Financial Advisor – Life Insurance Specialist

Symmetry Financial Group

Financial Advisors adding a life insurance platform to their practice. Working remotely in a part-time or full-time role with warm leads and uncapped earnings.

Posted 7/23/2026part-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $2,000 - $6,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in life insurance sales and client relationship management, leveraging an active life insurance license to generate revenue. Exhibits strong professional communication skills and a client-first mindset to effectively engage with clients.

Highest-signal resume keywords

Active Life Insurance LicenseClient Relationship ManagementProfessional Communication SkillsFinancial Services ExperienceBackground Check Compliance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Client-First Mindset

Certifications & Qualifications

Life Insurance License

Industry Keywords

Life InsuranceRevenue GenerationWarm LeadsCold CallingU.S. ResidencyWork Authorization

About the role

Key responsibilities & impact

Bring your production to a structure that pays you what it's worth.
Put your active license to work 10–15 hours a week with warm leads and no cold calling.
Capture life insurance revenue from your existing client relationships.

Requirements

What you’ll need

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

Benefits

Comp & perks

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
Full back-office support — contracting, case management, tech platform, CRM
Competitive comp with uncapped commissions and advances
Residual renewal income — your book pays you again every year, and it belongs to YOU