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About The Position
Taubman Financial Management (TFM) is hiring a remote Life & Annuity Agent to help clients protect their income and retirement. Agents receive warm leads from vetted, approved vendors, access to products from more than 60 carriers, and one-on-one coaching from founder Scott Taubman, who has over 30 years of experience in insurance and financial planning. The agency also provides case design and product support for complex cases. The opportunity is open to already licensed agents seeking additional support and carrier access, as well as people new to insurance who are ready to obtain a license. New agents can receive training from the ground up and a discounted pre-licensing course. The role is fully remote and offers flexibility to set one’s own schedule and goals. This is a 1099, commission-only role with no base salary. Starting commission is 80% based on carrier payout schedules, with higher contracts available to experienced producers. The posting says new agents typically earn $60,000 or more in their first year and top producers earn six figures or more; actual earnings depend on work put in. Estimated startup costs are about $150 for state licensing and about $35 per month for errors and omissions insurance.
Requirements
- Reside in a U.S. state and be authorized to work in the United States.
- Hold a life insurance license in the resident state, or be ready to obtain one.
Nice To Haves
- Prior experience as a licensed insurance agent or producer; higher contracts are available to experienced producers.
- Interest in a long-term career helping families protect income and retirement.
- Ability to work independently, set personal goals, listen to people, and explain options clearly.
Responsibilities
- Help clients evaluate life and annuity options to protect their income and retirement.
- Recommend suitable products from the available carrier lineup.
- Manage one’s own schedule and goals while working with prospective clients.
- Listen to clients and explain options clearly.
Benefits
- Warm leads from vetted, approved vendors; no cold calling.
- One-on-one coaching from the agency founder and leadership team.
- Case design and product support for complicated cases.
- Access to products from more than 60 carriers.
- Training from the ground up for new agents.
- Discounted pre-licensing course.
- Flexible schedule and fully remote work.
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
