How Symmetry Financial Group Is Shaking Up the Insurance Industry: Training

Sept. 24, 2021

The training an insurance agent receives impacts everything from their ability to sell policies to the longevity of their career. When you’re given the keys to success at your company through top-notch training and resources, you’ll enjoy a successful and long-lasting career compared to agents who do not receive this support. At Symmetry Financial Group , our agents are supported with a wide range of training materials, videos, and webinars that ensure they are prepared to help their clients find the best solutions for their unique needs.

Symmetry’s sister company, Quility, supports our agents through an agent intranet called Quility HQ that acts as a one-stop shop for all Symmetry agents, whether they’re brand new or veterans in the field. Within HQ, agents will find everything from training courses by product type and new agent checklists to a virtual kickoff with the founders of Symmetry Financial Group.

Product Concepts

Within Quility HQ, agents can find specific training for the products they want to sell. Through a selection of detailed product concepts, everything from mortgage protection to Medicare supplements and advanced solutions are broken down for the agent so they can develop expertise around the products they want to offer their clients.

Agents also have access to detailed and proven scripts to walk them through best practices for the initial outreach for a given product.

Agents also have access to training sheets like Four Keys to a Successful Week, which outlines the best resources,  methods and activities to succeed with the product you’re looking to sell. Under this section of HQ, Symmetry agents will also find training videos for products like critical illness and disability insurance that provide insightful overviews of how the products work. Each product’s section in HQ also lists some of the popular carriers Symmetry works with to supply the coverage.

As agents are discovering which products they’d like to offer families, the product concepts section of HQ offers a wealth of knowledge and support.

Telesales training

The recent pandemic has shaped how the insurance industry works. For many, this means working from home and using telesales to conduct their business. At HQ, agents will also find comprehensive training on telesales. In this section, they’ll have access to documents like Telesales Best Practices and Zoom training to ensure they’re providing clients with a friendly, comfortable and simple experience when meeting virtually. Agents can even download branded Zoom backgrounds and virtual business cards.

This section of HQ also offers a series of training webinars from experienced Symmetry agents who walk you through the ins and outs of helping families remotely. Not only does Symmetry offer the keys to success in telesales, but agents will also find additional tips to avoid the pitfalls that may come with remote work.

With telesales becoming more of the norm for insurance sales, this training will be helpful to all agents, both new and experienced, who are looking to break into remote work.

Calls and webinars

Symmetry agents also have the advantage of joining weekly calls and training webinars that offer a wealth of information and advice from industry experts. On HQ, agents can find scheduled calls and can add reminders to their calendars seamlessly, as well as access archived webinars they might have missed.

These calls and webinars cover a range of topics, each designed to help agents navigate the insurance industry. The Monday sales training calls are hosted by Symmetry veterans who give expert advice on their time in the field. Wednesdays are for the Builder’s call, which guides agents through the best practices for recruiting and building their agency. Thursdays offer training webinars that focus on in-depth discussions concerning everything from recruiting to obtaining a positive work-life balance.

Symmetry also holds weekly national calls with company-wide updates from the founders and product-focused calls like Debt Free LIVIN’, which cover the basics of Symmetry’s proprietary Debt Free Life product, an insurance solution that helps clients pay off all their debt while saving for retirement. All previous recordings can be found right on HQ and are arranged by category, which is a valuable resource to all new agents learning the ropes.

New Agent Checklist

New Symmetry agents will have access to HQ’s New Agent Checklist, which breaks down 10 steps we recommend all new agents take to get started on the right track. Each step gives agents a general overview of what they’ll need to do as well as links to resources that will help them complete it.

Resources like the activity report give agents the ability to track their progress as they begin their dials and initial appointments. Then there’s the link to the Quility Store where new agents can browse branded products like folders, badges and business cards.

This checklist also includes a summary of the Quility tech that will give every Symmetry agent the edge they need in getting started. Agents will also be invited to The Founders’ Kickoff call, which allows recruits to meet virtually with two of Symmetry’s founders, Brandon Ellison and Casey Watkins.

With so much to navigate for new agents, HQ’s New Agent Checklist will make sure you have everything you need to get started with Symmetry.

HQ-How to

With all these valuable resources to new agents, it can be overwhelming navigating them within HQ. That’s why we’ve also implemented a video series that explains how each section works.

In the HQ-How to, agents will find helpful videos on every section of the site. Here they’ll find guides for filling out an FIF through HQ, using the Symmetry leaderboards and even a video for navigating the training sections. With HQ-How to, Symmetry agents will have a firm grasp on how to use the site and where to find the support they’re looking for.

Experience the Symmetry Difference

Symmetry agents are given the support and training needed to be successful in the field. With the power of Quility’s HQ site, our agents have access to a host of tools that help close the gap between novice and expert.

As a Symmetry agent, you will have access to high-quality life insurance, disability income insurance, critical illness insurance, and annuity products from more than 30 well-known insurance companies. This gives you the flexibility and reach you need to tailor plans to meet clients' individual coverage needs.

To learn more about how to begin a fulfilling career as a life insurance agent, contact us today .


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