
201 - 500 employees
Founded 2015
đ€ B2B
đž Finance
B2B âą Finance
Equis Financial is a U. S. -based insurance marketing organization and agent-focused platform that supports independent life insurance agents and agency builders. Founded by field agents and now part of Integrity Marketing Group, Equis provides a portfolio of life and related insurance products, training, carrier partnerships, and technology resources to help agents sell protection products, build scalable agencies, and serve middle-income Americans. The company emphasizes recruitment, commission-based compensation, agent training and mentorship, and free business technology to enable agent growth and productivity.
đ March 31
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201 - 500 employees
Founded 2015
đ€ B2B
đž Finance
B2B âą Finance
Equis Financial is a U. S. -based insurance marketing organization and agent-focused platform that supports independent life insurance agents and agency builders. Founded by field agents and now part of Integrity Marketing Group, Equis provides a portfolio of life and related insurance products, training, carrier partnerships, and technology resources to help agents sell protection products, build scalable agencies, and serve middle-income Americans. The company emphasizes recruitment, commission-based compensation, agent training and mentorship, and free business technology to enable agent growth and productivity.
âą Use leads and schedule appointments with clients âą Determine the specific needs of particular clients by researching current coverage and available options âą Answer questions related to coverage and premiums âą Help customers complete all paperwork or electronic applications properly âą Obtain underwriting approval by completing the application for coverage
âą High school diploma or equivalent âą Prior sales experience a plus âą Willing to learn and apply our system âą Strong communication skills âą Organized, self-motivated, and proactive in problem-solving
âą High-Commission payout âą Exclusive, qualified, direct response leads âą No cold calling/cold door knocking âą Proprietary living benefit life products âą Profit sharing to agents âą Cash bonuses
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