What are the responsibilities and job description for the Financial Consultant Specialist position at PHP Financial Services?
Job Description
Job Description
We are actively seeking Financial Services Sales Representatives who are self-motivated, results-driven, and eager to make a positive impact. This is not just a sales job—it’s a career opportunity for individuals who want to grow professionally while helping others achieve financial peace of mind. As a Financial Services Sales Representative with PHP Financial Services, you will play a critical role in educating clients on financial solutions, offering them life insurance and investment strategies that fit their needs.
Whether you have previous experience in the financial services industry or are new to the field, PHP offers a unique blend of mentorship, ongoing training, and leadership opportunities. As part of our team, you will have access to state-of-the-art resources, a supportive network of professionals, and the opportunity to grow your own agency as you advance in your career.
This role offers boundless earning potential through a competitive commission structure and additional bonuses based on performance. If you're looking for flexibility, freedom, and the chance to help others while building a successful career, PHP Financial Services is the place for you.
We have extensive coaching and training to help you grow.
Compensation :
96,400 - $186,500 yearly
Responsibilities :
- Conduct consultations with clients in Corona, CA, US to understand their financial needs and propose tailored solutions.
- Present a variety of financial products, such as life insurance, retirement planning, and different savings choices.
- Educate individuals, families, and small business owners on the significance of life insurance and effective wealth-building tactics.
- Expand the client base through networking, referrals, and targeted online marketing strategies in the Corona, CA area.
- Foster lasting client relationships by offering consistent financial advice that adjusts to evolving situations.
- Achieve or surpass monthly and quarterly sales goals while upholding high ethical standards and ensuring customer satisfaction.
- Engage in ongoing professional growth and leadership development programs provided by PHP.
- Work collaboratively with a diverse team of financial professionals to share knowledge and receive mentorship.
Qualifications :
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.
Salary : $96,400 - $186,500
