Consultative Sales

Jackson, United States | Posted on 05/20/2026

This is not a traditional sales position. This role is best described as a consultative, 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.

• Learn and follow proven company systems to deliver a high-quality client experience
• Follow up with warm leads and prior client inquiries
• Conduct virtual client meetings via Zoom or phone
• Educate clients using a consultative, service-first approach
• Help clients enroll in coverage they have requested
• Maintain clear, professional, and timely communication
• Collaborate with team members to ensure consistent client support
• Meet performance benchmarks to unlock growth opportunities
• Participate in weekly virtual training and professional development
• Build and maintain long-term client relationships using company-provided and self-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 others in 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 a willingness 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 is based on individual performance and production. No income is guaranteed, and results vary based on effort, consistency, and market conditions.

If you 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.