Sales And Marketing Specialist

RUBIN FINANCIAL GROUP; Boston; Remote; GBP 55,803 - 223,215; Full time

Benefits offered by this job

Flexible scheduling

Ongoing training and mentorship

Access to pre-qualified leads

Job summary

A leading financial services firm in the UK is seeking an Integrated Financial Strategist to work remotely. This full-time position emphasizes mentoring, training, and building client relationships with uncapped commission potential. Ideal candidates will be driven, exhibit strong communication skills, and be willing to obtain necessary licensing for life insurance production.

Qualifications

• Willingness to learn and grow in a sales position.
• Experience in sales or marketing is helpful but not mandatory.
• Integrity and ambition are essential traits.

Responsibilities

• Deliver sales presentations to clients, highlighting benefits of life insurance.
• Manage and nurture long-term client relationships.
• Conduct market research to inform clients effectively.
• Maintain detailed records of sales activities.
• Adhere to compliance and ethical standards.

Skills

Strong communication

Sales ability

Relationship management

Education

Licensing: life insurance producer license

Tools

CRM software

Job description

Overview

We are Rubin Financial Group (powered by Equis Financial). This remote, commission-based opportunity is for a Wealth & Retirement Protection Integrated Financial Strategist, Tax Mitigation Specialist, Attorney, MBA, Entrepreneur, Agency Owner role. It emphasizes training, mentorship, and a path to becoming a top-tier professional who delivers value and builds a lasting legacy.

Base pay and compensation

Base pay range: $75,000.00/yr - $300,000.00/yr. Additional compensation types include annual bonus and commission. This is a remote, commission-based role with earning potential from day one.

Your Role Includes

• Sales Presentation: Deliver captivating presentations to individuals and groups, showcasing the benefits and features of life insurance products. Tailor your approach to 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 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 ethical standards.

What You’ll Get

• Work remotely with flexible scheduling.
• Access warm, pre-qualified leads across major product types (Term Life, Whole Life, Final Expense, IUL, Mortgage Protection, Annuities, Living Benefits) managed in a FREE CRM (no cold calling).
• Uncapped commissions, bonuses, and residuals.
• Ongoing training, mentorship from experienced leaders, and proven systems.
• Licensed life insurance producer or willingness to get licensed with guidance along the way.

Requirements and Benefits

• Sales or marketing experience is helpful but not required; a willingness to learn is essential.
• Strong communication, drive, and integrity.
• Licensing: life insurance producer license or willingness to obtain one (assistance provided).
• 100% remote work capability.
• Continuous training, tech tools, and leadership paths.

About Us

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

About the Founder

Marc Rubin – Founder & Agency Owner: Wealth & Retirement Protection Strategist | JD, MBA, Change-Maker. Based in Scottsdale, Arizona, with 30+ years in real estate, lending, homebuilding, and insurance. We aim to help families protect what matters and empower motivated professionals to build a life of freedom, purpose, and income.

If you are coachable and hungry, we’d love to connect. Apply today to learn more.

Employment Type and Seniority

• Employment type: Full-time
• Seniority level: Not Applicable