Consultative Sales

Franklin, United States | Posted on 03/18/2026

This is not atraditional sales position. This role is best described as aconsultative, client-service-focused advisor position. The clientsyou work with have already expressed interest in coverage orrequested information. Your role is to guide them through theiroptions, answer questions, and help them enroll in the coveragethey requested.

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

No cold calling. No chasing. You will work exclusively with individualsand families who have already requested information orassistance regarding their insurance needs.

KeyResponsibilities:

• Learn and follow proven companysystems to deliver a high-quality client experience
• Follow up with warm leads andprior client inquiries
• Conduct virtual client meetingsvia Zoom or phone
• Educate clients using aconsultative, service-first approach
• Help clients enroll in coveragethey have requested
• Maintain clear, professional, andtimely communication
• Collaborate with team members toensure consistent client support
• Meet performance benchmarks tounlock growth opportunities
• Participate in weekly virtualtraining and professional development
• Build and maintain long-termclient relationships using company-provided andself-generated leads

Qualifications:

• 3+ years of experience in sales,customer service, or a related field preferred (No salesexperience - we have openings for those who want to serve othersin a consultative way)
• Strong verbal and virtualcommunication skills
• Comfort with technology and moderndigital tools
• Excellent time management andorganizational skills
• Professional, dependable, andservice-oriented
• Coachable mindset with awillingness to learn and improve

Requirements:

• Flexible availability, includingsome evenings or weekends
• Reliable smartphone, computer,and internet access
• Ability to pass a backgroundcheck
• Ability to complete contractingrequirements
• Active Life & Health InsuranceLicense or willingness to obtain one with support

Compensation &Growth:

• Commission-based compensation(1099)
• Performance bonuses andincentive opportunities
• Clear advancement and leadershipdevelopment pathways
• Annual company trips forqualifying producers
• Discounted personal insurancecoverage options

Compensation isbased on individual performance and production. No income isguaranteed, and results vary based on effort, consistency, andmarket conditions.

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

About TaubmanFinancial Management:

Taubman FinancialManagement is an established organization built on vision,integrity, and a commitment to serving families at the highestlevel. Our mission is simple: to help people protect what mattersmost—and to leave every individual better than we find them. Wetake a modern, professional approach to the insurance industryby combining advanced technology, streamlined systems, andgenuine human connection. This allows us to deliver anefficient, empowering experience for both our clients and our advisors.

Final Note

This roleis ideal for professionals who enjoy helping people, valuestructure and accountability, and are comfortable withperformance-based growth. If you are seeking hourly pay or atraditional W-2 position, this role may not be the right fit. Ifyou’re looking for a consultative, service-driven opportunity withlong-term upside, we’d welcome the conversation.