Life & Annuity Sales Agent - Remote, Training Provided

True North Recruiters; New York (NY); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Uncapped commissions

Remote work

Mentorship

Sales training

Leadership path

Résumé du poste

Taubman Financial Management is expanding its remote Life & Annuity sales team nationwide. Independent agents operate on a 1099 basis, earning uncapped commissions plus renewals, with mentorship and comprehensive product training.

You'll work from home across the U.S., design your schedule, and help families protect income and retirement with life insurance, annuities, and living benefits. Prior licensing is preferred, but not required.

Qualifications

• Licensed life and annuity agent or willing to obtain licensure
• Experience in sales, customer service, or related field
• Strong communication and listening skills
• Ability to work independently with a flexible schedule
• Familiarity with CRM tools and virtual meetings

Responsabilités

• Hold virtual meetings with families to review protection and retirement needs
• Design and present insurance and annuity solutions from multiple carriers
• Follow up with prospects and clients and manage your pipeline
• Participate in weekly team training and product updates
• Optional: recruiting and mentoring your own agents to earn overrides

Connaissances

Self-motivated

Good communicator

Coachable

Organized

Formation

State licensure in life & annuity

Outils

CRM tools

Video calls

Email

Description du poste

Life & Annuity Sales Agent - Remote, Training Provided

Columbia, United States

Remote Life & Annuity Sales Agent: Build Your Own Book of Business

Position: Independent Agent, Commission-Only (1099)
Schedule: Full-time or part-time, you set your hours
Location: 100% remote, open to candidates in this area and across the U.S.
Experience: Licensed agents and career-changers welcome

Why this role is different

Most families don't need a product pitch. They need someone who will listen, explain their options in plain English, and help them protect their income and retirement. At Taubman Financial Management (TFM), that is the job. Since 2008 we have helped working families, middle-income households and small business owners protect what they've built and plan for retirement, with no pressure and no gimmicks.

We're now adding agents in new markets. You'll have access to top-rated carriers, a clear sales process and real mentorship, and you'll keep full control of your schedule and your business.

What you'll offer clients

• Life insurance: term, whole life and indexed universal life (IUL)
• Annuities: fixed and fixed-indexed annuities for safe retirement income
• Living benefits: coverage that pays if a client faces a critical, chronic or terminal illness
• Final expense and mortgage protection

Two ways in

Already licensed? Bring your experience. You'll get competitive contract levels, a wide carrier lineup, and backing on advanced cases such as retirement income and debt management planning.

Not licensed yet? That's fine. We'll point you to a quality pre-licensing course at a discount and walk you through the state exam, appointments and your first client meetings.

What a typical week looks like

• Virtual meetings with families to review their protection and retirement needs
• Designing and presenting solutions from several highly rated carriers
• Following up with prospects and clients, and managing your pipeline
• Weekly team training and product updates
• Optional: recruiting and mentoring your own agents to earn override income

What we provide

• Uncapped commissions plus renewal income that builds over time
• Access to top-rated life and annuity carriers
• Product, underwriting and sales training for new and experienced agents
• One-on-one mentorship from an experienced financial professional
• A clear path into leadership for those who want to build a team
• No quotas and no territory limits. Work from home, anywhere in the U.S.

Who we're looking for

• Self-motivated and comfortable running your own schedule
• Good communicator who genuinely enjoys helping people
• Coachable, organized and willing to follow a proven process
• Comfortable with video calls, email and basic CRM tools
• Background in sales, customer service, teaching, healthcare, military or finance is a plus, but not required
• Must live in the United States and be legally eligible to work in the U.S.
• Must be able to pass a state licensing background check

Compensation

This is a 1099, commission-only independent contractor role. Income depends entirely on your effort, activity and results, and there is no cap. You earn first-year commissions plus ongoing renewals, and optional override income if you build a team.

Taubman Financial Management is an independent life and annuity agency based in Phoenix, Arizona. Independent agent opportunity; this is not an offer of employment.