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GETTING STARTED
In order to succeed in Symmetry, it will take time, energy, effort, and most importantly be coach-able. Don’t get overwhelmed with the information you’ll learn and definitely don’t let it keep you from taking action. The ones who fail are usually the ones that “think” they need to know everything before getting started. This is anCOMPENSATION
Compensation – AgentTraining.info. Every newly contracted agent that begins with Symmetry Financial Group begins on a 70% commission level, or also referred to as a starting contract. All agents are paid directly by the carriers, Direct Daily Deposit, according to your contract level with Symmetry.GETTING STARTED
This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins. Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, howCONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran Heath SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect usSETZER AGENCY
Welcome to The Setzer Agency, Powered by Symmetry Financial Group, fueled by the power of individuals willing to step out of the comfort zone and realize the pain of staying the same out weighs the pain of change.. You’ve made a decision to change the course of your life through a semester of sacrifice all while impacting others in a way tobetter theirs.
FIELD UNDERWRITING GUIDELINES Americo Underwriting Our knowledgeable staff is committed to working with you to get your clients the best rate and to provide outstanding service to you and your customers.STATE REQUIREMENTS
Phone: (800) 324-7147. Fax: Registration via fax or mail is a two-step process: Submit the registration form along with payment to:Prometric ATTN: NY Insurance Exam Registration 7941 Corporate Drive Nottingham, MD 21236 Fax: (800) 347-9242. Call (800) 324-7147 after the registration has been processed to schedule your exam.STATE REQUIREMENTS
What to Bring. Two forms of current signature identification: A primary ID (photograph and signature, not expired) such as a Driver’s License or Passport. A secondary ID (signature, not expired) such as a Debit or Credit card. You will not be required to supply a copy of your Certificate of Completion at the exam. HOME – AGENTTRAINING.INFOQUICK STARTRESOURCESLEARNING THE BASICSBUILD MY TEAMAGENCY PAGESE&O INSURANCE Know what products your clients qualify for in seconds with the proprietary Virtual Mentor software. Simply put in your clients height, weight, age, and health issues and have instant access to everything you need at your fingertips, like quote tools, applications, carrier contact info, agents guides, height & weighttables, and more!
GETTING STARTED
In order to succeed in Symmetry, it will take time, energy, effort, and most importantly be coach-able. Don’t get overwhelmed with the information you’ll learn and definitely don’t let it keep you from taking action. The ones who fail are usually the ones that “think” they need to know everything before getting started. This is anCOMPENSATION
Compensation – AgentTraining.info. Every newly contracted agent that begins with Symmetry Financial Group begins on a 70% commission level, or also referred to as a starting contract. All agents are paid directly by the carriers, Direct Daily Deposit, according to your contract level with Symmetry.GETTING STARTED
This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins. Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, howCONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran Heath SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect usSETZER AGENCY
Welcome to The Setzer Agency, Powered by Symmetry Financial Group, fueled by the power of individuals willing to step out of the comfort zone and realize the pain of staying the same out weighs the pain of change.. You’ve made a decision to change the course of your life through a semester of sacrifice all while impacting others in a way tobetter theirs.
