Life & Annuity Advisor | Work From Anywhere | Real Mentorship

Done building someone else's agency? Come build your own career.

When was the last time your upline actually picked up the phone? Here, you get direct coaching from a 40-year industry veteran.

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. Your effort is what gets rewarded here, not your recruiting numbers, your seniority or who you know.

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

Most IMOs promise mentorship and then hand you off to a training portal. At TFM you work directly with me, Scott Taubman. I've spent more than 40 years in financial services and business across finance, sales, operations and organizational development. I founded and ran my own wealth management firm, and I hold a BBA and an MBA in finance and economics. I've been where you want to go, and I'll help you get there.

• Regular team meetings. We meet as a team to cover policy types, how to underwrite effectively, how to build and run your business, and everything else it takes to make this a successful career. You learn from me and from fellow agents working real cases.
  
• One-on-one coaching. Calls with me on your pipeline, your goals and your weekly activity, built around how you work.
  
• Case design help. Before you sit down with a client on a complex annuity, IUL or retirement-income case, we'll work through it together so you walk in prepared.
  
• Joint work on bigger cases. You learn on real business with real clients, not role-play, and I'm there for the advanced planning conversations.
  
• A direct line to me. When you have a question, you call me and get an answer within hours.
  
• Support that doesn't stop. Training and coaching continue for as long as you're with TFM, whether you're in your first month or your tenth year.
  

Everything we do is focused on one goal: helping you build a career you succeed in and reach the goals you set for yourself.

Advanced markets support for your bigger cases

Most agents walk away from complex cases, or hand them off and lose the client. At TFM you get backup from someone who built and ran a wealth management firm.

• Business owner planning: buy-sell funding, key person coverage and executive benefits
  
• Retirement income planning: annuity strategies, income planning and IUL for supplemental retirement income
  
• Debt management and financial planning resources that open the door to whole-household relationships
  
• Case design and joint work from the first meeting to placement
  

Bring us your complex cases. We'll help you design them, present them and close them.

Leads on your terms

No forced lead purchases, and no markups.

• Coaching on building your own lead sources: referrals, centers of influence, community marketing and social media
  
• You choose what works for your business and your budget
  

One fully automated system, from quote to placed policy

Most agents juggle a CRM, a quoting site, illustration software, carrier portals and spreadsheets. At TFM, our proprietary system automates the whole process in one place:

• Quoting: instant quotes across our carrier partners
  
• Illustrations: generated automatically, ready to present to your client
  
• Underwriting: pre-qualify clients and match them to the right carrier before you apply
  
• Applications: submitted straight from the system, with no re-entering data
  
• CRM and automated follow-up: every client and prospect tracked, with timely touches so nothing falls through the cracks
  
• Agent portal: training materials, resources and support whenever you need them
  

You spend less time on paperwork and more time with clients.

A smooth transition from your current IMO

Changing agencies doesn't have to be complicated. We'll walk you through every step:

• Carrier releases and any waiting periods
  
• Contracting and appointments with our carrier partners
  
• Planning the timing so your income isn't disrupted
  
• Completely confidential from your first call to your first case
  

A culture you'll actually want to be part of

• People first, always. We celebrate every win, big or small.
  
• A diverse team where success comes from effort, and every background is welcome
  
• No pressure to recruit friends and family. Building a team is optional and supported, never required.
  
• Live and work anywhere. No office, no territory, no commute. Set your own schedule from home, on the road, or wherever life takes you.
  

What you'll offer clients

• Term, whole life and Indexed Universal Life (IUL)
  
• Fixed and fixed indexed annuities
  
• Living benefits and final expense
  
• Access to TFM's financial planning and debt management resources for client households
  

How to apply

Apply here in about two minutes. A member of our team will reach out to set up a confidential conversation. Your current IMO will not be contacted.

Prefer to talk first? Book a confidential 15-minute call: Meet with Scott

This is an independent contractor opportunity paid entirely on commission. Earnings depend on individual effort and results and are not guaranteed. Taubman Financial Management is an equal opportunity organization. We welcome applicants of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability and veteran status. Arizona insurance license #8413867.

• An active resident Life & Health (or Life) insurance license in good standing
  
• 2+ years of life and/or annuity sales experience. Captive, IMO or independent backgrounds all welcome.
  
• A self-starter who is 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. We'll help you get the non-resident licenses you need to sell in other states.
  
• Willingness to get appointed with our carrier partners (E&O coverage required)