Financial Planning Consultant

Company: Bighornlaw
Location: Corona
Posted on: November 13, 2024

Job Description:

Take Control of Your Future as a Financial Planning Consultant - with PHP Agency!Are you a self-motivated go-getter ready to build a career that gives you freedom, financial rewards, and the chance to truly make a difference? PHP Agency is looking for driven individuals just like you to join our growing team as Financial Services Sales Representatives!What You'll DoIn this exciting role, you won't just be selling life insurance and financial products-you'll be empowering individuals and families to secure their financial futures. You'll become a trusted advisor, guiding your clients toward smart decisions that protect their loved ones and build wealth for the long term.Why Choose PHP?This is more than a job-it's a life-changing opportunity to thrive in the dynamic world of financial services. Here's why PHP is the best place for your success:

• Unlimited Earning Potential: No salary caps. You control your income-the harder you work, the more you earn through our competitive commission structure and performance bonuses.
• Leadership & Growth Opportunities: PHP is committed to your success. Whether you're looking to advance quickly or build your own team, we offer personal development and leadership training to help you grow.
• Supportive Environment: You'll work in a dynamic, team-oriented atmosphere that gives you the tools and support you need to thrive.
• Flexibility: Set your own schedule. Work when it suits you and create the work-life balance you've always wanted.Who We're Looking ForWe're looking for people who are:
  • Ambitious and ready to take their career to the next level.
  • Passionate about helping others achieve financial security.
  • Entrepreneurial-minded with a desire for personal and financial growth.Ready to Take the Leap?If you're ready for a high-energy, high-reward career that puts you in charge of your success, PHP Agency is the perfect fit. Join us today and start building a future with unlimited potential!Apply now and step into a career that transforms lives-yours and your clients'! Responsibilities
    • Client Consultations: Meet with individuals, families, and small business owners to assess their financial needs, explain available products, and recommend tailored financial solutions.
    • Product Offerings: Offer a range of financial services products, including life insurance, annuities, retirement planning, and savings strategies.
    • Customer Education: Educate clients about the importance of life insurance, estate planning, and wealth-building strategies, guiding them through the decision-making process.
    • Networking & Client Acquisition: Develop and implement marketing strategies to expand your client base, including referrals, networking events, and online outreach.
    • Relationship Building: Build long-term relationships with clients, serving as a trusted financial advisor and helping them adjust their plans as their needs evolve.
    • Sales Targets: Meet or exceed monthly and quarterly sales goals, while maintaining the highest standards of ethics and customer service.
    • Training & Development: Participate in continuous professional development and leadership training provided by PHP, including advanced product training and personal development workshops.
    • Team Collaboration: Work alongside a diverse team of financial professionals, sharing insights and best practices, while receiving ongoing support and mentorship from industry experts. Qualifications
      • Entrepreneurial Spirit: Motivated individuals who are passionate about financial literacy, helping others, and achieving financial independence.
      • Strong Communication Skills: Excellent interpersonal skills with the ability to explain complex financial products in a simple, easy-to-understand way.
      • Work Ethic: A self-starter with a strong work ethic, able to manage your own time and take initiative.
      • Team-Oriented: Ability to collaborate with others, share best practices, and contribute to a positive team environment.
      • Licensing: Willingness to obtain a life insurance license (required; PHP will provide guidance on how to get licensed).
      • Customer-Focused: A commitment to providing outstanding customer service and a high level of integrity.
      • Education: High school diploma or equivalent required; a college degree in business, finance, or a related field is a plus but not necessary. Compensation $85,000 - $185,000 yearly About PHP Financial Services 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.
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Keywords: Bighornlaw, Calexico , Financial Planning Consultant, Accounting, Auditing , Corona, California