FIELD UNDERWRITING GUIDELINES Americo Underwriting Our knowledgeable staff is committed to working with you to get your clients the best rate and to provide outstanding service to you and your customers.STATE REQUIREMENTS
Phone: (800) 324-7147. Fax: Registration via fax or mail is a two-step process: Submit the registration form along with payment to:Prometric ATTN: NY Insurance Exam Registration 7941 Corporate Drive Nottingham, MD 21236 Fax: (800) 347-9242. Call (800) 324-7147 after the registration has been processed to schedule your exam.STATE REQUIREMENTS
What to Bring. Two forms of current signature identification: A primary ID (photograph and signature, not expired) such as a Driver’s License or Passport. A secondary ID (signature, not expired) such as a Debit or Credit card. You will not be required to supply a copy of your Certificate of Completion at the exam.GETTING STARTED
In order to succeed in Symmetry, it will take time, energy, effort, and most importantly be coach-able. Don’t get overwhelmed with the information you’ll learn and definitely don’t let it keep you from taking action. The ones who fail are usually the ones that “think” they need to know everything before getting started. This is anQUICK START
Copyright - AgentTraining.info - Enfold WordPress Theme by KriesiScroll to top
GETTING STARTED STEPS Symmetry Fast Track Training. NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY whatCONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran HeathIGNITE 2021
4 General Admission Tickets: General registration and seating. Ticket may be upgraded during ticket assignment prior to event. Downloadable Program: Valuable training materials. Game Night Social: Finger foods and cash bar will be offered. Network with all the top leadership and producers while having fun at the latest game center in Dallas.I AM UNLICENSED
Training can be found on the main menu. To start, you will want to complete both “Learning the Basics” and “Production Academy”. Our site has lots of extra training and SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect us APPOINTMENT SETTER TRAINING You may book one appointment per hour if you’re only calling during those times, where you may book 3-5 appointments per hour if you’re getting a hold of more people when you’re calling. We have found, after countless hours of calling, that the BEST TIMES to call are on Friday between 2pm-8:30pm, Saturdays from 8:30am-6pm, and Sunday from 10 STEPS: OBJECTIONS REBUTTALS Webinar & Call Schedules. Agency Directory. Menu Menu. Step 3: Objections Rebuttals. Calling your leads. ~ INTROS ~. Below are Intros for A & B leads. ~ A LEAD INTROS ~. Intro 1 ~ Get right into it (This is the one Nate Auffort uses)STATE REQUIREMENTS
Phone: (800) 324-7147. Fax: Registration via fax or mail is a two-step process: Submit the registration form along with payment to:Prometric ATTN: NY Insurance Exam Registration 7941 Corporate Drive Nottingham, MD 21236 Fax: (800) 347-9242. Call (800) 324-7147 after the registration has been processed to schedule your exam. HOME – AGENTTRAINING.INFOQUICK STARTRESOURCESLEARNING THE BASICSBUILD MY TEAMAGENCY PAGESE&O INSURANCE Know what products your clients qualify for in seconds with the proprietary Virtual Mentor software. Simply put in your clients height, weight, age, and health issues and have instant access to everything you need at your fingertips, like quote tools, applications, carrier contact info, agents guides, height & weighttables, and more!
COMPENSATION
Compensation – AgentTraining.info. Every newly contracted agent that begins with Symmetry Financial Group begins on a 70% commission level, or also referred to as a starting contract. All agents are paid directly by the carriers, Direct Daily Deposit, according to your contract level with Symmetry.GETTING STARTED
This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins. Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, how SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect usCONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran Heath APPOINTMENT SETTER TRAINING You may book one appointment per hour if you’re only calling during those times, where you may book 3-5 appointments per hour if you’re getting a hold of more people when you’re calling. We have found, after countless hours of calling, that the BEST TIMES to call are on Friday between 2pm-8:30pm, Saturdays from 8:30am-6pm, and Sunday fromSETZER AGENCY
Welcome to The Setzer Agency, Powered by Symmetry Financial Group, fueled by the power of individuals willing to step out of the comfort zone and realize the pain of staying the same out weighs the pain of change.. You’ve made a decision to change the course of your life through a semester of sacrifice all while impacting others in a way tobetter theirs.
FIELD UNDERWRITING GUIDELINES Americo Underwriting Our knowledgeable staff is committed to working with you to get your clients the best rate and to provide outstanding service to you and your customers.STATE REQUIREMENTS
Phone: (800) 324-7147. Fax: Registration via fax or mail is a two-step process: Submit the registration form along with payment to:Prometric ATTN: NY Insurance Exam Registration 7941 Corporate Drive Nottingham, MD 21236 Fax: (800) 347-9242. Call (800) 324-7147 after the registration has been processed to schedule your exam.STATE REQUIREMENTS
What to Bring. Two forms of current signature identification: A primary ID (photograph and signature, not expired) such as a Driver’s License or Passport. A secondary ID (signature, not expired) such as a Debit or Credit card. You will not be required to supply a copy of your Certificate of Completion at the exam. HOME – AGENTTRAINING.INFOQUICK STARTRESOURCESLEARNING THE BASICSBUILD MY TEAMAGENCY PAGESE&O INSURANCE Know what products your clients qualify for in seconds with the proprietary Virtual Mentor software. Simply put in your clients height, weight, age, and health issues and have instant access to everything you need at your fingertips, like quote tools, applications, carrier contact info, agents guides, height & weighttables, and more!
