Overview
Portfolio Manager Jobs in Winston-Salem, NC at UNITED COMMUNITY BANK
Launch a Purpose-Driven Career with PHP Financial Services
Become a Life Insurance & Financial Planning Consultant – No Experience Necessary!
Are you ambitious, motivated, and ready to build a career you can be proud of? PHP Financial Services is seeking passionate individuals who are ready to create impact, earn unlimited income, and shape a future they control.
This isn’t about selling products—it’s about empowering families to secure their futures, protect their loved ones, and build financial freedom. And it’s about building a life of purpose, success, and independence for yourself in the process.
What You’ll Do:
Educate and guide clients to protect what matters most with life insurance and financial strategies.
Build lasting relationships based on trust, service, and real solutions.
Help individuals and families create financial security and peace of mind.
Grow personally and professionally with every client you help.
What Makes PHP Financial Services Different:
✅ Complete Training & Mentorship – No experience? No problem. We provide a proven system to support your growth from day one.
✅ Unlimited Income Potential – Your effort determines your earnings. No salary caps, no limits.
✅ Leadership Opportunities – Advancement and management tracks available for top performers.
✅ Flexible Schedule – Set your own hours and design your ideal work-life balance.
✅ Supportive, Growth-Focused Culture – Be part of a winning team that’s invested in your success.
Who Thrives Here:
Driven, ambitious individuals ready to take charge of their future.
People passionate about making a real difference in others’ lives.
Entrepreneurial minds who want freedom and structure.
Self-starters who value mentorship, growth, and teamwork.
Why Now?
The demand for life insurance and financial planning is at an all-time high. Families are seeking trusted advisors more than ever—and you can be that resource. With PHP Financial Services, you’ll have the tools, support, and opportunity to build a meaningful, profitable career.
Ready to Start?
If you’re ready to launch a career with purpose, flexibility, and real earning potential, we’re ready to support you every step of the way.
Apply today and take the first step toward a career—and life—you’ll love.
Full training and mentorship provided.
Compensation:
$87,500 – $225,000 yearly
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.
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.
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Title: Portfolio Manager
Company: UNITED COMMUNITY BANK
Location: Winston-Salem, NC
