equisfinancial
Helping clients who have requested information about Mortgage Protection put policies in place to protect their families. The role involves contacting leads, setting appointments, assessing client needs, assisting with applications, and ensuring policies are placed.
Headquarters
United States Air Force Acad, Colorado, United States
Company Size
201-500 employees
Founded
2015
Equis Financial is the Agent’s Company, an independent insurance marketing organization that supports independent agents and agency builders with life, health, and wealth protection products. We partner with multiple carriers to offer life insurance, mortgage protection, living benefits, retirement solutions, and related protections, backed by training, technology, and advisor support. As part of Integrity Marketing Group, Equis Financial provides these resources to help families across America and middle-income households protect their financial health.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for equisfinancial.
equisfinancial didn’t post a salary, so this is our estimate from similar listings.
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