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About
Overview 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.
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.
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Languages
- English
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