[Hiring] Senior Life & Annuity Sales Agent @True North Recruiters

Role Description

Done building someone else's agency? Come build your own career. You've put in the work. Now work from anywhere: no office, no territory, no upline looking over your shoulder.

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 to cover policy types, underwriting, and business operations
• One-on-one coaching on your pipeline, goals, and weekly activity
• Case design help for complex cases
• Joint work on bigger cases with real clients
• A direct line to me for quick answers
• Support that continues for as long as you're with TFM
• Advanced markets support for complex cases
• Business owner planning, retirement income planning, and debt management resources
• Leads on your terms without forced purchases
• One fully automated system for quoting, illustrations, underwriting, applications, and CRM
• A smooth transition from your current IMO
• A culture that celebrates every win and values diversity
• No pressure to recruit; building a team is optional
• Live and work anywhere with a flexible schedule

Qualifications

• An active resident Life & Health (or Life) insurance license in good standing
• 2+ years of life and/or annuity sales experience
• A self-starter 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
• Willingness to get appointed with our carrier partners (E&O coverage required)

Requirements

• Active Life & Health (or Life) insurance license
• 2+ years of sales experience in life and/or annuities
• Self-starter with remote work capability
• Client-first ethical approach
• Legal eligibility to work in the U.S.
• Willingness to obtain necessary appointments

Benefits

• 100% remote work environment
• Competitive compensation structure
• No mandatory fees or hidden costs
• Direct mentorship and coaching
• Access to advanced market support
• Automated systems for efficiency
• Support throughout your career at TFM

Company Description

Taubman Financial Management is an independent life and annuity agency focused on putting people first, ensuring that success follows naturally.