Financial Advisor, P&C Agent, Realtor

Job not on LinkedIn

🕒 6 days ago

🇺🇸 United States – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 20%

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Logo of Symmetry Financial Group

Symmetry Financial Group

1001 - 5000 employees

Founded 2009

💼 Consulting

📣 Marketing

🛡️ Insurance

Consulting • Marketing • Insurance

Symmetry Financial Group is a national insurance agency and financial services firm specializing in life and related protection products. It offers mortgage protection, term life, universal life, final expense, disability, critical illness, and retirement/annuity solutions, along with programs like Debt Free Life and SmartStart. The company also runs agent recruiting and career programs, provides lead and training support for advisors, and emphasizes no-medical-exam options, living benefits, and cash-back features across its product portfolio.

📋 Description

• Add a life-insurance production platform alongside an existing financial-advisory, P&C, real-estate, or life-insurance career • Recommend life-insurance products from multiple top-rated carriers • Work with families who requested information through a proprietary warm-lead platform • Use existing client books and relationships, with optional additional leads • Conduct phone-based client conversations, including evenings, weekends, and gaps between showings • Provide life-insurance protection conversations related to mortgages, income protection, and existing client needs • Receive underwriting support, contracting assistance, case management, technology, and CRM support • Build a team and earn override income through the optional leadership track • Maintain an existing career, agency, practice, or brand while adding a life-insurance product line where permitted • Work part-time or full-time remotely on a self-directed schedule

🎯 Requirements

• Active life license, inactive life license willing to reactivate, or current work as a financial advisor, P&C professional, or real estate agent with willingness to obtain a life license • U.S. residency and work authorization; no visa sponsorship • Must be 18+ • Able to pass a background check • Professional, client-first communication • Not intended for entry-level applicants; seeking licensed or license-ready professionals with existing client-facing experience • 1099 independent contractor, commission-based role • Responsive to coaching and guidance • Earnings depend on effort, activity, and existing production capability and are not guaranteed

🏖️ Benefits

• Competitive, uncapped commissions and advances • Residual renewal income; the book belongs to the producer • Full back-office support, including contracting, case management, technology platform, and CRM • Health, dental, and vision benefits available full-time and part-time • Optional leadership track with override income • Proprietary warm-lead platform • $100 contribution toward the life-license course for eligible P&C professionals • Support with completing continuing education and reactivating an inactive license • 100% remote work from anywhere in the U.S., on the producer's schedule

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