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
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