COMPENSATION
Compensation – AgentTraining.info. Every newly contracted agent that begins with Symmetry Financial Group begins on a 70% commission level, or also referred to as a starting contract. All agents are paid directly by the carriers, Direct Daily Deposit, according to your contract level with Symmetry.GETTING STARTED
This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins. Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, how SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect usCONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran Heath APPOINTMENT SETTER TRAINING You may book one appointment per hour if you’re only calling during those times, where you may book 3-5 appointments per hour if you’re getting a hold of more people when you’re calling. We have found, after countless hours of calling, that the BEST TIMES to call are on Friday between 2pm-8:30pm, Saturdays from 8:30am-6pm, and Sunday fromSETZER AGENCY
Welcome to The Setzer Agency, Powered by Symmetry Financial Group, fueled by the power of individuals willing to step out of the comfort zone and realize the pain of staying the same out weighs the pain of change.. You’ve made a decision to change the course of your life through a semester of sacrifice all while impacting others in a way tobetter theirs.
FIELD UNDERWRITING GUIDELINES Americo Underwriting Our knowledgeable staff is committed to working with you to get your clients the best rate and to provide outstanding service to you and your customers.STATE REQUIREMENTS
Phone: (800) 324-7147. Fax: Registration via fax or mail is a two-step process: Submit the registration form along with payment to:Prometric ATTN: NY Insurance Exam Registration 7941 Corporate Drive Nottingham, MD 21236 Fax: (800) 347-9242. Call (800) 324-7147 after the registration has been processed to schedule your exam.STATE REQUIREMENTS
What to Bring. Two forms of current signature identification: A primary ID (photograph and signature, not expired) such as a Driver’s License or Passport. A secondary ID (signature, not expired) such as a Debit or Credit card. You will not be required to supply a copy of your Certificate of Completion at the exam.GETTING STARTED
In order to succeed in Symmetry, it will take time, energy, effort, and most importantly be coach-able. Don’t get overwhelmed with the information you’ll learn and definitely don’t let it keep you from taking action. The ones who fail are usually the ones that “think” they need to know everything before getting started. This is anQUICK START
Copyright - AgentTraining.info - Enfold WordPress Theme by KriesiScroll to top
GETTING STARTED STEPS Symmetry Fast Track Training. NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY whatGETTING STARTED
Anti Money Laundering Training Certificate (See instructions on how to acquire for free below) Go to American Amicable’s Homepage. Click Login -> Agent. Agent No: aml. Password: course. Once finished, save a copy of your certificate of completion, and upload it to this application when prompted. ONE of the following Acceptable EFTDocuments.
CONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran Heath APPOINTMENT SETTER TRAINING You may book one appointment per hour if you’re only calling during those times, where you may book 3-5 appointments per hour if you’re getting a hold of more people when you’re calling. We have found, after countless hours of calling, that the BEST TIMES to call are on Friday between 2pm-8:30pm, Saturdays from 8:30am-6pm, and Sunday from 10 STEPS: OBJECTIONS REBUTTALS Webinar & Call Schedules. Agency Directory. Menu Menu. Step 3: Objections Rebuttals. Calling your leads. ~ INTROS ~. Below are Intros for A & B leads. ~ A LEAD INTROS ~. Intro 1 ~ Get right into it (This is the one Nate Auffort uses)NINJA DIALER
Watch this webinar replay to learn more about it and why you should sign up today for a free 30 day trial! Learn how 500+ Symmetry agents (including 8 of the top 10 in the Smith Master Agency) are using it to make more dials and are submitting 30% more APV (on average) than they were before and they’re doing itI AM NOT LICENSED
Part 2. Once you have been issued a license, you will be given instructions to log back into your contract and complete the process by adding your National Producers Number (NPN).HOME CERTAINTY
—3— Home certainty PLan DeScriPtion Home certainty is a simplified issue term to age 95 life insurance plan with 15, 20, 25 and 30 year level premium periods. HOME – AGENTTRAINING.INFOQUICK STARTRESOURCESLEARNING THE BASICSBUILD MY TEAMAGENCY PAGESE&O INSURANCE There’s a reason we have been voted #1 company culture for the last 2 years in a row by Culture IQ and Entrepreneur Magazine and it’s because we have selected the right people to partner with.COMPENSATION
Every newly contracted agent that begins with Symmetry Financial Group begins on a 70% commission level, or also referred to as a startingcontract.
