Real Estate Slowing Down? Your Pipeline Skills Work Here. (Remote, 1099)

Real estate agents, mortgage loan officers, and title reps who already work pipelines and sit with families — this is remote, commission-based 1099 life insurance sales at Taubman Financial Management, and the work fits what you already know how to do.

What you'll actually do

• Build your own lead pipeline by identifying homeowners who may have a gap in their mortgage protection coverage
• Schedule and hold every coverage conversation by phone or video — fully remote, no commute
• Learn a client's full picture — their loan balance, their dependents, their budget — before recommending anything
• Walk through coverage options side by side and complete the application together when it's the right fit
• Stay with the case through underwriting and keep the client informed until a decision comes back
• Tap into case design support available through Taubman Financial Management when a scenario gets layered

Who this is a fit for

• Mortgage or real estate professionals who understand how a home purchase creates an immediate protection need
• People already living on variable income who know what pipeline discipline actually looks like
• Self-starters who prefer setting their own schedule over having one assigned to them
• Anyone whose deal flow rises and falls with interest rates — Jason came from mortgage brokering and moved to this work precisely because it isn't tied to the market or the season
• Currently licensed in life insurance, or genuinely committed to getting there before your first sale

What we provide

• Direct carrier appointments — you hold your own contracts, no captive arrangement, no non-compete
• No production quota from the agency
• Case design help and underwriting advocacy available when a file needs a second set of eyes
• Free ongoing training and an agent community available to connect with on your own terms

The honest part

This is 1099 work — your pay comes from the commissions on the policies you write, with no salary underneath it. If you're coming from a W-2 background where commission income is new territory, this probably isn't the right starting point right now. But if you've spent years closing deals on variable pay and you want a product that doesn't shrink every time rates move, reach out to Taubman Financial Management and let's have a straight conversation about whether it fits.