Equis Financial

Equis Financial Equis Financial

Consider Our CareersThis is your financial agency.

There’s a reason they call us “The Agent’s Company.” We were started by agents and built for agents. If you want to be valued for your work ethic, leadership, and integrity—if you’re looking for the right place you can serve and succeed—explore the future with us.

 
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You will love what you do.

At Equis, you are your own company's most valuable asset.

  • Build your career as a financial agent with the exclusive Equis turnkey system
  • Start with a 75% commission advance
  • Earn additional rewards for your extra effort with the Equis Bonus Program
  • You’ll be eligible for raises every 2 months
  • Generate a passive income through renewals
  • NO membership fees, club fees, contract promotion fees, or training fees
  • Part-time and full-time positions available

Our clients desperately need our help.

Middle-income Americans are in a crisis. It's up to you to help them install their first line of defense in the face of financial hardships.With Equis, you’ll work with your clients to tailor life insurance and retirement solutions that best fit their needs and budgets. Thanks to your financial know-how, your clients can finally protect their loved ones. Talk about a win-win.

More than 40% of Americans have no form of life insurance, while 84% say that most people need it.

– MarketWatch, 2018, “New Study Reveals More Than 40 Percent of Americans Don’t Have Any Form of Life Insurance”

The need is clear.

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  • Life Insurance

    68%of Americans say they personally need life insurance but many don't have it.

  • Retirement Planning

    60%+of Americans fear they won’t be able to retire or that they will run out of money during their retirement.

  • Final Expense

    $8500is the average cost of a funeral, which is a 28% increase in the last 10 years. For most families today, the loss of a loved one brings both emotional and financial stress.

  • Mortgage Protection

    70%of U.S. households with children would have trouble meeting everyday living expenses within a few months if a primary wage earner were to die today.

Take a closer look at our products and services.

Explore Our Services
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"The Agent's Company" is your company.

  • Gather Leads With Ease

    We're the company where the sales come to you, not the other way around. Thanks to Equis's exclusive lead program, cold-calling is a task of the past.

  • Equis Financial Business Overviews

    Receive the latest product and sales training from the Equis executive team, top field agents, and insurance carrier representatives in person, in a city near you!

  • Leadership That's Here For You

    Unlike other company structures, our leadership works for you. Sounds crazy, right? But that's how it should be.

  • Equis Podcast Network

    Plug in to training on-demand. Our podcast lets you take your learning on the go and improve wherever you are.

  • Education Tools Made For You

    Our company was built by agents, for agents. Equis invests in your financial education, because that's how we do better as a team.

  • Weekly Webinars

    Join industry titans each week like Bill Martin, Vice President of Sales, for interactive webinars—questions answered live.

  • Online Training

    Expert training from the industry's best is on Equis Financial’s own training platform. It's 100% free, and available for all your electronic devices.

  • Top-Notch Technology

    From a back office that makes your job easier to integrations with our partners, our technology’s job is to get out of the way so you can serve clients at your speed.

  • National Training Conventions

    Looking for education that's a little more personal? Our national training conventions are great opportunities to train and get to know your fellow agents. You can even grab some one-on-one time with some of our best agents to help you improve your business.

  • Marketing Enabled

    A strong brand, a credible reputation, and a suite of digital marketing tools are here to help you establish yourself as a professional and expand your business as an entrepreneur.

Such a wonderful place to work. Technology is top notch, training is phenomenal and the support is even better than that! Our leaders care about us and take the time out of their schedules to make sure we know that. Wouldn’t want to be anywhere else!Mandy Miller–Galarza – Sales Manager

After being with another organization, I can tell you that the support, training, higher commissions and leadership is a breath of fresh air. We have significantly increased our income and enjoy the positive camaraderie with our colleagues.Miki Baldwin–Hutchinson – Life Protection Specialist

Incredible leadership! Hands down The Agent’s Company! The Executive Team has a passion for every agent, as well as the consumer!Timothy Herbert – Life Protection Specialist

Amazing leadership, training, insurance company partnerships and company culture! Top-notch motivation and training from the company leaders create an environment to succeed! Equis is truly “The Agents Company."Brandon Clarke – Sales Manager

They have a great training and great products to offer. I am very happy to be apart of this company.Toney Williams – Life Protection Specialist

Agent FAQs

  • Can I start part-time?

    Yes. Many of our most successful agents started part–time while they kept their 9–5 job, before transitioning into a full–time career with Equis. Head to our Videos section to view some of these very success stories!

  • How many leads does the average agent need?

    On average, our full–time agents purchase 10–15 leads per week, but do keep in mind that your success is not dependent on leads.

  • Are agents paid commission only?

    Yes. Other than the bonuses paid by Equis, our agents make their living from commissions paid by our various insurance companies.

  • How much can a new agent make?

    Brand new agents start on a 70% contract with 75% commission advance. If that agent issues 4 sales per week, with the company average of about $1,000 annual premium and takes 10 leads per week, they will end up with a net commission of $1,690 per week. We have many part–time agents who work a couple days a week and earn an extra $1,000 – $2,000 to supplement their current income.

  • Are there any fees to join the Equis team?

    No. And we are proud of that! At Equis we are in the business of selling insurance. We view our agents as partners and want our agents to reach their full sales potential in a professional atmosphere. That is why we do not have any membership fees, special club fees, contract promotion fees, or training university fees.

  • Does Equis Financial require an insurance license?

    Yes. The Insurance industry is highly regulated. All of our agents must have, or obtain, a life insurance producer’s license for the state in which they reside in order to write business.

  • Can I get my license online?

    Yes and no. You can do all your state required pre-licensing studying online with ExamFX. We have partnered with ExamFX to provide our agents with a heavily discounted rate. To register for your licensing course, contact our office for your discount code. You will be required to take your license exam at a state approved facility. ExamFX will help you locate the testing facility nearest you.

  • Can an agent earn a higher contract?

    Absolutely. Every 2 months agents are eligible to receive contract raises depending on production. Individual agents at Equis can earn top contracts that are normally only given to agency managers. Agency managers have the ability to earn contracts that surpass the industry standard.

  • Are there management advancement opportunities?

    Yes. The Equis Platform is designed to help facilitate growth and assist our agents in building their own agencies. Our leaders and training platform feature education designed to help train and support agents who would like to build an agency of any size.

  • How much do leads cost?

    Lead cost depends on the type of lead, the age of the lead, and contract level of the agent. For a new agent leads can cost from $42.50 down to $0.50! Leads are here to help facilitate your business but are in no way required for success at The Agent’s Company! Many of our top agents have found their success without the use of any leads at all.

Ready to plant your flag?

Equis is a platform built for agents to do what they do best—serve clients, lead their team, and build the freedom they want for their career and life. Contact me today to discuss how to plant your flag at Equis.

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