Financial Advisors, P&C Agents & Realtors | Add a Life Production Platform | Remote

Choate Agency
  • Miami, FL
  • Remote
  • $2,000–$6,000
2 days ago

Job Description

FINANCIAL ADVISORS, P&C PROFESSIONALS & REAL ESTATE AGENTS: ADD A PRODUCTION PLATFORM — NOT ANOTHER JOB  Choate Agency | Symmetry Financial Group | Remote | U.S. Residents OnlyThis posting is not for entry-level applicants.We’re looking for licensed — or license-ready — professionals who already sit in front of clients and are leaving life insurance revenue on the table.If any of these describe you, keep reading: You’re a financial advisor, wealth manager, or CFP who refers life business out — and you’re ready to keep that revenue inside your practice. You’re a property & casualty agent writing home and auto every week. Your clients already trust you with insurance. Most of them still have little or no life coverage. You’re a real estate agent who walks families through the biggest purchase of their lives. The mortgage gets closed. The income-protection conversation often never happens. You’re an established life agent whose production deserves better comp, more carriers, or a lead platform you don’t have now. 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.  WHAT WE PROVIDE  Choate Agency, powered by Symmetry Financial Group, gives you a complete life-insurance production platform you can run beside your current career:- Multiple top-rated carriers — recommend the right product, not the only product you have  - Proprietary warm-lead platform — families who requested information, delivered to you  - Use your existing book and relationships — plus leads if you want more conversations  - Competitive, 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    HOW THIS WORKS FOR YOUR PROFESSION  FINANCIAL ADVISORS & WEALTH MANAGERS  Stop referring life revenue out of the practice. You already have the relationship and the planning conversation. We provide the carriers, underwriting support, and back office. You add a product line without changing your model, your brand, or your current firm relationships where permitted.PROPERTY & CASUALTY PROFESSIONALS  Your clients already buy insurance from you. Home and auto protect the property. Life protects the income that pays for it. Most P&C books have a large, natural life gap. Keep your agency. Add a life platform. If you don’t hold a life license yet, we contribute $100 toward the course and walk you through it.REAL ESTATE AGENTS  A new mortgage is one of the clearest life-insurance needs a family will ever have. You are already in the room at the moment it matters. This is not a career change and not a desk job. It’s a part-time, phone-based way to help clients protect the home you just helped them buy — and get paid for work you’re close to already doing. Evenings, weekends, and gaps between showings work.ESTABLISHED LIFE PRODUCERS  Bring your production to a structure that pays what it’s worth. Multiple carriers, strong comp, lead flow you don’t have to create from scratch, and a book you own. Many producers find the comp comparison alone is worth a 20-minute conversation.PART-TIME LICENSE HOLDERS  Keep the license working 10–15 hours a week. Warm leads. No cold calling. No full-time grind. Consistent part-time producers on this system often earn $2,000–$6,000+/month. If the license is inactive, we’ll help you finish CE and reactivate.  EARNING POTENTIAL  This is a 1099 independent contractor, commission-based role 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 stack on top of new production year after year  Results vary based on effort, activity, and existing book or network. Income is not guaranteed.  REQUIREMENTS  - Active life license, inactive life license you’re willing to reactivate, or current work as a financial advisor, P&C professional, or real estate agent with willingness to obtain a life license (we contribute $100 toward the course)  - U.S. residency and work authorization — no visa sponsorship  - 18+ and able to pass a background check  - Professional, client-first communication    APPLY  No cover letter.Answer these two questions with your application:1. What is your current role and licensing status? (Financial advisor / P&C / real estate / active life license / inactive life license)  2. What would this platform need to deliver to be worth your time — comp, leads, flexibility, or keeping more revenue inside your existing book?Qualified applicants are contacted within 48 hours for a brief, no-pressure comparison call.Choate Agency | Powered by Symmetry Financial Group  Remote | U.S. Residents OnlyThis is a 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

LocationMiami, FL (
Remote
)
Salary$2,000–$6,000

Skills

  • Administrative Skillsunmatched
  • Case Managementunmatched
  • Contract Managementunmatched
  • Customer Relationship Management (CRM)unmatched
  • Financial Planningunmatched
  • Insuranceunmatched
  • Leadershipunmatched
  • Licensingunmatched
  • Life Insuranceunmatched
  • Mortgageunmatched
  • Property Insuranceunmatched
  • Real Estateunmatched
  • Real Estate Salesunmatched
  • Team Buildingunmatched
  • Team Lead/Managerunmatched
  • Underwritingunmatched
  • Wealth Managementunmatched

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