Financial Advisors: Add a Life Insurance Platform to Your Practice

Choate Agency

Palm Beach, FL(remote)

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JOB DETAILS

SKILLS

Administrative Skills, Case Management, Certified Financial Planner (CFP), Communication Skills, Contract Management, Customer Relations, Customer Relationship Management (CRM), Financial Management, Financial Planning, Financial Services, Insurance, Leadership, Life Insurance, Sales, Team Building, Team Lead/Manager, Wealth Management

LOCATION

Palm Beach, FL

POSTED

Today

FINANCIAL PROFESSIONALS: ADD A PRODUCTION PLATFORM — NOT ANOTHER JOB
Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only

This posting is different from most on this board. We're not looking for entry-level applicants — we're looking for people who already hold a life insurance license or already work in financial services and want to put it to better use.

If any of these describe you, keep reading:

 You're an established life insurance agent whose production deserves better comp, better carrier options, or a lead platform you don't currently have.

⏰ You hold an active (or reactivatable) life license you're barely using — and you'd put it to work part-time if the structure was right: warm leads, flexible hours, no cold calling, no full-time grind.

 You're a financial advisor, wealth manager, or CFP who currently refers life insurance business elsewhere — and you're ready to capture that revenue with your own life platform instead of handing it to someone else.

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WHAT WE PROVIDE
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The Choate Agency, powered by Symmetry Financial Group — ranked #9 on Forbes' list of 25 companies hiring the most high-paying jobs — offers a complete production platform:

✅ Multiple top-rated carriers — find the right product for the client, not the one you're forced to sell
✅ Proprietary warm lead platform — families who requested information, delivered to you
✅ Competitive comp with uncapped commissions and advances
✅ Residual renewal income — your book pays you again every year, and it belongs to YOU
✅ Full back-office support — contracting, case management, tech platform, CRM
✅ Health, dental, and vision benefits — available full-time AND part-time
✅ Optional leadership track — build a team and earn override income
✅ 100% remote — work from anywhere in the U.S., on your schedule

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HOW THIS WORKS FOR EACH SITUATION
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ESTABLISHED PRODUCERS
Bring your production to a structure that pays you what it's worth. Multiple carriers, strong comp, lead flow you don't have to generate yourself, and a book you own. Many producers find the comp comparison alone is worth the 20-minute conversation.

PART-TIME / LICENSE HOLDERS
You've kept your license active for a reason. Put it to work 10–15 hours a week with warm leads and no cold calling. Part-time agents working our system consistently earn $2,000–$6,000+/month. If your license is inactive, we'll help you get CE completed and reactivated.

WEALTH MANAGERS & FINANCIAL ADVISORS
Stop referring life insurance revenue out of your practice. We provide the carriers, the back office, and the case support — you provide the client relationships you already have. Add a product line to your practice without changing what you've built. Life-licensed CFPs and advisors integrate our platform alongside their existing book.

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EARNING POTENTIAL
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This is a 1099 independent contractor, commission-based position with uncapped earnings.

• Part-time producers: $2,000–$6,000+/month
• Full-time experienced producers: $150,000–$400,000+/year
• Top leaders with teams: $750,000+/year
• Residual renewals compound year over year on top of new production

⚠️ Results vary based on effort, activity, and existing book/network. Income is not guaranteed.

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REQUIREMENTS
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• Active life insurance license, an inactive license you're willing to reactivate (we'll guide you through CE), OR current work in financial services with willingness to obtain a license (we contribute $100 toward the course)
• Current U.S. residency and work authorization — no visa sponsorship available
• Must be 18+ and able to pass a background check
• Professional communication skills and a client-first mindset

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APPLY
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No cover letter needed. Just answer these two questions with your application:

1. What is your current licensing status (active / inactive / financial services professional without life license)?
2. What would this platform need to deliver for it to be worth your time — comp, leads, flexibility, or revenue capture?

Qualified applicants will be contacted within 48 hours for a brief, no-pressure comparison conversation.

Choate Agency | Powered by Symmetry Financial Group
 Remote |  U.S. Residents Only

⚠️ 1099 independent contractor position. Commission-based. Earnings are not guaranteed and depend on individual effort, activity, and existing production capability.

About the Company

Choate Agency

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