individual requirements. • Provide a comprehensive range of financial services in Corona, CA, US, such as life insurance, retirement planning, and various savings strategies to help clients achieve their financial goals effectively. • Educate clients in Corona, CA, US, on the importance of life insurance, estate planning, and wealth-building techniques, empowering them to make informed financial decisions. • Create and implement marketing strategies in Corona, CA, US, to grow the client base through networking events, referrals, and online outreach efforts. • Cultivate long-term relationships with clients in Corona, CA, US, by offering consistent guidance and adjusting financial plans as necessary to ensure their financial security. • Exceed monthly and quarterly sales targets in Corona, CA, US, while maintaining high ethical standards and delivering exceptional customer service. • Participate in professional development and leadership training programs organized by PHP in Corona, CA, US, including advanced product training and personal growth workshops. • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, share best practices, and receive ongoing support and mentorship from industry experts. Qualifications: • The ideal candidate for the Senior Financial Advisor position in Corona, CA, US should possess an entrepreneurial spirit and a strong dedication to enhancing financial literacy and independence. • Strong communication abilities are a must for simplifying complex financial ideas and providing clear advice to clients effectively. • Candidates need to demonstrate a solid work ethic, self-drive, and effective time management skills, in addition to taking a proactive approach to their responsibilities. • A collaborative mindset is essential for successful teamwork, knowledge sharing, and fostering a positive team environment. • Obtaining a life insurance license, with support from PHP, is a mandatory requirement for this role in Corona, CA, US. • A customer-centric approach is critical, demonstrating a commitment to delivering exceptional service and upholding high ethical standards. • Education-wise, candidates should either already hold relevant licenses or show a strong willingness to obtain the necessary qualifications for the position. Compensation: $87,500 - $225,000 yearly

    • •
    • Meet with clients in Corona, CA, US, to assess their financial needs and provide personalized solutions, recommending suitable financial products based on individual requirements. •
    • Provide a comprehensive range of financial services in Corona, CA, US, such as life insurance, retirement planning, and various savings strategies to help clients achieve their financial goals effectively. •
    • Educate clients in Corona, CA, US, on the importance of life insurance, estate planning, and wealth-building techniques, empowering them to make informed financial decisions. •
    • Create and implement marketing strategies in Corona, CA, US, to grow the client base through networking events, referrals, and online outreach efforts. •
    • Cultivate long-term relationships with clients in Corona, CA, US, by offering consistent guidance and adjusting financial plans as necessary to ensure their financial security. •
    • Exceed monthly and quarterly sales targets in Corona, CA, US, while maintaining high ethical standards and delivering exceptional customer service. •
    • Participate in professional development and leadership training programs organized by PHP in Corona, CA, US, including advanced product training and personal growth workshops. •
    • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, share best practices, and receive ongoing support and mentorship from industry experts.

  • Compensation
    $87,500-$225,000 per year