Remote Consultative Insurance Advisor (Performance-Based)
True North Recruiters, Boise, ID, United States
Boise, United States | Posted on 02/16/2026
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 families who have already requested information or assistance regardingtheir insurance needs.
About the Role:
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.
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, 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.
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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No cold calling. Nochasing. You will work exclusively with individuals and families who have already requested information or assistance regardingtheir insurance needs.
About the Role:
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.
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, 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.
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