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.
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.
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.
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.
in a forward-thinking organization, we welcome your application—even
if you don’t meet every requirement. Passion, potential, and
performance matters most.