Possess a State Life Insurance License or be willing to obtain one., High School diploma or equivalent is required., Previous experience in sales or customer service is preferred., Excellent written and verbal communication skills are essential..
Key responsabilities:
Follow up on inquiries from potential clients and schedule appointments.
Meet with families to help them find suitable protection plans.
Complete necessary electronic applications and follow-up paperwork.
Report sales numbers to the home office and participate in ongoing training.
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Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today. Designed from the ground up by industry veterans, Equis provides a proven system that works for anyone. With the driving force of progressive technology, an exclusive lead program, a competitive product portfolio, and state-of-the-art training, Equis has created a company for agents and agency builders to develop a business of their own.
Equis Financial was acquired by Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, in May of 2020 to accelerate combined growth and provide even more Americans with the important life and health insurance coverage they need.
Services provided: Life Insurance including benefits such as mortgage protection, final expense, and living benefits; and retirement solutions, including debt elimination.
This is a true WORK FROM HOME position for the sales professional. Whether you are an experienced sales representative or a newbie to sales. We provide training for all our new agents.
Description
We help protect families financially, if they have a loved one become critically ill or pass away.
What we do is extremely important to the families that we serve, and they have requested information about the programs we offer.
We work in the areas of Mortgage Protection, Final Expense Protection, Debt Elimination, retirement planning for our younger clients and retirement preparation for those clients ready to retire.
Duties
Follow up on responders that have been sent into our office by future clients and schedule an appointment.
Meet with these families in person, over the phone, or through a video chat and help them find the protection plan that is right for them.
Complete necessary electronic application and follow up paperwork.
Report your numbers to the home office.
Participate in ongoing sales training
Our sales reps do NO Cold-Calling or Prospecting
This is a 100% commission only, sole proprietor, 1099 sales position. The participants are independent contractors and not employees.
What We Offer
Competitive, encouraging culture
The flexibility in your schedule so you can have a healthy work / life balance.
The opportunity to grow in our industry, both financially and professionally.
A great training platform
Commissions paid daily by our insurance carriers
Production based promotion opportunities.
Qualifications
Possess a State Life Insurance License or be willing to obtain one.
High School diploma or equivalent
Must be 18+years old and eligible to work in the USA
Pass a criminal background check and drug screening
Previous experience in sales, customer service, or other related fields preferred
Ability to build rapport with clients
Proficient with smartphone, computer, iPad
Need to have cell phone, and a computer or tablet with web camera