Job Description
ABOUT THE OPPORTUNITY: Taubman Financial Management powered by one of the largest insurance organizations in the country, is a family-driven agency built on vision, integrity, and growth. Our mission is simple - Protect Families. Develop Leaders. Were disrupting the traditional insurance space by combining cutting-edge technology, AI systems, and real human connection to change how families are protected. No cold calls. No chasing. Youll work directly with qualified clients who have already requested help securing financial protection for their future. RESPONSIBILITIES: Master company systems and products to deliver a first-class client experience Follow up with warm leads and prior client inquiries Meet with clients virtually via Zoom or phone during the sales process Manage direct communication between clients and the company Collaborate with your agency team to ensure smooth, professional client experiences Meet or exceed performance goals to earn promotions and leadership opportuni...