What are the responsibilities and job description for the Life Insurance Financial Consultant Specialist position at PHP Financial Services?
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 - $187,500 yearly
Responsibilities:- Meet with clients in Corona, CA, US to thoroughly understand their financial needs and offer personalized solutions.
- Introduce a range of financial products, including life insurance, retirement planning, and various savings options.
- Educate individuals, families, and small business owners on the importance of life insurance and effective wealth-building strategies.
- Grow the client base through networking, referrals, and targeted online marketing tactics within the Corona, CA region.
- Cultivate strong client relationships by providing consistent financial guidance that adapts to changing circumstances.
- Exceed monthly and quarterly sales targets while upholding ethical standards and ensuring client satisfaction.
- Participate in continuous professional development and leadership programs facilitated by PHP.
- Collaborate with a diverse team of financial professionals to exchange knowledge and receive mentorship.
- Strong commitment to educating clients in Corona, CA, US on financial literacy, guiding them towards financial independence, and enhancing their financial well-being.
- Exceptional verbal and written communication skills are crucial for explaining complex financial concepts clearly and concisely.
- Demonstrated self-motivation with a track record of effective time management, proactive problem-solving, and a strong work ethic.
- Team player mindset with the capability to collaborate, share best practices, and positively contribute within a team setting.
- Willingness to acquire a life insurance license, with full support and guidance from PHP.
- Dedicated to delivering outstanding customer service with integrity and honesty as core values.
- High school diploma or equivalent is required, while holding a college degree in business, finance, or related fields is advantageous.
- Open to exploring passive income opportunities.
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 - $187,500