GETTING STARTED
This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins. Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, how SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect usCONTRACTING
Accessing this course requires a login. Please enter your credentialsbelow!
APPOINTMENT SETTER TRAINING Final Expense. Final expense insurance is an insurance policy used to pay for funeral services and a burial when the named insured dies. Such a policy helps ease the financial burden placed onSETZER AGENCY
Welcome to The Setzer Agency, Powered by Symmetry Financial Group, fueled by the power of individuals willing to step out of the comfort zone and realize the pain of staying the same out weighs the pain of change.. You’ve made a decision to change the course of your life through a semester of sacrifice all while impacting others in a way tobetter theirs.
FIELD UNDERWRITING GUIDELINES Americo Underwriting Our knowledgeable staff is committed to working with you to get your clients the best rate and to provide outstanding service to you and your customers.STATE REQUIREMENTS
1. Schedule and Pass a Licensing Exam Making Exam Reservations Licensing exams are provided by Prometric. You can make an exam reservation online, by phone, fax or mail.STATE REQUIREMENTS
1. Get Fingerprinted All licensees must be fingerprinted and submit to a background check. Additional information about the fingerprinting requirement may be found on HOME – AGENTTRAINING.INFOQUICK STARTRESOURCESLEARNING THE BASICSBUILD MY TEAMAGENCY PAGESE&O INSURANCE There’s a reason we have been voted #1 company culture for the last 2 years in a row by Culture IQ and Entrepreneur Magazine and it’s because we have selected the right people to partner with.COMPENSATION
Every newly contracted agent that begins with Symmetry Financial Group begins on a 70% commission level, or also referred to as a startingcontract.
GETTING STARTED
This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins. Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, how SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect usCONTRACTING
Accessing this course requires a login. Please enter your credentialsbelow!
APPOINTMENT SETTER TRAINING Final Expense. Final expense insurance is an insurance policy used to pay for funeral services and a burial when the named insured dies. Such a policy helps ease the financial burden placed onSETZER AGENCY
Welcome to The Setzer Agency, Powered by Symmetry Financial Group, fueled by the power of individuals willing to step out of the comfort zone and realize the pain of staying the same out weighs the pain of change.. You’ve made a decision to change the course of your life through a semester of sacrifice all while impacting others in a way tobetter theirs.
FIELD UNDERWRITING GUIDELINES Americo Underwriting Our knowledgeable staff is committed to working with you to get your clients the best rate and to provide outstanding service to you and your customers.STATE REQUIREMENTS
1. Schedule and Pass a Licensing Exam Making Exam Reservations Licensing exams are provided by Prometric. You can make an exam reservation online, by phone, fax or mail.STATE REQUIREMENTS
1. Get Fingerprinted All licensees must be fingerprinted and submit to a background check. Additional information about the fingerprinting requirement may be found onGETTING STARTED
Welcome to the fastest growing team in Symmetry Financial Group! There is one simple reason why we are the fastest growing agency, our agents write twice the business that the average agent in SFG writes we havethe best training.
