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

FINANCIAL ADVISORS, P&C PROFESSIONALS & REAL ESTATE AGENTS: ADD A PRODUCTION PLATFORM -- NOT ANOTHER JOB

Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only

This 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 Only

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