Annuity Sales
SummaryThis 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.ResponsibilitiesEngage prospective customers through inbound and outbound calls,
email, and SMSEducate clients on annuity products, processes, and the broader
financial landscape in clear, accessible languageConduct in-depth discovery sessions to uncover individual
financial goals and tailor solutions accordinglyBuild trust and long-term relationships that drive conversion
and customer retentionServe as a key feedback partner to Product and Engineering teams
by identifying pain points and suggesting improvementsManage a dynamic pipeline with consistent follow-up across all
stages of the customer journeyCollaborate on refining sales scripts, outreach strategies, and
workflow optimizations for a rapidly growing product categoryGenerate referrals through exceptional service and a
customer-first mindsetRequirementsRequirements: Active Life and Health Insurance License (required)Completion of state-mandated Annuity Suitability training or certification2–3 years of proven annuity sales experience (Fixed,
Fixed-Index, or MYGA preferred)Demonstrated success in sales and expert-level objection handlingExceptional multitasking, prioritization, and time management skillsAbility to identify client challenges and deliver tailored,
value-driven solutionsAdaptability and resilience in a fast-paced, evolving environmentStrong verbal communication skills and a confident, professional
phone presenceHigh drive to succeed and a commitment to delivering outstanding
customer experiencesQuick learner with disciplined organization and self-motivationThis 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.
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.ResponsibilitiesEngage prospective customers through inbound and outbound calls,
email, and SMSEducate clients on annuity products, processes, and the broader
financial landscape in clear, accessible languageConduct in-depth discovery sessions to uncover individual
financial goals and tailor solutions accordinglyBuild trust and long-term relationships that drive conversion
and customer retentionServe as a key feedback partner to Product and Engineering teams
by identifying pain points and suggesting improvementsManage a dynamic pipeline with consistent follow-up across all
stages of the customer journeyCollaborate on refining sales scripts, outreach strategies, and
workflow optimizations for a rapidly growing product categoryGenerate referrals through exceptional service and a
customer-first mindsetRequirementsRequirements: Active Life and Health Insurance License (required)Completion of state-mandated Annuity Suitability training or certification2–3 years of proven annuity sales experience (Fixed,
Fixed-Index, or MYGA preferred)Demonstrated success in sales and expert-level objection handlingExceptional multitasking, prioritization, and time management skillsAbility to identify client challenges and deliver tailored,
value-driven solutionsAdaptability and resilience in a fast-paced, evolving environmentStrong verbal communication skills and a confident, professional
phone presenceHigh drive to succeed and a commitment to delivering outstanding
customer experiencesQuick learner with disciplined organization and self-motivationThis 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.