Consultative Sales

San Antonio, United States | Posted on 01/24/2026

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, andgenuine human connection. This allows us to deliver an efficient, empowering experience for both our clients and our advisors.

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

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

You will meet with individuals and families virtually (via Zoom or phone),ens 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.

• Learn and followproven company systems to deliver a high-quality client experience
• Follow up with warmleads and prior client inquiries
• Conduct virtualclient meetings via Zoom or phone
• Educate clients using a consultative, service-first approach
• Help clients enrollin coverage they have requested
• Maintain clear,professional, and timely communication
• Collaborate withteam members to ensure consistent client support
• Meet performancebenchmarks to unlock growth opportunities
• Participate inweekly 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
• 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

• Flexibleavailability, including some evenings or weekends
• Reliable smartphone,computer, and internet access
• Ability to pass aback ground check
• Ability to completecontracting requirements
• Active Life &Health Insurance License or willingness to obtain one with support

• Performance bonuses and incentive opportunities
• Clear advancement and leadership development pathways
• Annual company tripsfor qualifying producers
• Discounted personalinsurance coverage options

Compensation isbased on individual performance and production. No income isguaranteed, and results vary based on effort, consistency,market 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.

Final Note This roleis ideal for professionals who enjoy helping people, valuestructure 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.