RUBIN FINANCIAL GROUP
Overview
We are Rubin Financial Group (powered by Equis Financial). This remote, commission-based opportunity is for an Independent Contractor focused on wealth and retirement protection. The role title includes Wealth & Retirement Protection Integrated Financial Strategist | Tax Mitigation Specialist | Attorney | MBA | Entrepreneur | Agency Owner Rubin… Rubin Financial Group is a national team built on service, support, and success. We provide world-class training, mentorship, and a culture of excellence to help you level up every day and build a career that can transform lives—including yours. This is more than a job — it’s an opportunity to change your life and build a legacy. Responsibilities
Sales Presentation:
Deliver captivating presentations to individuals and groups, showcasing the benefits and features of life insurance products. Tailor your approach to meet each client’s unique concerns and preferences. Relationship Management:
Build and nurture long-term client relationships by providing ongoing 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 You’ll Get
Work remotely with complete flexibility to fit your life Warm, pre-qualified leads covering major product types — Term Life, Whole Life, Final Expense, IUL, Mortgage Protection, Annuities, and Living Benefits — managed in your own CRM (no cold calling) Uncapped commissions plus monthly bonuses and residuals from day one Ongoing training, tech tools, and leadership paths Licensed life insurance producer or willing to get licensed (we’ll guide you through every step) Requirements
Sales or marketing experience (insurance a plus) but not required — eagerness to learn is a must Strong communication, drive, and integrity Licensed life insurance producer or willing to obtain licensing (assistance provided) About Us
Rubin Financial Group (powered by Equis Financial) is a national team built on service, support, and success. Whether you’re experienced or new, if you’re ready to grow—we’re ready to help. About the Founder
Marc Rubin – Founder & Agency Owner:
Wealth & Retirement Protection Strategist | JD, MBA, Change-Maker | Scottsdale, Arizona. With 30+ years in real estate, lending, homebuilding, and insurance, Marc helps families protect what matters and empower motivated professionals to build a life of freedom, purpose, and income. If you’re coachable and hungry, we’d love to connect. Apply today to learn more. I am looking forward to connecting. Let’s talk, -Marc Rubin
#J-18808-Ljbffr
We are Rubin Financial Group (powered by Equis Financial). This remote, commission-based opportunity is for an Independent Contractor focused on wealth and retirement protection. The role title includes Wealth & Retirement Protection Integrated Financial Strategist | Tax Mitigation Specialist | Attorney | MBA | Entrepreneur | Agency Owner Rubin… Rubin Financial Group is a national team built on service, support, and success. We provide world-class training, mentorship, and a culture of excellence to help you level up every day and build a career that can transform lives—including yours. This is more than a job — it’s an opportunity to change your life and build a legacy. Responsibilities
Sales Presentation:
Deliver captivating presentations to individuals and groups, showcasing the benefits and features of life insurance products. Tailor your approach to meet each client’s unique concerns and preferences. Relationship Management:
Build and nurture long-term client relationships by providing ongoing 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 You’ll Get
Work remotely with complete flexibility to fit your life Warm, pre-qualified leads covering major product types — Term Life, Whole Life, Final Expense, IUL, Mortgage Protection, Annuities, and Living Benefits — managed in your own CRM (no cold calling) Uncapped commissions plus monthly bonuses and residuals from day one Ongoing training, tech tools, and leadership paths Licensed life insurance producer or willing to get licensed (we’ll guide you through every step) Requirements
Sales or marketing experience (insurance a plus) but not required — eagerness to learn is a must Strong communication, drive, and integrity Licensed life insurance producer or willing to obtain licensing (assistance provided) About Us
Rubin Financial Group (powered by Equis Financial) is a national team built on service, support, and success. Whether you’re experienced or new, if you’re ready to grow—we’re ready to help. About the Founder
Marc Rubin – Founder & Agency Owner:
Wealth & Retirement Protection Strategist | JD, MBA, Change-Maker | Scottsdale, Arizona. With 30+ years in real estate, lending, homebuilding, and insurance, Marc helps families protect what matters and empower motivated professionals to build a life of freedom, purpose, and income. If you’re coachable and hungry, we’d love to connect. Apply today to learn more. I am looking forward to connecting. Let’s talk, -Marc Rubin
#J-18808-Ljbffr