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Equis Financial

201 - 500 employees

Founded 2015

💼 Consulting

🏥 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

• Contact leads • Set appointments • Visit with clients to determine their needs and qualifications • Help clients apply for the insurance they choose • Submit completed applications to the insurance company • Follow up to ensure policies are placed

🎯 Requirements

• Pleasing personality • Self-motivated • Willing to learn • Entry-level opportunity

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