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 client’s 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 You’ll 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
It’s about you—an agent with real skills and unstoppable potential. Our NextGen Risk Plans are just the beginning. With world-class training and a culture of excellence, you’ll level up daily and build a career that transforms lives.
This is more than a job — it’s an opportunity to change your life and build a legacy. You’ll 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 you’re experienced or brand new, we’re 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 you’re coachable and hungry, we’d 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 (we’ll 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
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