Financial Advisors: Add a Life Insurance Platform to Your Practice
Palm Beach, Florida, United States · Remote Solely
$6k–$20k/mo
Mid level
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-…
Skills: Life Insurance Sales, Financial Planning, Wealth Management, Client Relationship Management, Lead Conversion
Life Insurance Agent — Bring Your License | Warm Leads | Comp Comparison Welcome
Mountain Brook, Alabama, United States · Remote Solely
$6k–$20k/mo
Mid level
LICENSED LIFE AGENTS & 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…
Skills: Life Insurance Sales, Financial Planning, Client Relationship Management, Lead Conversion, Case Management
REMOTE SALES PROFESSIONAL — FULL-TIME OR PART-TIME
Pineville, North Carolina, United States · Remote Solely
$75k–$189k/yr
Mid level
Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only ⚠️ This position requires U.S. residency. We are unable to sponsor employment visas and do not accept applications from outside the United States. ━…
Work From Anywhere | Part-Time Sales | $2K–$6K/Month | Leads Available
Livermore, California, United States · Remote Solely
$3k–$15k/mo
Mid level
🚫 NOT FOR EVERYONE. KEEP READING IF YOU ARE LOOKING FOR CHANGE. The Choate Agency | SFG | Remote – U.S. Residents Only We're not hiring order-takers. We're not hiring people who need hand-holding. We're looking for the …
Sand City, California, United States · Remote Solely
$2k–$6k/mo
Entry level
Work from Phone | Flexible Hours | Commission-Based | Warm Leads Available Looking for a flexible, remote side income that actually pays what you’re worth? Choate Agency, part of Symmetry Financial Group, is hiring part-…
Skills: Sales, Lead Management, Communication, Financial Protection Consulting, Life Insurance Sales
Work Remote | Part-Time Sales | Uncapped Potential
Sarasota, Florida, United States · Remote Solely
$4k–$50k/mo
Mid level
MOST PEOPLE WON'T QUALIFY FOR THIS. YOU MIGHT. Choate Agency | Symmetry Financial Group | Remote | U.S. Only This is a part-time role with full-time income potential — but only for the kind of person who performs without…
Work Remote | Part-Time Sales | Uncapped Potential
Winnetka, Illinois, United States · Remote Solely
$75k–$80k/yr
Entry level
Account Sales Representative Work from Phone | Flexible Hours | Commission-Based | Warm Leads Available Looking for a flexible, remote side income that actually pays what you’re worth? Choate Agency, part of Symmetry Fin…
Skills: Sales, Communication, Customer Service, Team Building, Time Management
Orange Beach, Alabama, United States · Remote Solely
$5k–$50k/mo
Entry level
IF YOU'VE EVER BEEN COACHED, DEPLOYED, OR PLAYED TO WIN — READ THIS. Choate Agency | Symmetry Financial Group | Remote | U.S. Only We're not looking for the most experienced. We're looking for the most coachable, the mos…
Skills: Sales, Communication, Lead Management, Customer Trust, Discipline
Work From Home Life Insurance Agent – Part-Time OK | Commission | Leads
San Francisco, California, United States · Remote Solely
$2k–$6k/mo
Entry level
💰 EARN $2,000–$6,000+/MONTH PART-TIME — FROM YOUR PHONE Choate Agency | SFG | Remote | U.S. Residents Only Still trading time for a paycheck that barely moves? We're looking for motivated people across the U.S. who want…
Skills: Sales, Communication, Lead Conversion, Financial Protection Consulting, Mentoring
Remote Sales Professional – Flexible Schedule | Side Income | U.S. Only
Richmond, Virginia, United States · Remote Solely
$175k–$200k/yr
Mid level
YOUR CORPORATE SALARY HAS A CEILING. THIS DOESN'T. The Hickman & Choate Agencies | SFG | Remote – U.S. Residents Only You've spent years climbing the ladder — hitting quotas, managing accounts, sitting in traffic, loggin…
🚫 NOT FOR EVERYONE. KEEP READING IF YOU ARE. The Hickman & Choate Agencies | SFG | Remote – U.S. Residents Only We're not hiring order-takers. We're not hiring people who need hand-holding. We're looking for the 1% — th…
Skills: Commission Sales, Closing, Communication Skills, Needs-Based Consultation, CRM Management
Princeton, New Jersey, United States · Remote Solely
$175k–$200k/yr
Entry level
🚫 NOT FOR EVERYONE. KEEP READING IF YOU ARE. The Choate Agency | SFG | Remote – U.S. Residents Only We're not hiring order-takers. We're not hiring people who need hand-holding. We're looking for the 1% — the closers, t…
Skills: Commission Sales, Closing, Communication Skills, Needs-Based Consultation, CRM Management
Work from Phone | Flexible Hours | Commission-Based | Warm Leads Available | US Residency Required Looking for a flexible, remote side income that actually pays what you’re worth? Choate Agency, part of Symmetry Financia…
Skills: Sales, Lead Conversion, Financial Protection Consulting, Life Insurance Sales, Remote Communication
Remote Sales Professional – Flexible Schedule | Side Income or Full-Time | U.S. Only
Brentwood, England, United Kingdom · Remote Solely
$175k–$200k/yr
Mid level
YOUR CORPORATE SALARY HAS A CEILING. THIS DOESN'T. The Hickman & Choate Agencies | SFG | Remote – U.S. Residents Only You've spent years climbing the ladder — hitting quotas, managing accounts, sitting in traffic, loggin…
Scottsdale, Arizona, United States · Remote Solely
$75k–$8000k/yr
Entry level
🚫 NOT FOR EVERYONE. KEEP READING IF YOU ARE. The Hickman & Choate Agencies | SFG | Remote – U.S. Residents Only We're not hiring order-takers. We're not hiring people who need hand-holding. We're looking for the 1% — th…
