Financial Advisors: Add a Life Insurance Platform to Your Practice

• 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:

• What is your current licensing status (active / inactive / financial services professional without life license)?
• 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.

Originally posted on Himalayas