QUICK START
Copyright - AgentTraining.info - Enfold WordPress Theme by KriesiScroll to top
GETTING STARTED STEPS Symmetry Fast Track Training. NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY whatAGENCY DIRECTORY
Copyright - AgentTraining.info - Enfold WordPress Theme by KriesiScroll to top
GETTING STARTED
Important: Once you have requested your contracting link you should receive an email from: support@symmetryonboarding.com with the subject line as On-boarding Application Questionnaire You HAVE to click the GET STARTED at the bottom of the email you receive in order to get your contracting paperwork filled outCONTRACTING
Accessing this course requires a login. Please enter your credentialsbelow!
APPOINTMENT SETTER TRAINING Final Expense. Final expense insurance is an insurance policy used to pay for funeral services and a burial when the named insured dies. Such a policy helps ease the financial burden placed on 10 STEPS: OBJECTIONS REBUTTALS Hello, _____? wait for him to say this is _____, Hi _____ this is _____, I’m following up with you about the postcard you received in the mail regarding your mortgage with _____ for (the amount of the mortgage) You or your spouse called the number and followed the phone prompts to answer a few questions so sthat we could contact you back reagarding your mrortgage protection options.I AM NOT LICENSED
Part 2. Once you have been issued a license, you will be given instructions to log back into your contract and complete the process by adding your National Producers Number (NPN).NINJA DIALER
Learn how 500+ Symmetry agents (including 8 of the top 10 in the Smith Master Agency) are using it to make more dials and are submitting 30% more APV (on average) than they were before and they’re doing it HOME – AGENTTRAINING.INFOQUICK STARTRESOURCESLEARNING THE BASICSBUILD MY TEAMAGENCY PAGESE&O INSURANCE Know what products your clients qualify for in seconds with the proprietary Virtual Mentor software. Simply put in your clients height, weight, age, and health issues and have instant access to everything you need at your fingertips, like quote tools, applications, carrier contact info, agents guides, height & weighttables, and more!
GETTING STARTED
In order to succeed in Symmetry, it will take time, energy, effort, and most importantly be coach-able. Don’t get overwhelmed with the information you’ll learn and definitely don’t let it keep you from taking action. The ones who fail are usually the ones that “think” they need to know everything before getting started. This is anCOMPENSATION
Compensation – AgentTraining.info. Every newly contracted agent that begins with Symmetry Financial Group begins on a 70% commission level, or also referred to as a starting contract. All agents are paid directly by the carriers, Direct Daily Deposit, according to your contract level with Symmetry.CONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran HeathGETTING STARTED
This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins. Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, how SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect us 10 STEPS: OBJECTIONS REBUTTALS Webinar & Call Schedules. Agency Directory. Menu Menu. Step 3: Objections Rebuttals. Calling your leads. ~ INTROS ~. Below are Intros for A & B leads. ~ A LEAD INTROS ~. Intro 1 ~ Get right into it (This is the one Nate Auffort uses)STATE REQUIREMENTS
What to Bring. Two forms of current signature identification: A primary ID (photograph and signature, not expired) such as a Driver’s License or Passport. A secondary ID (signature, not expired) such as a Debit or Credit card. You will not be required to supply a copy of your Certificate of Completion at the exam. FIELD UNDERWRITING GUIDELINES Americo Underwriting Our knowledgeable staff is committed to working with you to get your clients the best rate and to provide outstanding service to you and your customers.HOME CERTAINTY
—3— Home certainty PLan DeScriPtion Home certainty is a simplified issue term to age 95 life insurance plan with 15, 20, 25 and 30 year level premium periods. HOME – AGENTTRAINING.INFOQUICK STARTRESOURCESLEARNING THE BASICSBUILD MY TEAMAGENCY PAGESE&O INSURANCE Know what products your clients qualify for in seconds with the proprietary Virtual Mentor software. Simply put in your clients height, weight, age, and health issues and have instant access to everything you need at your fingertips, like quote tools, applications, carrier contact info, agents guides, height & weighttables, and more!
