Sales Job

Job not on LinkedIn

🕒 March 31

đŸ‡źđŸ‡± Israel – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

đŸ€‘ Sales

đŸ‘» Ghost score 53%

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Logo of Equis Financial

Equis Financial

201 - 500 employees

Founded 2015

đŸ’Œ Consulting

đŸ„ Healthcare

📣 Marketing

Consulting ‱ Healthcare ‱ 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.

📋 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.

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