Job Description

Job Description

Job Description

Ready to Build a Life-Changing Career? Join PHP Financial Services Today!

Are you ambitious, self-motivated, and ready to break free from the 9-to-5 grind? Imagine a career where you control your schedule, your income, and your future —while making a real difference in people’s lives.

At PHP Financial Services , we’re not just offering a job—we’re offering a mission-driven career in the life insurance industry, where you’ll help individuals and families protect what matters most while building the life you’ve always wanted.

Position: Financial Planning Consultant

This isn’t just about selling life insurance—it’s about changing lives . You’ll become a trusted advisor, helping clients create a secure financial future through customized life insurance and financial planning strategies.

Why Start Your Journey with PHP?

World-Class Training & Support

• No experience? No problem. We provide step-by-step training, powerful tools, and 1-on-1 mentorship so you can hit the ground running—whether you're brand new or experienced in financial services.

Upside Income Potential

• There are no limits to what you can earn. Our commission-based structure plus performance bonuses means your income grows as you do.

Leadership & Growth Opportunities

• Looking to grow a team or move into management? We’ll show you how. We invest in your personal development and offer clear pathways to leadership.

Flexible, Empowering Work Style

• You choose your hours, your location, and how you work. This is your business, on your terms—with the support you need to thrive.

A Positive, Team-Driven Culture

• At PHP, you’re never alone. You’ll be surrounded by a community of like-minded go-getters who celebrate each other’s wins and lift each other up.

Who We’re Looking For

• Passionate individuals who want to help others
• Goal-driven professionals with a strong work ethic
• Career changers and entrepreneurs looking for a fresh start
• Team players who thrive in a supportive, success-focused environment

Start Changing Lives—Including Your Own

Whether you’re looking for more freedom, purpose, or financial security , this opportunity has the potential to transform your future. We’ll give you everything you need to succeed—you just need the drive to get started.

Apply now to launch your new career with PHP Financial Services!

We train. We support. You win.

$85,000 - $225,000 yearly

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients

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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