Annuity Sales
True North Recruiters, Houston, TX, United States
Houston, United States | Posted on 03/25/2026
This role offers a unique opportunity to make a meaningful impactby guiding individuals through one of the most critical financialdecisions of their lives—securing retirement with annuities. As acommission-only, independent professional, you’ll serve as a trustedadvisor to customers actively seeking financial clarity and long-termpeace of mind. You’ll work directly with motivated prospects andcollaborate with life insurance agents nationwide, leveraging acutting-edge digital platform to deliver transparent, personalizedsolutions. This is more than a sales role—it’s a chance to shape thefuture of annuity distribution, build a flexible career on your ownterms, and grow within a supportive, innovation-driven environmentthat values independence, mentorship, and performance.
Responsibilities Engage prospective customers through inbound and outbound calls,email, and SMS
Educate clients on annuity products, processes, and the broaderfinancial landscape in clear, accessible language
Conduct in-depth discovery sessions to uncover individualfinancial goals and tailor solutions accordingly
Build trust and long-term relationships that drive conversionand customer retention
Serve as a key feedback partner to Product and Engineering teamsby identifying pain points and suggesting improvements
Manage a dynamic pipeline with consistent follow-up across allstages of the customer journey
Collaborate on refining sales scripts, outreach strategies, andworkflow optimizations for a rapidly growing product category
Generate referrals through exceptional service and acustomer-first mindset
Requirements
Requirements:
Active Life and Health Insurance License (required)
Completion of state-mandated Annuity Suitability training or certification
2–3 years of proven annuity sales experience (Fixed,Fixed-Index, or MYGA preferred)
Demonstrated success in sales and expert-level objection handling
Exceptional multitasking, prioritization, and time management skills
Ability to identify client challenges and deliver tailored,value-driven solutions
Adaptability and resilience in a fast-paced, evolving environment
Strong verbal communication skills and a confident, professionalphone presence
High drive to succeed and a commitment to delivering outstandingcustomer experiences
Quick learner with disciplined organization and self-motivation
This is a 1099 commission-only, fully independent position. You setyour own schedule, work from anywhere, and earn based on performance. About Taubman Financial Management (TFM) Taubman Financial Management is a leading provider of annuities andlife insurance, powered by a technology platform designed to transformhow retirement and protection solutions are accessed and delivered.Our three-sided digital ecosystem connects consumers, agents, andtop-tier carriers—enabling instant product access, seamlessunderwriting, and a frictionless experience for all. We’re redefiningthe industry by putting people first, empowering agents at scale, andbuilding tools that support smarter, more confident decision-making.
If you’re driven by purpose, independence, and the chance to growin a forward-thinking organization, we welcome your application—evenif you don’t meet every requirement. Passion, potential, andperformance matters most.
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Responsibilities Engage prospective customers through inbound and outbound calls,email, and SMS
Educate clients on annuity products, processes, and the broaderfinancial landscape in clear, accessible language
Conduct in-depth discovery sessions to uncover individualfinancial goals and tailor solutions accordingly
Build trust and long-term relationships that drive conversionand customer retention
Serve as a key feedback partner to Product and Engineering teamsby identifying pain points and suggesting improvements
Manage a dynamic pipeline with consistent follow-up across allstages of the customer journey
Collaborate on refining sales scripts, outreach strategies, andworkflow optimizations for a rapidly growing product category
Generate referrals through exceptional service and acustomer-first mindset
Requirements
Requirements:
Active Life and Health Insurance License (required)
Completion of state-mandated Annuity Suitability training or certification
2–3 years of proven annuity sales experience (Fixed,Fixed-Index, or MYGA preferred)
Demonstrated success in sales and expert-level objection handling
Exceptional multitasking, prioritization, and time management skills
Ability to identify client challenges and deliver tailored,value-driven solutions
Adaptability and resilience in a fast-paced, evolving environment
Strong verbal communication skills and a confident, professionalphone presence
High drive to succeed and a commitment to delivering outstandingcustomer experiences
Quick learner with disciplined organization and self-motivation
This is a 1099 commission-only, fully independent position. You setyour own schedule, work from anywhere, and earn based on performance. About Taubman Financial Management (TFM) Taubman Financial Management is a leading provider of annuities andlife insurance, powered by a technology platform designed to transformhow retirement and protection solutions are accessed and delivered.Our three-sided digital ecosystem connects consumers, agents, andtop-tier carriers—enabling instant product access, seamlessunderwriting, and a frictionless experience for all. We’re redefiningthe industry by putting people first, empowering agents at scale, andbuilding tools that support smarter, more confident decision-making.
If you’re driven by purpose, independence, and the chance to growin a forward-thinking organization, we welcome your application—evenif you don’t meet every requirement. Passion, potential, andperformance matters most.
#J-18808-Ljbffr