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Annuity Sales
- Odessa, Texas, United States
- Odessa, Texas, United States
Über
Responsibilities Engage prospective customers through inbound and outbound calls,email, and SMS
Educate clients on annuity products, processes, and the broaderfinancial landscape in clear, accessible language
Conduct in-depth discovery sessions to uncover individualfinancial goals and tailor solutions accordingly
Build trust and long-term relationships that drive conversionand customer retention
Serve as a key feedback partner to Product and Engineering teamsby identifying pain points and suggesting improvements
Manage a dynamic pipeline with consistent follow-up across allstages of the customer journey
Collaborate on refining sales scripts, outreach strategies, andworkflow optimizations for a rapidly growing product category
Generate referrals through exceptional service and acustomer-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, professionalphone presence
High drive to succeed and a commitment to delivering outstandingcustomer experiences
Quick learner with disciplined organization and self-motivation
This is a 1099 commission-only, fully independent position. You setyour own schedule, work from anywhere, and earn based on performance. About Taubman Financial Management (TFM) Taubman Financial Management is a leading provider of annuities andlife insurance, powered by a technology platform designed to transformhow retirement and protection solutions are accessed and delivered.Our three-sided digital ecosystem connects consumers, agents, andtop-tier carriers—enabling instant product access, seamlessunderwriting, and a frictionless experience for all. We’re redefiningthe industry by putting people first, empowering agents at scale, andbuilding tools that support smarter, more confident decision-making.
If you’re driven by purpose, independence, and the chance to growin a forward-thinking organization, we welcome your application—evenif you don’t meet every requirement. Passion, potential, andperformance matters most.
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Sprachkenntnisse
- English
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