Your Own Schedule

Equis Financial

Insurance representative helping clients secure mortgage protection policies through Equis Financial. Contacting leads, setting appointments, and guiding applications to placement.

Posted 8/7/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong interpersonal skills to effectively engage with clients and assess their insurance needs. Capable of managing the application process and following up to ensure successful policy placement.

Highest-signal resume keywords

Client EngagementNeeds AssessmentApplication SubmissionFollow-UpSelf-Motivated

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Pleasing PersonalityWillingness To Learn

Industry Keywords

InsuranceLead ContactAppointment Setting

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Equis Financial Website LinkedIn All Job Openings 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. Your Own Schedule Job not on LinkedIn 🔥 55 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 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
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