Skills: Commission Sales, Closing, Communication Skills, Needs-Based Consultation, Pipeline Management
Santa Clara, California, United States · Remote Solely
$75k–$85k/yr
Entry level
Work from Phone | Flexible Hours | Commission-Based | Warm Leads Available | US Residents Only Looking for a flexible, remote side income that actually pays what you’re worth? Choate Agency, part of Symmetry Financial Gr…
Skills: Sales, Lead Conversion, CRM Software, Financial Protection Consulting, Communication
Winston-Salem, North Carolina, United States · Remote Solely
$2k–$6k/mo
Mid level
Work from Phone | Flexible Hours | Commission-Based | Warm Leads Available Looking for a flexible, remote side income that actually pays what you’re worth? Choate Agency, part of Symmetry Financial Group, is hiring part-…
Skills: Sales, Life Insurance Sales, Lead Conversion, Financial Protection Consulting, Remote Communication
Manhattan Beach, Minnesota, United States · Remote Solely
$75k–$225k/yr
Mid level
Remote Sales Executive Location: Remote - Requires US Residency Job Type: Full-Time or Part-Time About Us At the Choate Agency, part of Symmetry Financial Group, we are a leading provider of life insurance solutions to i…
Skills: Prospecting, Lead Generation, Client Engagement, Sales Strategy Development, Presentations
Copper Mountain, Colorado, United States · Remote OK
$111k–$112k/yr
Mid level
Company Overview: The Choate Agency, part of SFG, is a dynamic and innovative company specializing in life insurance solutions for individuals and families. We pride ourselves on delivering exceptional value to our clien…
Part-Time Remote Sales | Earn $2,000 to $6,000 A Month
Dunwoody, Georgia, United States · Remote Solely
$2k–$6k/mo
Entry level
Work from Phone | Flexible Hours | Commission-Based | Warm Leads Available Looking for a flexible, remote side income that actually pays what you’re worth? Choate Agency, part of Symmetry Financial Group, is hiring part-…
Skills: Sales, Lead Management, Financial Protection Consulting, Life Insurance Sales, Communication
Financial Advisors: Add a Life Insurance Platform to Your Practice
Utilize a proprietary warm lead platform to sell life insurance products from multiple top-rated carriers to clients. Manage a personal book of business to generate new production and compound residual renewal income.
Requirements
Must hold an active or reactivatable life insurance license or be a financial professional willing to obtain one. Requires U.S. residency, work authorization, and the ability to pass a background check.
Full job description
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.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 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.
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.
• 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
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.
Related keywords
Life Insurance LicenseCFP1099 Independent ContractorCommission-BasedWarm LeadsResidual IncomeCRMFinancial ServicesWealth ManagementCase ManagementSymmetry Financial GroupOverride Income
Insure Anything Anywhere. Educate 10 Million People on Infinite Banking in the next decade.
Industry
Business Consulting and Services
Company size
51-200 employees
Founded
2005
Headquarters
New York, NY
LinkedIn followers
958
Strategic Advisory Group:
CHOATE AG is a global strategy firm with a track record of helping companies achieve high-impact results by applying sophisticated analytics to devise solutions to complex issues, giving companies the answers they need to make critical decisions with greater clarity. CHOATE asks the right questions with the right information to assist the company in developing innovative strategies that create value.
CHOATE Global Strategic Advisory focuses on BRIC (especially China), emerging markets, alternative and bioenergy markets, healthcare and niche companies and mangagment worldwide.
Insurance Solutions Advisory Group dba Choate Agency:
Choate is partnered with industry leader Symmetry Financial Group and related companies.
Offices: 590 Madison Ave, New York, NY 10022, US · 3060 Peachtree Rd, Suite 1100, Atlanta, GA 30305, US
Strategic Advisoryinsurancefixed annuitiesinfinite bankingand life insurance
Insure Anything Anywhere. Educate 10 Million People on Infinite Banking in the next decade.
Industry
Business Consulting and Services
Company size
51-200 employees
Founded
2005
Headquarters
New York, NY
LinkedIn followers
958
Strategic Advisory Group:
CHOATE AG is a global strategy firm with a track record of helping companies achieve high-impact results by applying sophisticated analytics to devise solutions to complex issues, giving companies the answers they need to make critical decisions with greater clarity. CHOATE asks the right questions with the right information to assist the company in developing innovative strategies that create value.
CHOATE Global Strategic Advisory focuses on BRIC (especially China), emerging markets, alternative and bioenergy markets, healthcare and niche companies and mangagment worldwide.
Insurance Solutions Advisory Group dba Choate Agency:
Choate is partnered with industry leader Symmetry Financial Group and related companies.
Offices: 590 Madison Ave, New York, NY 10022, US · 3060 Peachtree Rd, Suite 1100, Atlanta, GA 30305, US
Strategic Advisoryinsurancefixed annuitiesinfinite bankingand life insurance