Summary
Taubman Financial Management is a financial services company that helps families, individuals, and businesses pursue financial security through insurance solutions. The Life & Annuity Insurance Sales Agent will connect with clients, recommend life insurance and annuity products, guide applications, build relationships, and manage an independent sales pipeline while receiving training and mentorship.
Responsibilities
- Connect with clients to understand their financial goals and family protection needs
- Present and recommend life insurance and annuity solutions tailored to each client
- Guide clients through the application and enrollment process with honesty and care
- Build long-term relationships that lead to referrals and repeat business
- Manage your own schedule and pipeline — you're the CEO of your business
- Continuously grow your skills through ongoing training and mentorship
Skills
- Strong communicators who genuinely enjoy helping people
- Self-starters who are motivated by unlimited earning potential
- A positive, resilient, growth-oriented mindset
- Comfort with (or willingness to learn) virtual/phone-based sales
- Life & health insurance license required
- No license yet? No problem. We'll guide you through how to get one
- Prior sales, insurance, or financial services experience is a plus but NOT required
Qualifications
Must Haves
- Strong communicators who genuinely enjoy helping people
- Self-starters who are motivated by unlimited earning potential
- A positive, resilient, growth-oriented mindset
- Comfort with (or willingness to learn) virtual/phone-based sales
- Life & health insurance license required
- no license yet? No problem. We'll guide you through how to get one
Nice to Haves
- Prior sales, insurance, or financial services experience is a plus but NOT required
Benefits
- 100% Commission — Uncapped Income Potential
- 100% Remote Freedom: Work from home, from the road, or from anywhere with an internet connection.
- Real Mentorship & Training, including training, scripts, tools, and support to succeed.
- True Flexibility: Set your own hours and build your business around your family, goals, and lifestyle.
- Guidance through obtaining a life and health insurance license for applicants who are not yet licensed.