GETTING STARTED
In order to succeed in Symmetry, it will take time, energy, effort, and most importantly be coach-able. Don’t get overwhelmed with the information you’ll learn and definitely don’t let it keep you from taking action. The ones who fail are usually the ones that “think” they need to know everything before getting started. This is anCOMPENSATION
Compensation – AgentTraining.info. Every newly contracted agent that begins with Symmetry Financial Group begins on a 70% commission level, or also referred to as a starting contract. All agents are paid directly by the carriers, Direct Daily Deposit, according to your contract level with Symmetry.CONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran HeathGETTING STARTED
This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins. Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, how SWAT AGENCY GETTING STARTED STEPS NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY what they are training and expect us 10 STEPS: OBJECTIONS REBUTTALS Webinar & Call Schedules. Agency Directory. Menu Menu. Step 3: Objections Rebuttals. Calling your leads. ~ INTROS ~. Below are Intros for A & B leads. ~ A LEAD INTROS ~. Intro 1 ~ Get right into it (This is the one Nate Auffort uses)STATE REQUIREMENTS
What to Bring. Two forms of current signature identification: A primary ID (photograph and signature, not expired) such as a Driver’s License or Passport. A secondary ID (signature, not expired) such as a Debit or Credit card. You will not be required to supply a copy of your Certificate of Completion at the exam. FIELD UNDERWRITING GUIDELINES Americo Underwriting Our knowledgeable staff is committed to working with you to get your clients the best rate and to provide outstanding service to you and your customers.HOME CERTAINTY
—3— Home certainty PLan DeScriPtion Home certainty is a simplified issue term to age 95 life insurance plan with 15, 20, 25 and 30 year level premium periods. GETTING STARTED STEPS Symmetry Fast Track Training. NOTE: This Training is a series of 6 (15 to 30-minute videos) on what I like to call “101 questions everybody has prior to getting involved with Symmetry.” During this training, you will hear from our founders and owners Brandon Ellison and Casey Watkins, who single-handedly built this company from the ground up by going into the field and DOING EXACTLY whatCONTRACTING
Complete the form below to get a username for agenttraining.info and sfgvirtualmentor.com. Continue to follow the steps below and check your email for further instructions. Agency Manager *. Select Option Aaron Holub Brad And Matt Smith Brittany Karson Pendleton Christopher Clark Colby Setzer Deric Brock Gary Bender Gus Villagran HeathI AM LICENSED
Complete the official Symmetry Onboarding Contract Link with all the required documents. Once all of the documents have been successfully submitted, you will receiveGETTING STARTED
Anti Money Laundering Training Certificate (See instructions on how to acquire for free below) Go to American Amicable’s Homepage. Click Login -> Agent. Agent No: aml. Password: course. Once finished, save a copy of your certificate of completion, and upload it to this application when prompted. ONE of the following Acceptable EFTDocuments.
GETTING STARTED BASICS Getting Started Basics. July 16, 2019 / in Start Here / by Beverly Frazier. Current Status. Not Enrolled. Price. Free. Get Started. 10 STEPS: OBJECTIONS REBUTTALS Webinar & Call Schedules. Agency Directory. Menu Menu. Step 3: Objections Rebuttals. Calling your leads. ~ INTROS ~. Below are Intros for A & B leads. ~ A LEAD INTROS ~. Intro 1 ~ Get right into it (This is the one Nate Auffort uses)SMITH AGENCY
What makes us different is our culture. Like and join us on Facebook to share in our adventures and success. Weekly leaderboards and all of our live event excitement is shared. Get to know other agents and connect with the entire organization.NINJA DIALER
Watch this webinar replay to learn more about it and why you should sign up today for a free 30 day trial! Learn how 500+ Symmetry agents (including 8 of the top 10 in the Smith Master Agency) are using it to make more dials and are submitting 30% more APV (on average) than they were before and they’re doing itSTATE REQUIREMENTS
Phone: (800) 324-7147. Fax: Registration via fax or mail is a two-step process: Submit the registration form along with payment to:Prometric ATTN: NY Insurance Exam Registration 7941 Corporate Drive Nottingham, MD 21236 Fax: (800) 347-9242. Call (800) 324-7147 after the registration has been processed to schedule your exam.RUDICK AGENCY
During Phase 1 you will be completing the necessary contract as well as participating in an Orientation session. Your contract is complete once you are fully licensed by the state and submit proof. Contract link sent by request. Contract should take less than 1 hour to complete. Contract must be submitted within 24 from when link is sent.* Support
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SAVE TIME. LEARN FROM THE BEST. Learn EVERYTHING YOU NEED to know to be success from a PROVEN SYSTEM that works time and time again. SUPPORT & MENTORSHIP What if you could be COACHED FROM TOP PRODUCERS AND LEADERS that started where you’re starting? Would you be willing to LISTEN,LEARN, AND FOLLOW?
