Consultative Sales

Franklin, United States | Posted on 03/18/2026

This is not atraditional sales position. This role is best described as aconsultative, client-service-focused advisor position. The clients you work with have already expressed interest in coverage or requested information. Your role is to guide them through their options, answer questions, and help them enroll in the coverage they requested.

You will meet with individuals and families virtually (via Zoom or phone),ensuring they understand their options and feel confident in their decisions. This is a 1099, performance-based role with structured training, mentorship, and clearly defined advancement pathways.

No cold calling. No chasing. You will work exclusively with individuals and families who have already requested information or assistance regarding their insurance needs.

• Learn and follow proven company systems to deliver a high-quality client experience
• Follow up with warm leads andprior client inquiries
• Conduct virtual client meetings via Zoom or phone
• Educate clients using aconsultative, service-first approach
• Help clients enroll in coverage they have requested
• Maintain clear, professional, andtimely communication
• Collaborate with team members toensure consistent client support
• Meet performance benchmarks tounlock growth opportunities
• Participate in weekly virtual training and professional development
• Build and maintain long-term client relationships using company-provided andself-generated leads

• 3+ years of experience in sales,customer service, or a related field preferred (No sales experience - we have openings for those who want to serve othersin a consultative way)
• Strong verbal and virtual communication skills
• Comfort with technology and modern digital tools
• Excellent time management and organizational skills
• Professional, dependable, and service-oriented
• Coachable mindset with awillingness to learn and improve

• Flexible availability, including some evenings or weekends
• Reliable smartphone, computer,and internet access
• Ability to pass a background check
• Ability to complete contracting requirements
• Active Life & Health Insurance License or willingness to obtain one with support

• Commission-based compensation(1099)
• Performance bonuses and incentive opportunities
• Clear advancement and leadership development pathways
• Annual company trips for qualifying producers
• Discounted personal insurance coverage options

Compensation isbased on individual performance and production. No income is guaranteed, 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, and support to help you obtain it—often within 7–10 days, depending on individual effort and state requirements.

Taubman Financial Management is an established organization built on vision,integrity, and a commitment to serving families at the highest level. Our mission is simple: to help people protect what matters most—and to leave every individual better than we find them. Wetake a modern, professional approach to the insurance industry by combining advanced technology, streamlined systems, and genuine human connection. This allows us to deliver an efficient, empowering experience for both our clients and our advisors.

This roleis ideal for professionals who enjoy helping people, value structure and accountability, and are comfortable with performance-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.