Retirement Specialist Job at PHP Financial Services - Orange County, Anaheim, CA

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  • PHP Financial Services - Orange County
  • Anaheim, CA

Job Description

Are you a motivated, self-driven professional ready to take your career to the next level? PHP Agency is hiring Retirement Specialists to help individuals and families plan for the future with confidence. This opportunity is ideal for entrepreneurial-minded individuals, sales professionals, or anyone looking to make a meaningful impact while building a business with long-term potential. No financial background? No problem. We provide full training, mentorship, and licensing support to help you succeed. What We Offer: High Earning Potential Our competitive commission structure and performance-based bonuses mean your income is directly tied to your effort—there is no income cap. Flexible Schedule Design your own workday and enjoy the freedom to build your career around your lifestyle. Comprehensive Training and Support Gain access to world-class training, ongoing coaching, and all the tools you need to grow your client base and knowledge. Leadership Opportunities Advance into management or build your own agency with support from our national network. Collaborative, Purpose-Driven Culture Join a community of professionals committed to growth, service, and creating long-term financial security for their clients. If you’re passionate about helping others, enjoy setting your own goals, and want to create a flexible, fulfilling career, this opportunity is for you. Apply now to become a Retirement Specialist with PHP Agency and start building a career that rewards your ambition. Responsibilities:

  • Provide tailored financial solutions to assist clients in achieving retirement security, including offering life insurance, annuities, and investment strategies.
  • Educate clients effectively on financial concepts like retirement planning, wealth management, and estate planning.
  • Expand client base through networking, referrals, and strategic marketing efforts.
  • Engage in continuous training, professional development, and mentorship programs offered by PHP.
  • Work collaboratively with a supportive team of seasoned financial professionals to deliver exceptional client service.
Qualifications:
  • To excel as a Retirement Specialist in Anaheim, CA, US, it is preferred to have prior experience in sales, customer service, or related fields.
  • The candidate should be willing to acquire a life insurance license, with guidance and support provided by PHP.
  • While beneficial, previous experience in financial services or insurance is not mandatory for this role in Anaheim, CA, US.
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.

Job Tags

Flexible hours,

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