Job Description
Job Description
ABOUT THE OPPORTUNITY :
Taubman Financial Management powered by one of the largest insurance organizations in the country, is a family-driven agency built on vision, integrity, and growth. Our mission is simple - Protect Families. Develop Leaders.
We’re disrupting the traditional insurance space by combining cutting-edge technology, AI systems, and real human connection to change how families are protected. No cold calls. No chasing. You’ll work directly with qualified clients who have already requested help securing financial protection for their future.
RESPONSIBILITIES :
- Master company systems and products to deliver a first-class client experience
- Follow up with warm leads and prior client inquiries
- Meet with clients virtually via Zoom or phone during the sales process
- Manage direct communication between clients and the company
- Collaborate with your agency team to ensure smooth, professional client experiences
- Meet or exceed performance goals to earn promotions and leadership opportunities
- Maintain state licensing requirements and compliance standards
- Attend weekly virtual meetings for training and team development
- Build and nurture client relationships through company-provided or self-generated leads
- Educate clients on how our products help build and protect generational wealth
QUALIFICATIONS :
Preferred 3+ years of experience in sales, customer service, or a related field preferredComfortable with technology and modern communication toolsStrong time management and organization skillsExcellent communication skills - both on the phone and face-to-faceA servant leadership mindset focused on helping othersREQUIREMENTS :
Ability to work flexible hours - evenings and weekends as needed for clientsReliable cell phone, data, and Wi-Fi accessMust pass a background checkComplete carrier contracting requirementsActive Life & Health Insurance License (or willingness to obtain - we help you get licensed in 7–10 days)BENEFITS :
Work remotely with flexible training and schedulingPerformance-based bonuses and incentivesAnnual all-expense-paid trips for top producersDiscounted health and life insurance coverage optionsLeadership development and growth opportunities within the organizationReady to take control of your time and income?
Apply today to join the Delaney Agency and build a career that fits your goals and lifestyle.
Job Types : Full-time, Part-time, Permanent
Pay : $85,090.60 - $275,797.28 per year
Disclaimer : If you do not currently have a Life / Health Insurance License, Taubman financial Management provides the resources and guidance to help you obtain it in as little as 7–10 days.