Senior Financial Advisor Health Services
PHP Financial Services - Corona, California, us, 92878
Work at PHP Financial Services
Overview
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Overview
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
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• 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