Consultative Sales

Job Description

Job Description

About Taubman Financial Management:

Taubman Financial Management is an established organization built on vision, integrity, and a commitment to serving families at the highest level. Our mission is simple: to help people protect what matters most—and to leave every individual better than we find them. We take a modern, professional approach to the insurance industry by combining advanced technology, streamlined systems, and genuine human connection. This allows us to deliver an efficient, empowering experience for both our clients and our advisors.

No cold calling. No chasing. You will work exclusively with individuals and families who have already requested information or assistance regarding their insurance needs.

About the Role:

This is not a traditional sales position. This role is best described as a consultative, client-service-focused advisor position. The clients you work with have already expressed interest in coverage or requested information. Your role is to guide them through their options, answer questions, and help them enroll in the coverage they requested.

You will meet with individuals and families virtually (via Zoom or phone), ensuring they understand their options and feel confident in their decisions. This is a 1099, performance-based role with structured training, mentorship, and clearly defined advancement pathways.

Key Responsibilities:

· Learn and follow proven company systems to deliver a high-quality client experience

· Follow up with warm leads and prior client inquiries

· Conduct virtual client meetings via Zoom or phone

· Educate clients using a consultative, service-first approach

· Help clients enroll in coverage they have requested

· Maintain clear, professional, and timely communication

· Collaborate with team members to ensure consistent client support

· Meet performance benchmarks to unlock growth opportunities

· Participate in weekly virtual training and professional development

· Build and maintain long-term client relationships using company-provided and self-generated leads

Qualifications:

· 3+ years of experience in sales, customer service, or a related field preferred

· Strong verbal and virtual communication skills

· Comfort with technology and modern digital tools

· Excellent time management and organizational skills

· Professional, dependable, and service-oriented

· Coachable mindset with a willingness to learn and improve

Requirements:

· Flexible availability, including some evenings or weekends

· Reliable smartphone, computer, and internet access

· Ability to pass a background check

· Ability to complete contracting requirements

· Active Life & Health Insurance License or willingness to obtain one with support

Compensation & Growth:

· Commission-based compensation (1099)

· Performance bonuses and incentive opportunities

· Clear advancement and leadership development pathways

· Annual company trips for qualifying producers

· Discounted personal insurance coverage options

Compensation is based on individual performance and production. No income is guaranteed, and results vary based on effort, consistency, and market conditions.

Licensing Support If you do not currently hold a Life & Health Insurance License, Taubman Financial Management provides guidance, resources, and support to help you obtain it—often within 7–10 days, depending on individual effort and state requirements.

Final Note This role is ideal for professionals who enjoy helping people, value structure and accountability, and are comfortable with performance-based growth. If you are seeking hourly pay or a traditional W-2 position, this role may not be the right fit. If you’re looking for a consultative, service-driven opportunity with long-term upside, we’d welcome the conversation.