What are the responsibilities and job description for the Financial Advisors: Add a Life Insurance Platform to Your Practice position at Choate Agency?
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
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
HOW THIS WORKS FOR EACH SITUATION
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
EARNING POTENTIAL
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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 mindset
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
APPLY
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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.
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.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT WE PROVIDE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
HOW THIS WORKS FOR EACH SITUATION
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
EARNING POTENTIAL
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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 mindset
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
APPLY
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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.
Salary : $150,000 - $400,000