4 Sales Managers, 8 Senior Sales Managers, and 21 District Managers Promoted in June 2021!


LYNCHBURG, VA - July 20, 2021 - Equis Financial is excited to announce a record-breaking month of promotions! We had a total of 33 agents and managers promoted, with four being Sales Managers, eight Senior Sales Managers, and twenty-one District Managers. Congratulations to these managers who achieved a new promotion!



Sales Managers

Matthew P. (Silver Elite Producer)

James D.

Jason B. (Silver Elite Producer)

David S.


Senior Sales Manager

Tyler B. (Platinum Elite Producer)

Caleb F.

Mike B.

Julie D.

Rick R.

Charlie R.

Wayne S.

Cole S.


District Manager

Rick H. (Diamond Elite Producer)

Connor J. (Diamond Elite Producer)

Johnnie R. (Diamond Elite Producer)

Jim B.

Eric C.

Nicole H. (Gold Elite Producer)

Marc R. (Diamond Elite Producer)

Mariana D.

George R. (Platinum Elite Producer)

Josh T. (Silver Elite Producer)

Carlos E.C. (Platinum Elite Producer)

Deanna C. (Diamond Elite Producer)

Joe G. (Diamond Elite Producer)

Michael T. (Gold Elite Producer)

Andrew P. (Gold Elite Producer)

Jahmal B. (Diamond Elite Producer)

Jackie R. (Silver Elite Producer)

Kyle V. (Platinum Elite Producer)

Mary C. (Silver Elite Producer)

Pat G. (Gold Elite Producer)

Doug W. (Gold Elite Producer)

In order to qualify as a Sales Manager, the agent will have a minimum of $15,000 Issued Paid Business and 1 qualified Equis Representative.

In order to qualify as a Senior Sales Manager, the agent will have a minimum of $25,000 Issued Paid Business and 1 qualified Equis Representative.


In order to qualify as a District Manager, the agent will have a minimum of $35,000 Issued Paid Business and 1 qualified Equis Representative.

About Equis Financial

Equis Financial is the premier insurance marketing organization for independent insurance agents and agency builders. Founded by former field agents, Equis was designed to be the company that 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 commitment. Through partnerships with the industry’s best carriers, we bring our agents a portfolio of products that can provide protection to the families we serve.

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