At a Glance
- Tasks: Engage clients with dynamic presentations and build lasting relationships.
- Company: Join Rubin Financial Group, a supportive team focused on financial empowerment.
- Benefits: Enjoy remote work, flexible hours, uncapped commissions, and ongoing training.
- Why this job: Make a real impact while growing your career in a thriving industry.
- Qualifications: No experience needed; just bring your passion and willingness to learn.
- Other info: Get licensed with our support and access warm leads from day one.
The predicted salary is between 54000 - 216000 £ per year.
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
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Sales And Marketing Specialist employer: RUBIN FINANCIAL GROUP
Contact Detail:
RUBIN FINANCIAL GROUP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales And Marketing Specialist
✨Tip Number 1
Familiarise yourself with the life insurance products offered by Rubin Financial Group. Understanding the features and benefits of these products will help you deliver captivating presentations and tailor your approach to potential clients.
✨Tip Number 2
Network with current employees or professionals in the industry. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial during interviews and when building relationships with clients.
✨Tip Number 3
Stay updated on market trends and competitive products. This knowledge will not only enhance your credibility but also enable you to position your offerings effectively, making you a more attractive candidate for the role.
✨Tip Number 4
Demonstrate your willingness to learn and grow. Highlight any relevant training or mentorship experiences you've had in the past, as this aligns perfectly with the company's emphasis on ongoing training and support.
We think you need these skills to ace Sales And Marketing Specialist
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Sales and Marketing Specialist position. Understand the key responsibilities such as sales presentations, relationship management, and market research to tailor your application accordingly.
Highlight Relevant Experience: Even if you don't have direct sales or marketing experience, emphasise any transferable skills or experiences that demonstrate your communication abilities, drive, and willingness to learn. This could include previous roles in customer service, teamwork, or leadership.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your values align with Rubin Financial Group's mission of helping families and empowering professionals. Be sure to express your eagerness to learn and grow within the company.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a client-facing role.
How to prepare for a job interview at RUBIN FINANCIAL GROUP
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of a Sales and Marketing Specialist. Familiarise yourself with life insurance products and how they benefit clients, as this will help you tailor your responses during the interview.
✨Showcase Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've effectively communicated with clients or colleagues in the past, highlighting any relevant experiences.
✨Demonstrate Your Willingness to Learn
The company values a willingness to learn, so be prepared to discuss how you approach new challenges. Share examples of times when you’ve taken the initiative to learn something new, especially in sales or marketing contexts.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. Consider asking about the training and mentorship opportunities available, as well as the company culture.