The Role
Work warm, opted-in leads to qualify prospects, conduct virtual meetings, and guide families through the sales cycle to submitted life-insurance applications. Use an AI-powered CRM, follow a proven sales playbook, track pipeline metrics, and participate in ongoing coaching and training.
Summary Generated by Built In
SALES DEVELOPMENT REPRESENTATIVE
Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only
This is not a lead-scraping, cold-dialing SDR role.
At most companies, "SDR" means grinding through a list of strangers who never asked to hear from you. Here it means something different: our exclusive lead system delivers families who have already raised their hand and requested information about protecting their financial future. Your job is to connect with them, understand what they actually need, and guide them to the right solution.
We're looking for people who are good with people — and want their income to reflect that.
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WHAT YOU'LL DO
━━━━━━━━━━━━━━━━━━━━━━━━━━
• Work warm, exclusive leads generated through our proprietary platform — no cold calling required
• Qualify prospects and understand their protection needs through consultative conversations
• Schedule and conduct virtual meetings and presentations using our proven sales process
• Nurture leads through the full sales cycle from first contact to submitted application
• Submit applications digitally — fast, simple, fully mobile
• Track your activity, pipeline, and performance metrics in our AI-powered CRM
• Participate in ongoing coaching, team calls, and training cohorts
• Contribute feedback that improves our sales process — good ideas get implemented here
━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT YOU'LL EARN
━━━━━━━━━━━━━━━━━━━━━━━━━━
Full-time SDRs following our system typically earn $85,000–$225,000 per year.
• Uncapped commission with no income ceiling
• Weekly pay
• Performance bonuses and incentives
• Residual renewal income that compounds year over year
• Health, dental, vision, and life insurance benefits
Results vary. See the full earnings disclosure at the bottom of this posting.
━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT WE PROVIDE
━━━━━━━━━━━━━━━━━━━━━━━━━━
🔥 Exclusive lead system — warm prospects who requested information, delivered to you
🤖 Top AI-based technology for sales and team management — our parent company was awarded Insurtech of the Year in 2024
📘 A proven sales system — scripts, process, and playbook built by top producers
👥 Real mentorship — coaching cohorts, live team calls, and 1-on-1 support from active producers
🎓 Online and in-person training — continuous development, not a one-time onboarding
🏠 100% remote — work from anywhere in the U.S.
🚀 Growth path — advance into leadership and earn override income on the team you build
━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT WE'RE LOOKING FOR
━━━━━━━━━━━━━━━━━━━━━━━━━━
• 1+ year of experience in sales, customer service, or a client-facing role
• Excellent communication skills and genuine comfort talking with people
• Self-directed and organized — you manage your own time without supervision
• Coachable — willing to follow a proven system before improving on it
• Comfortable working in a virtual environment with CRM and sales tools
• Life insurance license, or willingness to obtain one (we contribute $100 toward the course)
• Current U.S. resident authorized to work in the United States — no visa sponsorship available
A bachelor's degree in business, marketing, or a related field is a plus — but not required. We've seen strong performers come from every background imaginable. Track record and coachability matter more than credentials.
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LICENSING
━━━━━━━━━━━━━━━━━━━━━━━━━━
A state life insurance license is required to sell — but not to apply. We contribute $100 toward your pre-licensing course and guide you through the process. Most candidates complete it in 2–4 weeks while still working their current job.
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ABOUT CHOATE AGENCY
━━━━━━━━━━━━━━━━━━━━━━━━━━
Team Choate is a diverse group of people who came together to reinvent and lead the future of insurance. We offer a rare combination: world-class product leadership and insurtech, a top-ranked culture, outstanding corporate support, and rapid customer traction — backed by a vision big enough to change the industry.
Symmetry Financial Group, our parent organization, was ranked #9 on Forbes' list of 25 companies hiring the most high-paying jobs and was awarded Insurtech of the Year in 2024.
Choate Agency welcomes and celebrates individuals of all backgrounds. All employment decisions are based on merit, performance, and business needs.
━━━━━━━━━━━━━━━━━━━━━━━━━━
APPLY
━━━━━━━━━━━━━━━━━━━━━━━━━━
No cover letter needed. Submit your resume and answer one question:
"What's your income goal for the next 12 months — and what's currently standing between you and that number?"
Qualified applicants are contacted within 48 hours for a 20-minute conversation. Direct, no pressure — we'll both know quickly if it's a fit.
Choate Agency | Powered by Symmetry Financial Group
🌐 Remote | 🇺🇸 U.S. Residents Only
━━━━━━━━━━━━━━━━━━━━━━━━━━
EARNINGS DISCLOSURE
━━━━━━━━━━━━━━━━━━━━━━━━━━
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and there is never a guarantee of results. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Our team is here to support you, but you should always do your own diligence before making any decision and verify you are able to perform the core activities required in this position. Success is your responsibility.
This is a 1099 independent contractor position. Income is commission-based.
Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only
This is not a lead-scraping, cold-dialing SDR role.
