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True North Recruiters; Livermore (CA); Remote; USD 60,000 - 120,000; Full time

Job summary

Taubman Financial Management (TFM) is seeking a Life & Annuity Agent to work remotely from anywhere in the United States. Agents will leverage warm leads, access to 60+ carriers, and personalized coaching from founder Scott Taubman to build a real career in insurance and financial planning.

New agents typically earn $60,000+ in their first year, with top producers earning six figures or more. This is a 1099, commission-only opportunity with no base salary, and startup licensing costs are

Qualifications

• Must reside in a U.S. state and be authorized to work in the United States.
• Hold a life insurance license in your resident state, or be ready to get one (we'll help)

Responsibilities

• Sell life and annuity products remotely to clients.
• Work with warm leads, with no cold calling.
• Receive coaching and support from agency founder Scott Taubman.

Skills

Life insurance license

Job description

Livermore, United States | Posted on 11/01/2026

Life & Annuity Agent — Remote | Warm Leads, No Cold Calling

Sell from anywhere with a 30-year pro in your corner.

Most agents start out on their own: chasing cold prospects, guessing at products, and waiting months for a real paycheck. At Taubman Financial Management (TFM), you start with warm leads, 60+ carriers, and one-on-one coaching from agency founder Scott Taubman. Scott has 30+ years in insurance and financial planning and built and sold his own wealth management firm.

Already licensed and want more support and better carrier access? New to insurance and ready to build a real career? Either way, we'll help you get there. Hear it from Scott: Why This Opportunity and Why Now??

Why agents choose TFM

• 80% starting commission based on carrier payout schedules, with higher contracts for experienced producers
• No cold calling. Warm leads from vetted, approved vendors: people who have already asked for information
• A mentor, not just a manager. One-on-one coaching with Scott and a leadership team invested in your success, plus case design and product support when a case gets complicated
• 60+ carriers. Recommend what's right for the client, not what one company sells
• A fast start if you're new. Training from the ground up and a discounted pre-licensing course

The numbers

New agents typically earn $60,000+ in their first year, and top producers earn six figures or more. How quickly you start earning is up to you: the more you commit, the faster you'll see results. Startup costs are low: about $150 for state licensing and about $35 a month for E&O insurance. This is a 1099, commission-only role with no base salary, so your income grows with the work you put in.

You'll thrive here if you

• Like running your own day and setting your own goals
• Enjoy listening to people and explaining options clearly
• Want a long-term career helping families protect their income and retirement

Requirements

• Reside in a U.S. state and be authorized to work in the United States
• Hold a life insurance license in your resident state, or be ready to get one (we'll help)