San Antonio, United States | Posted on 01/24/2026
About the Role 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.
No cold calling. Nochasing. You will work exclusively with individuals and familieswho have already requested information or assistance regardingtheir insurance needs.
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),ens they understand their options and feel confident in theirdecisions. This is a 1099, performance-based role with structuredtraining, mentorship, and clearly defined advancement pathways.
Key Responsibilities
Learn and followproven company systems to deliver a high-quality client experience
Follow up with warmleads and prior client inquiries
Conduct virtualclient meetings via Zoom or phone
Educate clientsusing a consultative, service-first approach
Help clients enrollin coverage they have requested
Maintain clear,professional, and timely communication
Collaborate withteam members to ensure consistent client support
Meet performancebenchmarks to unlock growth opportunities
Participate inweekly virtual training and professional development
Build and maintainlong-term client relationships using company-provided andself-generated leads
Qualifications
3+ years ofexperience in sales, customer service, or a related field preferred
Strong verbal andvirtual communication skills
Comfort withtechnology and modern digital tools
Excellent timemanagement and organizational skills
Professional,dependable, and service-oriented
Coachable mindsetwith a willingness to learn and improve
Requirements
Flexibleavailability, including some evenings or weekends
Reliable smartphone,computer, and internet access
Ability to pass abackground check
Ability to completecontracting requirements
Active Life &Health Insurance License or willingness to obtain one with support
Compensation & Growth
Performance bonusesand incentive opportunities
Clear advancementand leadership development pathways
Annual company tripsfor qualifying producers
Discounted personalinsurance coverage options
Compensation isbased on individual performance and production. No income isguaranteed, and results vary based on effort, consistency,market 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.
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.
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About the Role 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.
No cold calling. Nochasing. You will work exclusively with individuals and familieswho have already requested information or assistance regardingtheir insurance needs.
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),ens they understand their options and feel confident in theirdecisions. This is a 1099, performance-based role with structuredtraining, mentorship, and clearly defined advancement pathways.
Key Responsibilities
Learn and followproven company systems to deliver a high-quality client experience
Follow up with warmleads and prior client inquiries
Conduct virtualclient meetings via Zoom or phone
Educate clientsusing a consultative, service-first approach
Help clients enrollin coverage they have requested
Maintain clear,professional, and timely communication
Collaborate withteam members to ensure consistent client support
Meet performancebenchmarks to unlock growth opportunities
Participate inweekly virtual training and professional development
Build and maintainlong-term client relationships using company-provided andself-generated leads
Qualifications
3+ years ofexperience in sales, customer service, or a related field preferred
Strong verbal andvirtual communication skills
Comfort withtechnology and modern digital tools
Excellent timemanagement and organizational skills
Professional,dependable, and service-oriented
Coachable mindsetwith a willingness to learn and improve
Requirements
Flexibleavailability, including some evenings or weekends
Reliable smartphone,computer, and internet access
Ability to pass abackground check
Ability to completecontracting requirements
Active Life &Health Insurance License or willingness to obtain one with support
Compensation & Growth
Performance bonusesand incentive opportunities
Clear advancementand leadership development pathways
Annual company tripsfor qualifying producers
Discounted personalinsurance coverage options
Compensation isbased on individual performance and production. No income isguaranteed, and results vary based on effort, consistency,market 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.
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.
#J-18808-Ljbffr