Entry-Level Financial Consultant

PHP Financial Services • Corona, CA

385d • $85,000 - $185,000

About The Position

As an Entry-Level Financial Consultant at PHP Financial Services, you will embark on a career with limitless potential, providing tailored financial solutions to clients. This role emphasizes training and mentorship, allowing you to grow your income while making a meaningful impact in people's lives. You will work closely with clients to offer services such as life insurance, retirement planning, and investment strategies, all while enjoying the flexibility to set your own hours and work at your own pace.

Requirements

• A high school diploma or equivalent is required; a college degree is advantageous but not compulsory.
• Effective communication skills are crucial for simplifying financial concepts for clients.
• Motivated, goal-oriented, and eager to progress and excel in the financial services sector.
• Possessing an entrepreneurial spirit and enthusiasm for establishing a personal business is highly prized.
• Willingness to obtain essential licenses, such as a life insurance license, with guidance from PHP.
• Strong work ethic, a commitment to assisting others, and the ability to handle rejection professionally are vital attributes.
• Comfort with flexible hours and embracing a performance-based role are necessary for this position.

Nice To Haves

• Prior experience in sales or customer service is a plus but not required.
• Experience in financial services or related fields is advantageous.

Responsibilities

• Conduct client consultations in Corona, CA to evaluate financial needs and offer tailored recommendations for life insurance and financial products.
• Deliver clear and comprehensive explanations of various financial solutions, including life insurance, retirement plans, and savings strategies, to clients in Corona, CA.
• Educate and guide clients in Corona, CA on the range of financial options available to them, assisting in decisions to protect their financial well-being.
• Create personalized strategies specific to Corona, CA to grow the client base through referrals, social media engagement, and local networking efforts.
• Foster enduring relationships with clients in Corona, CA by providing ongoing financial guidance and adjusting plans as necessary.
• Set and reach sales targets on a monthly and quarterly basis in Corona, CA, maintaining high standards of ethics and customer care.
• Engage in continuous professional development opportunities in Corona, CA, such as training sessions, workshops, and mentorship programs, to enhance skills and advance career progression.
• Collaborate with a team of consultants and mentors in Corona, CA to exchange insights and ensure collective success.

Benefits

• Comprehensive training and mentorship programs.
• Unlimited earning potential with a competitive commission-based structure and performance bonuses.
• Opportunities to earn passive income.
• Flexibility to set your own hours and work at your own pace.
• Access to ongoing training, development, and leadership opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED