RUBIN FINANCIAL GROUP
Overview
We are looking for a Wealth & Retirement Protection Integrated Financial Strategist / Tax Mitigation Specialist with licensure or willingness to obtain licensure. The role is remote, commission-based, and supported by strong training and mentorship. Your Role Includes
Sales Presentation:
Deliver captivating presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor your approach to meet each clients unique concerns and preferences. Relationship Management:
Build and nurture long-term client relationships by providing continued support and follow-ups to ensure satisfaction and policy retention. Market Research:
Stay informed on industry trends, competitive products, and market conditions to position offerings effectively and provide valuable insights to clients. Sales Reporting:
Maintain accurate records of sales activities, client interactions, and progress toward targets. Prepare regular reports for management. Compliance:
Adhere to regulatory requirements and company policies, safeguard client confidentiality, and uphold the highest ethical standards. What Youll Get
Work remotely and set your own schedule complete flexibility to fit your life Use warm, pre-qualified leads covering all major product types Term Life, Whole Life, Final Expense, IUL, Mortgage Protection, Annuities, and Living Benefits directly managed in your own FREE CRM (no cold calling!) Earn high commissions, bonuses, and residuals from day one earning potential starts strong Learn from elite mentors and proven systems with over 30 years of experience training and developing agents Licensed life insurance producer or willing to get licensed guidance provided throughout the process Its about youan agent with real skills and unstoppable potential. Our NextGen Risk Plans are just the beginning. With world-class training and a culture of excellence, youll level up daily and build a career that transforms lives. This is more than a job its an opportunity to change your life and build a legacy. Youll have a strong support system, helping you crush goals and rise faster than you imagined. About Us
Rubin Financial Group (powered by Equis Financial) is a national team built on service, support, and success. Whether youre experienced or brand new, were ready to help you grow. About the Founder
Marc Rubin Founder & Agency Owner: Wealth & Retirement Protection Strategist | JD, MBA, Scottsdale, Arizona. With 30+ years in real estate, lending, homebuilding, and insurance, I help families protect what matters and empower professionals to build a life of freedom, purpose, and income. If youre coachable and hungry, wed love to connect. Apply today to learn more. Marc Rubin Qualifications & Requirements
Sales or marketing experience (insurance a plus) but not required eager to learn is a must Strong communicator with drive and integrity Licensed life insurance producer or willing to get licensed (well help) Ongoing training, tech tools, and leadership paths 100% remote work you can do business from anywhere Seniority level: Not Applicable Employment type: Full-time Job function: Sales, Consulting, and General Business #J-18808-Ljbffr
We are looking for a Wealth & Retirement Protection Integrated Financial Strategist / Tax Mitigation Specialist with licensure or willingness to obtain licensure. The role is remote, commission-based, and supported by strong training and mentorship. Your Role Includes
Sales Presentation:
Deliver captivating presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor your approach to meet each clients unique concerns and preferences. Relationship Management:
Build and nurture long-term client relationships by providing continued support and follow-ups to ensure satisfaction and policy retention. Market Research:
Stay informed on industry trends, competitive products, and market conditions to position offerings effectively and provide valuable insights to clients. Sales Reporting:
Maintain accurate records of sales activities, client interactions, and progress toward targets. Prepare regular reports for management. Compliance:
Adhere to regulatory requirements and company policies, safeguard client confidentiality, and uphold the highest ethical standards. What Youll Get
Work remotely and set your own schedule complete flexibility to fit your life Use warm, pre-qualified leads covering all major product types Term Life, Whole Life, Final Expense, IUL, Mortgage Protection, Annuities, and Living Benefits directly managed in your own FREE CRM (no cold calling!) Earn high commissions, bonuses, and residuals from day one earning potential starts strong Learn from elite mentors and proven systems with over 30 years of experience training and developing agents Licensed life insurance producer or willing to get licensed guidance provided throughout the process Its about youan agent with real skills and unstoppable potential. Our NextGen Risk Plans are just the beginning. With world-class training and a culture of excellence, youll level up daily and build a career that transforms lives. This is more than a job its an opportunity to change your life and build a legacy. Youll have a strong support system, helping you crush goals and rise faster than you imagined. About Us
Rubin Financial Group (powered by Equis Financial) is a national team built on service, support, and success. Whether youre experienced or brand new, were ready to help you grow. About the Founder
Marc Rubin Founder & Agency Owner: Wealth & Retirement Protection Strategist | JD, MBA, Scottsdale, Arizona. With 30+ years in real estate, lending, homebuilding, and insurance, I help families protect what matters and empower professionals to build a life of freedom, purpose, and income. If youre coachable and hungry, wed love to connect. Apply today to learn more. Marc Rubin Qualifications & Requirements
Sales or marketing experience (insurance a plus) but not required eager to learn is a must Strong communicator with drive and integrity Licensed life insurance producer or willing to get licensed (well help) Ongoing training, tech tools, and leadership paths 100% remote work you can do business from anywhere Seniority level: Not Applicable Employment type: Full-time Job function: Sales, Consulting, and General Business #J-18808-Ljbffr