Financial Advisors: Add a Life Insurance Platform to Your Practice

Choate Agency
  • Palm Beach, FL
  • Remote
  • $2,000–$6,000
20 days ago

Job Description

FINANCIAL PROFESSIONALS: ADD A PRODUCTION PLATFORM — NOT ANOTHER JOBChoate Agency | Symmetry Financial Group | Remote | U.S. Residents OnlyThis 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.WHAT WE PROVIDEThe 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 scheduleHOW THIS WORKS FOR EACH SITUATIONESTABLISHED PRODUCERSBring 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 HOLDERSYou'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 ADVISORSStop 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.EARNING POTENTIALThis 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 production️ Results vary based on effort, activity, and existing book/network. Income is not guaranteed.REQUIREMENTS• 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 mindsetAPPLYNo 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 Only️ 1099 independent contractor position. Commission-based. Earnings are not guaranteed and depend on individual effort, activity, and existing production capability.

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Numbers & Facts

LocationPalm Beach, FL (
Remote
)
Salary$2,000–$6,000

Skills

  • Administrative Skillsunmatched
  • Case Managementunmatched
  • Certified Financial Planner (CFP)unmatched
  • Communication Skillsunmatched
  • Contract Managementunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Financial Managementunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Leadershipunmatched
  • Licensingunmatched
  • Life Insuranceunmatched
  • Salesunmatched
  • Team Buildingunmatched
  • Team Lead/Managerunmatched
  • Wealth Managementunmatched

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