NO ROCKET SCIENCE
Success is not rocket science. Like the law of gravity, there are UNIVERSAL LAWS that when you follow them, YOU WILL SUCCEED.GETTING TO KNOW US
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BEST TRAINING IN THE INDUSTRY! There’s a reason that half the top 10 producers in Symmetry are on this team… the best-trained team wins. And the best of the best have come together to teach you everything they do to be the best. Now it’s up to you to learn, apply it, and counsil with your mentoralong the way.
TOOLS TO MAKE IT SIMPLE Know what products your clients qualify for in seconds with the PROPRIETARY VIRTUAL MENTOR SOFTWARE. Simply put in your clients height, weight, age, and health issues and have instant access to everything you need at your fingertips, like quote tools, applications, carrier contact info, agents guides, height & weighttables, and more!
CALLING LEADS IS A BREEZE WITH THE POWER DIALER! Get more people to answer the phone with unlimited local caller ID’s to call clients from. " style="top: 3.7%; left: 26.8%; ">1
Either click-to-call clients or have the system auto-dial them for you without any awkward delay. " style="top: 3.5%; left: 76.5%; ">2
Import leads from Symmetry’s CRM and fill in the blanks while you’re on the phone with the client. No need for messy paperwork or extra printing and paper costs. All of the client’s info is emailed to you in a nice and neat email as soon as an appointment is scheduled with the client. " style="top: 39.8%; left: 27.6%; ">3
Automatically inserts lead info into the script so you can focus on what you’re supposed to be saying. " style="top: 30%; left: 59.9%;">
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Disposition the call when you’re done to keep track of every lead. Schedule appointments that integrate with your Google Calendar automatically. Schedule call-backs if the client is unavailable or not ready to meet yet. " style="top: 93.4%; left: 19.1%; ">5
View your calling queue, run calling reports, and more! " style="top: 46.9%; left: 97.9%; ">6
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Get more people to answer the phone with unlimited local caller ID’s to call clients from.2
Either click-to-call clients or have the system auto-dial them for you without any awkward delay.3
Import leads from Symmetry’s CRM and fill in the blanks while you’re on the phone with the client. No need for messy paperwork or extra printing and paper costs. All of the client’s info is emailed to you in a nice and neat email as soon as an appointment is scheduled with the client.4
Automatically inserts lead info into the script so you can focus on what you’re supposed to be saying.5
Disposition the call when you’re done to keep track of every lead. Schedule appointments that integrate with your Google Calendar automatically. Schedule call-backs if the client is unavailable or not ready to meet yet.6
View your calling queue, run calling reports, and more! Increase calling efficiency by up to 400% with the proprietary Virtual Mentor Power Dialer. It’s often said that calling leads is a double-edged sword. It can be time-consuming and tedious, but it’s where the money is made. The more appointments you have the more opportunities you have to sit with clients and make sales. What if you had a way to make 3x – 4x the number of dials in less time AND the tedious, time consuming things were automated? How many more appointments could you schedule? How many more sales could you make? That’s what we have with the Power Dialer, which was developed by the Smith Agency and is exclusive to Symmetry FinancialGroup!
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IS SYMMETRY RIGHT FOR YOU? Listen to one of our recorded National Conference calls to get to know us and decide for yourself There’s a reason we have been voted #1 company culture for the last 2 years in a row by Culture IQ and Entrepreneur Magazine and it’s because we have selected the right people to partner with. That’s why it’s so important to us that you’re the right fit for us and we’re the right fit for you. Listen to the audio below to get a better idea on who we are as a team and as a company!Audio Player
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