Consultative Sales
True North Recruiters, Houston, TX, United States
Houston, 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 Taubman Financial 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.
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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 Taubman Financial 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.
#J-18808-Ljbffr