Full Job Description

About Us:

At the Choate Agency, our mission is to reach and positively impact all inquiring potential clients with their finance and insurance strategy. With a bold purpose and a national audience, we are seeking high-performing, motivated individuals ready to take massive action and help us achieve our vision.

Expectations of the Sales Representative:

We are seeking an entry level sales representative to join our team. In this role you will close high-ticket B2C and B2B sales, transforming these leads into success stories. If you’re looking for an unparalleled income potential, personal growth, and a dynamic work environment, on a PT or FT basis this is the opportunity for you!

Our FT sales representatives in this role typically earn an OTE (on-target earnings) of:

• $75,000–$150,000 in the first year
• $150,000–$250,000 in the second year
• $250,000–$350,000 in the third year
• $400,000+ after 3.5 years

Key Responsibilities of the Sales Rep:

• Manage and close inbound warm leads to meet and exceed sales targets.
• Engage with prospects through calls, meetings, and follow-ups to build rapport and demonstrate value.
• Conduct product and strategy presentations and provide detailed information on services.
• Negotiate and close high-ticket deals with both individuals and business owners.
• Maintain accurate records of all interactions and sales progress within the award-winning CRM system.
• Participate in ongoing sales training and professional development to enhance skills and performance.
• Contribute to a high-energy, goal-oriented team environment focused on growth and success.

Qualifications of the Sales Rep:

• Minimum of 2 years of proven sales experience, preferably in a high-ticket environment.
• Strong interpersonal and communication skills, with the ability to build and maintain relationships.
• Demonstrated ability to meet or exceed sales goals and quotas.
• Self-motivated, driven, and hungry for success with a “Winner” mindset.
• Ability to work remote in USA from Monday to Friday, with weekend availability as needed.
• Valid Drivers License.
• Ability to pass a background check and drug screening as part of the pre-employment process with company partners.

Benefits:

• Health, dental, and vision insurance
• Dynamic, high-energy work environment with growth opportunities

Work Schedule:

• (5 days/week, 8:00 AM–5 PM) + weekends as needed for your goals 
• Part-Time:  Flexible, Need 8 to 16 hours available weekly.

Choate Agency is an equal opportunity employer. All employment decisions are based on merit, performance, and business needs, without regard to race, color, religion, gender, or any other protected status.

Job Type: Full-time or Part-time

Pay: $75,000.00 - $150,000.00+ (Results Vary)

Benefits:

• Life insurance
• Dental insurance
• Health insurance
• Vision insurance

Compensation Package:

• Commission pay
• Uncapped commission
• Over 10 Bonuses Available to Earn
• Results Vary

Schedule:

• Monday to Friday
• Morning or Evening shift
• Weekends as needed

Application Question(s):

• Are you 18 years or older?
• What do you know about Symmetry Financial Group?
• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
• Are you willing to undergo a background check?
• Are you willing to undergo a Drug screen check?

Experience:

• Sales: 1 year (Required)

License/Certification:

• Driver's License (Required)
• Life Insurance License or Ability to Attain 

Ability to work remote:

• USA Resident (Required)

Work Location: Remote