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🕒 March 31

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Equis Financial

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2015

🤝 B2B

💸 Finance

B2B • 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.

📋 Description

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.

🎯 Requirements

• Candidates should have basic computer skills and be able to use Microsoft Office programs • Some experience with accounting or sales lead software is beneficial • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulation.