Work From Home/ Your Own Schedule

equisfinancial

2 years ago

Charleston, SC

Onsite

Full Time

Junior

0 applicants

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About this role

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.

Skills

About equisfinancial

equisfinancial.com

Equis Financial is an alternative investment firm that sponsors and manages private real estate debt and structured credit products for accredited and institutional investors. They originate, underwrite, and service secured, income-producing loans and pooled debt funds designed to deliver steady yield and capital preservation through real-estate-backed collateral. Equis combines in-house sourcing and underwriting with investor reporting and platform services to simplify access to private credit opportunities. Their target clients are high-net-worth individuals and institutions seeking diversification and yield beyond public markets.