Annuity Sales
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. 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. 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.