
201 - 500 employees
Founded 2015
đŒ Consulting
đ„ Healthcare
đŁ Marketing
Consulting âą Healthcare âą Marketing
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
đŒ Consulting
đ„ Healthcare
đŁ Marketing
Consulting âą Healthcare âą Marketing
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 Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customersâ satisfaction âą Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders âą Work with policyholders to develop and deliver risk management strategies that fit their individual profiles âą Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty âą 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.
âą Candidates should have basic computer skills and be able to use Microsoft Office programs âą Some experience with accounting or sales lead software is beneficial âą Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role âą Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulation.
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