Equis Financial

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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.

Email Me Schedule An Appointment Call Me: (818)641-7705
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You will love what you do.

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

  • Receive Competitive Compensation in the form of Commissions & Bonuses
  • Run Leads Anywhere From the Comfort of Your Home
  • Qualify for Monthly Stipends for Business Expenses
  • Step-by-Step Training for Virtual & In-Person Sales
  • Free Business Management & Analytical Technology
  • Write Business with Over 15 Premier Carriers

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.

  • 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.

  • 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.

  • 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

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

  • What is Equis Financial?

    Equis Financial is a premier insurance marketing organization for independent insurance agents and agency builders.

  • What does an Equis agent do?

    An Equis agent provides middle-income America with protection for themselves, their families and their home in the form of life insurance. Agents provide a multitude of different products to their clients through Equis' carrier partners. Equis agents are independent contractors, owning their own business, creating their own schedule, and writing their own paycheck.

  • 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.

  • Is an insurance license required to work with Equis Financial?

    Yes. Agents must have, or obtain, a life insurance license for the state(s) in which they would like to write business.

  • 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.

  • Is insurance license required to work with Equis Financial?

    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.

  • How do I get my insurance license?

    You can do all your state-required, pre-licensing studying online with ExamFX (in as little as 5 days!). To register for your licensing course with a heavily discounted rate, contact your direct upline manager. 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 I start part-time?

    Yes! Many agents and managers start part-time before transitioning into a full-time career.

  • Who is going to train me?

    You will receive training from numerous people. Your direct upline, regional manager, colleagues, and Equis executives will all help train you. Being an Equis agent gives you access to our Training Center that houses hundreds of training videos and documents, as well as a Virtual Training Platform with step-by-step instructions towards a successful virtual career. There are also daily training webinars Monday - Saturday.

  • Are there opportunities for advancement into management?

    Yes. The Equis System is designed to help facilitate growth and assist our agents in building their own agencies. In addition to the support of Equis' leaders, our comprehensive training platform features education designed to help train and support agents who would like to build an agency of any size.

  • Do I have to build an agency?

    No. Being “The Agent’s Company” means that we support agents and managers in whichever direction they would like to take their business. Equis has developed a system for both personal producers and agency builders to develop a profitable business of their own.

  • What is a lead?

    A lead is generated when someone sends in a request by mail, phone, or internet search engine for services that Equis agents can provide. This system prevents agents from making cold calls and ensures they always have potential clients to contact!

  • How many leads does the average agent need?

    There is no set quantity of leads that every agent needs. The number of leads you will need is dependent on your personal goals and how much money you need to make in a given period.

  • Is an Equis agent considered a W-2 employee or 1099 worker?

    When you join Equis, you join as a 1099 independent contractor.

  • Why should I partner with Equis?

    When you work with Equis, you enter into a proven system that is clearly defined. You are able to become a business owner: run your own company, make your own hours, and create the life you envisioned for yourself. Equis will give you a strong foundation and support, unlike any other Insurance Marketing Organization, to build a profitable business!

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.

Email Me Schedule A Call Call Me:(818)641-7705