At most companies, "SDR" means grinding through a list of strangers who never asked to hear from you. Here it means something different: our exclusive lead system delivers families who have already raised their hand and requested information about protecting their financial future. Your job is to connect with them, understand what they actually need, and guide them to the right solution.
We're looking for people who are good with people — and want their income to reflect that.
━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT YOU'LL DO
━━━━━━━━━━━━━━━━━━━━━━━━━━
• Work warm, exclusive leads generated through our proprietary platform — no cold calling required
• Qualify prospects and understand their protection needs through consultative conversations
• Schedule and conduct virtual meetings and presentations using our proven sales process
• Nurture leads through the full sales cycle from first contact to submitted application
• Submit applications digitally — fast, simple, fully mobile
• Track your activity, pipeline, and performance metrics in our AI-powered CRM
• Participate in ongoing coaching, team calls, and training cohorts
• Contribute feedback that improves our sales process — good ideas get implemented here
━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT YOU'LL EARN
━━━━━━━━━━━━━━━━━━━━━━━━━━
Full-time SDRs following our system typically earn $85,000–$225,000 per year.
• Uncapped commission with no income ceiling
• Weekly pay
• Performance bonuses and incentives
• Residual renewal income that compounds year over year
• Health, dental, vision, and life insurance benefits
Results vary. See the full earnings disclosure at the bottom of this posting.
━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT WE PROVIDE
━━━━━━━━━━━━━━━━━━━━━━━━━━
🔥 Exclusive lead system — warm prospects who requested information, delivered to you
🤖 Top AI-based technology for sales and team management — our parent company was awarded Insurtech of the Year in 2024
📘 A proven sales system — scripts, process, and playbook built by top producers
👥 Real mentorship — coaching cohorts, live team calls, and 1-on-1 support from active producers
🎓 Online and in-person training — continuous development, not a one-time onboarding
🏠 100% remote — work from anywhere in the U.S.
🚀 Growth path — advance into leadership and earn override income on the team you build
━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT WE'RE LOOKING FOR
━━━━━━━━━━━━━━━━━━━━━━━━━━
• 1+ year of experience in sales, customer service, or a client-facing role
• Excellent communication skills and genuine comfort talking with people
• Self-directed and organized — you manage your own time without supervision
• Coachable — willing to follow a proven system before improving on it
• Comfortable working in a virtual environment with CRM and sales tools
• Life insurance license, or willingness to obtain one (we contribute $100 toward the course)
• Current U.S. resident authorized to work in the United States — no visa sponsorship available
A bachelor's degree in business, marketing, or a related field is a plus — but not required. We've seen strong performers come from every background imaginable. Track record and coachability matter more than credentials.
━━━━━━━━━━━━━━━━━━━━━━━━━━
LICENSING
━━━━━━━━━━━━━━━━━━━━━━━━━━
A state life insurance license is required to sell — but not to apply. We contribute $100 toward your pre-licensing course and guide you through the process. Most candidates complete it in 2–4 weeks while still working their current job.
━━━━━━━━━━━━━━━━━━━━━━━━━━
ABOUT CHOATE AGENCY
━━━━━━━━━━━━━━━━━━━━━━━━━━
Team Choate is a diverse group of people who came together to reinvent and lead the future of insurance. We offer a rare combination: world-class product leadership and insurtech, a top-ranked culture, outstanding corporate support, and rapid customer traction — backed by a vision big enough to change the industry.
Symmetry Financial Group, our parent organization, was ranked #9 on Forbes' list of 25 companies hiring the most high-paying jobs and was awarded Insurtech of the Year in 2024.
Choate Agency welcomes and celebrates individuals of all backgrounds. All employment decisions are based on merit, performance, and business needs.
━━━━━━━━━━━━━━━━━━━━━━━━━━
APPLY
━━━━━━━━━━━━━━━━━━━━━━━━━━
No cover letter needed. Submit your resume and answer one question:
"What's your income goal for the next 12 months — and what's currently standing between you and that number?"
Qualified applicants are contacted within 48 hours for a 20-minute conversation. Direct, no pressure — we'll both know quickly if it's a fit.
Choate Agency | Powered by Symmetry Financial Group
🌐 Remote | 🇺🇸 U.S. Residents Only
━━━━━━━━━━━━━━━━━━━━━━━━━━
EARNINGS DISCLOSURE
━━━━━━━━━━━━━━━━━━━━━━━━━━
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and there is never a guarantee of results. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Our team is here to support you, but you should always do your own diligence before making any decision and verify you are able to perform the core activities required in this position. Success is your responsibility.
This is a 1099 independent contractor position. Income is commission-based.
Skills Required
- 1+ year of experience in sales, customer service, or a client-facing role
- Excellent verbal communication and consultative selling skills
- Self-directed, organized, able to manage time without supervision
- Coachable and willing to follow a proven sales system
- Comfortable working in a virtual environment using CRM and sales tools
- Life insurance license or willingness to obtain one
- Current U.S. resident authorized to work in the United States (no visa sponsorship)
- Bachelor's degree in business, marketing, or related field
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The Company
What We Do
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.
