Annuity Sales
True North Recruiters
- Phoenix, Arizona, United States
- Phoenix, Arizona, United States
À propos
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. 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. 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.
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Compétences linguistiques
- English
Avis aux utilisateurs
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