Annuity Sales

Job Description

Job Description

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:

• 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.