Job Description

Overview

Wealth & Retirement Protection Integrated Financial Strategist | Tax Mitigation Specialist | Attorney | MBA | Entrepreneur | Agency Owner Rubin…

Rubin Financial Group | Remote Sales | Commission-Based | Independent Contractor

It’s all about you—an agent with real skills and potential. Our NextGen Risk Plans are just the beginning. With world-class training, mentorship, and a culture of excellence, you’ll level up every day 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 to help you crush goals and rise quickly.

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 concerns and preferences.
• Relationship Management: Build and nurture long-term client relationships with 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 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 high ethical standards.

What You’ll Get

• Work remotely with flexible scheduling.
• Use 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).
• Earn high commissions, bonuses, and residuals from day one.
• Elite mentorship and proven systems from a team with 30+ years of experience.
• Licensed life insurance producer or willingness to get licensed (guidance provided).

Requirements & Qualifications

• Licensed life insurance producer or willing to get licensed (we’ll help).
• Sales or marketing experience preferred, insurance experience a plus but not required.
• Strong communicator with drive and integrity.
• Uncapped commissions and monthly bonuses.
• Ongoing training, tech tools, and leadership paths.
• 100% remote — work from anywhere.

About Us

Rubin Financial Group (powered by Equis Financial) is a national team built on service, support, and success. We focus on growth for both experienced professionals and newcomers.

About the Founder

Marc Rubin – Founder & Agency Owner: Wealth & Retirement Protection Strategist | JD, MBA, Scottsdale, AZ. With 30+ years in real estate, lending, homebuilding, and insurance, I help 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 look forward to connecting. Lets talk, —Marc Rubin

Job Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Sales, Consulting, and General Business
• Industries: Financial Services and Insurance

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