Equis Financial is the premier insurance marketing organization for independent insurance agents and agency builders.  Founded by field agents, Equis was designed from the ground up to be the company agents can call home, the company where agents and agency managers can build a career built to last that is both profitable and fulfilling.  The Agent’s Company is much more than a tagline, it’s a promise. Through partnerships with the industry’s best carriers, we bring our agents a portfolio of products that can provide the protection the families we serve so desperately need. While our foundation was built on Mortgage Protection services, our platform has greatly expanded to support Final Expense, Advanced Markets, and Spanish-speaking agents throughout the country through Equis Latino. With the leadership of industry veterans Barry Clarkson, Rob Jones, and Bill Martin, Equis Financial is experiencing unprecedented growth and bettering the lives of both agents and clients nationwide.

WHAT MAKES US DIFFERENT?

  • Exclusive high-quality lead system.
  • Industry-leading compensation.
  • Equis training system ensures a fast and profitable start for our new agents.
  • Continued training by top agents to keep our agents at the top of their game.
  • Generous bonus program for both individual agents and agency managers.
  • Vast portfolio of insurance products allows our agents to provide their clients with Mortgage Protection, Final Expense, and Advanced Markets coverages, no matter the situation.
  • Top annuity and Final Expense products offered to complement our foundation of Mortgage Protection sales.
  • A true plug-and-play system for agency managers to grow successful and sustainable agencies.
  • Incentive trips to world-class destinations.
  • The absolute best support staff to provide assistance with new business, leads, sales support, licensing, underwriting, and marketing.
  • All the tools an agent needs to start and grow a lasting career.

WHAT ARE YOUR OPPORTUNITIES FOR GROWTH?

At Equis Financial, we believe deeply in the power of positive recognition and empowering the agents that have made the most out of The Equis Opportunity. For this reason, we have built the most competitive, rewarding promotion and bonus program in the industry today.

 

Esteemed management positions of Sales Manager, District Manager, and Regional Manager are available to ANY agent willing to work towards their long-term success with The Agent’s Company. With these promotions come higher commission levels, access to management-exclusive reward programs and incentives, as well as access to incentive programs and leader retreats hosted by our very own executive team.

 

What truly sets Equis Financial apart, in our industry, is the commitment to not just the builder but the personal producer as well. In addition to management opportunities, The Equis Opportunity extends itself to several bonus programs available to personal producers, agency builders, and everyone in between. Personal Producer bonuses, Manager bonuses, and the highly sought-after Equity bonus are all provided to reward our most ardently dedicated and active agents. There are no hoops to jump through, no fine print, and no surprises; simply follow the track that works best for you and we’ll support you along every step of the way.

OUR MISSION

To respect and invest in our most valuable resource, our agents, by providing a secure and

innovative environment to start and build a lasting career.

EXECUTIVE TEAM