C

Choate Agency

Sells life insurance and mortgage protection

Sales

Part-Time
No salary listed
Mid
Remote in USA
Remote
InsuranceInsurance Sales & Agency

About the job

Requirements
  • Must be a current U.S. resident authorized to work in the United States.
  • A life insurance license is required, though no license is needed to apply.
  • No insurance background is required; the role is suitable for professionals who are self-directed and coachable.
Responsibilities
  • Contact warm leads—families who have requested information about life insurance—and guide them through the sales process.
  • Present life insurance options, including mortgage protection, final expense, and retirement planning.
  • Use the provided CRM platform and structured sales process to manage the client pipeline.
  • Complete training and apply the provided sales system.
Desired Qualifications
  • Corporate professionals with experience in account management, project management, business development, corporate sales, outside sales, territory management, human resources, operations, or finance.
  • Professionals accustomed to independent work and frequent travel.
  • Interest in building a team through the optional leadership path.

About the company

Choate Agency sells life insurance to individuals and families across the United States through licensed agents who work remotely. The agency focuses on mortgage protection, coverage meant to give a family financial security for its home should tragedy strike, along with term life, final expense and retirement income products. It is a partner agency of Symmetry Financial Group, an insurance marketing organization owned by Quility Insurance, through which its agents can offer policies from several insurers rather than one. Agents hold needs-based conversations with families who have requested coverage information and close the sale, while the agency provides back-office support for contracting and case management.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Licensing costs get partial support: Choate contributes $100 toward the pre-licensing course, which most finish in two to four weeks.
  • Part-timers get health options: Choate's advisor and realtor posting lists health, dental and vision benefits available part-time too.
  • Pay arrives weekly: Choate's producer posting lists weekly pay and commission advances, plus more than 10 performance bonuses.

What critics are saying

  • No base pay: Choate's 'Winners Only' posting is a 1099 independent contractor role: 'Commission-only. No base, no floor.'
  • Agents budget for leads: Choate's site says Symmetry 'heavily subsidizes the cost of leads,' with 'options for every budget.'
  • Pay claims carry caveats: Choate cites $85,000 to $225,000-plus for consistent full-time representatives, yet calls no results typical.

What makes Choate Agency unique

  • Client books belong to agents: Choate says the clients an agent writes travel with that agent after leaving.
  • Other professionals sell on the side: Choate recruits financial advisors, property insurance agents and realtors to add life sales.
  • Team leaders earn overrides: Choate's leadership path pays agents who build teams an override on their team's production.

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