Summary
This role offers a unique opportunity to make a meaningful impact by guiding individuals through one of the most critical financial decisions of their lives—securing retirement with annuities. As a commission-only, independent professional, you’ll serve as a trusted advisor to customers actively seeking financial clarity and long-term peace of mind. You’ll work directly with motivated prospects and collaborate with life insurance agents nationwide, leveraging a cutting-edge digital platform to deliver transparent, personalized solutions. This is more than a sales role—it’s a chance to shape the future of annuity distribution, build a flexible career on your own terms, and grow within a supportive, innovation-driven environment that values independence, mentorship, and performance.
Responsibilities
- Engage prospective customers through inbound and outbound calls, email, and SMS
- Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language
- Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly
- Build trust and long-term relationships that drive conversion and customer retention
- Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements
- Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey
- Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category
- Generate referrals through exceptional service and a customer-first mindset
Requirements
Requirements: - Active Life and Health Insurance License (required)
- Completion of state-mandated Annuity Suitability training or certification
- 2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred)
- Demonstrated success in sales and expert-level objection handling
- Exceptional multitasking, prioritization, and time management skills
- Ability to identify client challenges and deliver tailored, value-driven solutions
- Adaptability and resilience in a fast-paced, evolving environment
- Strong verbal communication skills and a confident, professional phone presence
- High drive to succeed and a commitment to delivering outstanding customer experiences
- Quick learner with disciplined organization and self-motivation
This is a 1099 commission-only, fully independent position. You set your own schedule, work from anywhere, and earn based on performance.
About Taubman Financial Management (TFM)
Taubman Financial Management is a leading provider of annuities and life insurance, powered by a technology platform designed to transform how retirement and protection solutions are accessed and delivered. Our three-sided digital ecosystem connects consumers, agents, and top-tier carriers—enabling instant product access, seamless underwriting, and a frictionless experience for all. We’re redefining the industry by putting people first, empowering agents at scale, and building tools that support smarter, more confident decision-making.
If you’re driven by purpose, independence, and the chance to grow in a forward-thinking organization, we welcome your application—even if you don’t meet every requirement. Passion, potential, and performance matters most.
