Annuity Sales

Dallas, United States | Posted on 03/25/2026This role offers a unique opportunity to make a meaningful impactby guiding individuals through one of the most critical financial decisions of their lives—securing retirement with annuities. As a commission-only, independent professional, you’ll serve as a trusted advisor to customers actively seeking financial clarity and long-term peace of mind. You’ll work directly with motivated prospects and collaborate with life insurance agents nationwide, leveraging a cutting-edge digital platform to deliver transparent, personalized solutions. This is more than a sales role—it’s a chance to shape the future of annuity distribution, build a flexible career on your own terms, and grow within a supportive, innovation-driven environment that values independence, mentorship, and performance.ResponsibilitiesEngage prospective customers through inbound and outbound calls, email, and SMSEducate clients on annuity products, processes, and the broader financial landscape in clear, accessible languageConduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordinglyBuild trust and long-term relationships that drive conversion and customer retentionServe as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvementsManage a dynamic pipeline with consistent follow-up across all stages of the customer journeyCollaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product categoryGenerate referrals through exceptional service and a customer-first mindsetRequirements Requirements:Active Life and Health Insurance License (required)Completion of state-mandated Annuity Suitability training or certification2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred)Demonstrated success in sales and expert-level objection handlingExceptional multitasking, prioritization, and time management skillsAbility to identify client challenges and deliver tailored, value-driven solutionsAdaptability and resilience in a fast-paced, evolving environmentStrong verbal communication skills and a confident, professional phone presenceHigh drive to succeed and a commitment to delivering outstanding customer experiencesQuick learner with disciplined organization and self-motivationThis is a 1099 commission-only, fully independent position. You set your own schedule, work from anywhere, and earn based on performance.About Taubman Financial Management (TFM) Taubman Financial Management is a leading provider of annuities and life insurance, powered by a technology platform designed to transform how retirement and protection solutions are accessed and delivered. Our three-sided digital ecosystem connects consumers, agents, and top-tier carriers—enabling instant product access, seamless underwriting, and a frictionless experience for all. We’re redefining the industry by putting people first, empowering agents at scale, and building tools that support smarter, more confident decision-making.If you’re driven by purpose, independence, and the chance to grow in a forward-thinking organization, we welcome your application—even if you don’t meet every requirement. Passion, potential, and performance matters most.#J-18808-Ljbffr