[Hiring] Life & Annuity Advisor @True North Recruiters

Role Description

Done building someone else's agency? Come build your own career. When was the last time your upline actually picked up the phone? Here, you get direct coaching from a 40-year industry veteran.

You know the products, you run the appointments and you close the cases. But somewhere along the way the deal changed. The comp grid got thinner, your upline stopped returning calls, and the "family culture" turned into a recruiting quota.

At Taubman Financial Management (TFM), we believe experienced agents deserve better. We're an independent life and annuity agency built on one simple idea: put people first and success follows.

• 100% remote. Live and work anywhere in the U.S.
• Compensation that respects your production.
• Competitive, transparent contract levels from day one, with a clear path to higher levels based on your results.
• You own your book of business.
• No mandatory fees, no hidden splits, and no required lead purchases.
• Mentorship directly from me, not a call center.
• Regular team meetings.
• One-on-one coaching.
• Case design help.
• Joint work on bigger cases.
• A direct line to me.
• Support that doesn't stop.
• Advanced markets support for your bigger cases.
• Business owner planning: buy-sell funding, key person coverage and executive benefits.
• Retirement income planning: annuity strategies, income planning and IUL for supplemental retirement income.
• Debt management and financial planning resources that open the door to whole-household relationships.
• Case design and joint work from the first meeting to placement.
• Leads on your terms.
• Coaching on building your own lead sources: referrals, centers of influence, community marketing and social media.
• One fully automated system, from quote to placed policy.
• A smooth transition from your current IMO.
• A culture you'll actually want to be part of.
• Live and work anywhere.

Qualifications

• An active resident Life & Health (or Life) insurance license in good standing.
• 2+ years of life and/or annuity sales experience. Captive, IMO or independent backgrounds all welcome.
• A self-starter who is comfortable working remotely and managing a pipeline.
• A client-first, ethical approach to recommending products.
• Legal eligibility to work in the United States and residency in a U.S. state. We'll help you get the non-resident licenses you need to sell in other states.
• Willingness to get appointed with our carrier partners (E&O coverage required).

How to apply

• Apply here in about two minutes. A member of our team will reach out to set up a confidential conversation.
• Your current IMO will not be contacted.
• Prefer to talk first? Book a confidential 15-minute call: Meet with Scott.