Sales And Marketing Specialist

RUBIN FINANCIAL GROUP; Mesquite (TX); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Flexible work schedule

High commission structure

Mentoring from experienced professionals

Job summary

A financial services company based in Texas is seeking a Wealth & Retirement Protection Integrated Financial Strategist / Tax Mitigation Specialist. This remote position offers flexible work hours and encourages personal growth through comprehensive training. Candidates should have a passion for sales and strong communication skills, and be willing to obtain licensure. High earning potential exists from the outset, supported by warm leads and mentorship.

Qualifications

• Eager to learn and develop in the insurance field.
• Effective in building client relationships.
• Ability to adapt presentations based on client needs.

Responsibilities

• Deliver presentations showcasing life insurance products.
• Build and manage long-term client relationships.
• Conduct market research to stay informed on trends.
• Maintain records of sales activities and interactions.
• Adhere to compliance and ethical standards.

Skills

Sales experience

Strong communication

Integrity

Education

Licensure in life insurance

Job description

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