Financial Planning Consultant

Job Description

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 Do

In 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 For

We’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'!

Compensation :

$85,000 - $185,000 yearly

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.

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.