This is not a
traditional sales position. This role is best described as a
consultative, client-service-focused advisor position. The clients
you work with have already expressed interest in coverage or
requested information. Your role is to guide them through their
options, answer questions, and help them enroll in the coverage
they requested.

You will meet with
individuals and families virtually (via Zoom or phone),
ensuring they understand their options and feel confident in their
decisions. This is a 1099, performance-based role with structured
training, mentorship, and clearly defined advancement pathways.

Key
Responsibilities:

·          Learn and follow proven company
systems to deliver a high-quality client experience

·          Follow up with warm leads and
prior client inquiries

·          Conduct virtual client meetings
via Zoom or phone

·          Educate clients using a
consultative, service-first approach

·          Help clients enroll in coverage
they have requested

·          Maintain clear, professional, and
timely communication

·          Collaborate with team members to
ensure consistent client support

·          Meet performance benchmarks to
unlock growth opportunities

·          Participate in weekly virtual
training and professional development

·          Build and maintain long-term
client relationships using company-provided and
self-generated leads

Qualifications:

·          3+ years of experience in sales,
customer service, or a related field preferred (No sales
experience - we have openings for those who want to serve others
in a consultative way)

·          Strong verbal and virtual
communication skills

·          Comfort with technology and modern
digital tools

·          Excellent time management and
organizational skills

·          Professional, dependable, and
service-oriented

·          Coachable mindset with a
willingness to learn and improve

Requirements:

·          Flexible availability, including
some evenings or weekends

·          Reliable smartphone, computer,
and internet access

·          Ability to pass a background
check

·          Ability to complete contracting
requirements

·          Active Life & Health Insurance
License or willingness to obtain one with support

Compensation &
Growth:

·          Commission-based compensation
(1099)

·          Performance bonuses and
incentive opportunities

·          Clear advancement and leadership
development pathways

·          Annual company trips for
qualifying producers

·          Discounted personal insurance
coverage options

Compensation is
based on individual performance and production. No income is
guaranteed, and results vary based on effort, consistency, and
market conditions.

Licensing Support If
you do not currently hold a Life & Health Insurance License,
Taubman Financial Management provides guidance, resources, and
support to help you obtain it—often within 7–10 days, depending on
individual effort and state requirements.

About Taubman
Financial Management:  

Taubman Financial
Management is an established organization built on vision,
integrity, and a commitment to serving families at the highest
level. Our mission is simple: to help people protect what matters
most—and to leave every individual better than we find them. We
take a modern, professional approach to the insurance industry
by combining advanced technology, streamlined systems, and
genuine human connection. This allows us to deliver an
efficient, empowering experience for both our clients and our advisors.

Final Note This role
is ideal for professionals who enjoy helping people, value
structure and accountability, and are comfortable with
performance-based growth. If you are seeking hourly pay or a
traditional W-2 position, this role may not be the right fit. If
you’re looking for a consultative, service-driven opportunity with
long-term upside, we’d welcome the conversation.