Most of us have a rough picture of where we’d like to be five years from now. What’s harder to find is a company that shows you how to get there. Expectations and explanations are vague, making it feel like you have to figure it out on your own.
At Symmetry Financial Group, we want you to have a different experience. We believe that anyone looking to come on board should be able to see the opportunities up front, understand how each one works and decide what fits best before committing.
Inside the SFG model
Symmetry Financial Group is an independent marketing organization, often shortened to IMO. If that term is new to you, it describes the role we play in the insurance world. We work with licensed insurance agents or brand-new prospects who are looking to enter this industry and provide them with the training and support they need to grow.
They bring the drive, and we provide the framework that helps them put that drive into action.
Designed for success
Agents plug into a system with proprietary tech, strong back-end support and step-by-step mentorship at all levels of growth. Our top leaders invest in the people they work with and make the best mentors because they have walked that same path. They know the challenges and struggles of the industry and share that knowledge with coachable people who are driven by success.
Sell anytime, anywhere
Our agents work with clients virtually, so they can sell across the country without being tied to a single location. A conversation with a family in one state can happen right after a conversation with a family in another.
Remote work is built into how Symmetry operates so this isn’t a perk added on later that you have to earn. It is available to our agents from the jump, allowing them to pick where they work and the number of hours they want to commit.
Two tracks, two clear paths forward
The advancement path at Symmetry feels like an open book because it doesn’t force everyone into the same mold. Our agents come from all walks of life, bringing different career backgrounds and experiences that shape the skills and priorities they start with. Each person has a unique vision for their future, as some want to focus on creating a steady income for their families, while others are looking to scale their own business.
That’s why we offer two distinct paths: the producer track and the builder track. Our producer track lets agents focus on the work itself and make an income through their own production, while the builder track is designed for those who want to grow an agency that they own.
These different paths reflect different goals, and both offer agents the opportunity to define their own success.
A freedom lifestyle
Career paths aren’t only about your title or the income you take home. They are also about the life that you get to live while you work.
A big part of what draws people to Symmetry is the freedom that comes with our model.
Symmetry was designed to give agents the opportunity to generate passive income beyond the hours they actively work, along with complete autonomy over their own schedules. This could mean picking up your kids from school between meetings or stepping away from client calls to take care of your own well-being. Meanwhile, your business can keep generating income in the background.
It takes real work to get there, but that goal is what many agents are building toward.
Remote work on your terms
Because the work is virtual, you decide where it happens. Your office could be your favorite coffee shop or even a vacation spot that you are visiting for the week. That flexibility makes it easier to focus on the commitments that matter most to you, instead of arranging your life around one specific location and a long commute.
Technology that keeps the human touch
Selling insurance virtually can seem impersonal, but it doesn’t have to be. We use technology to take care of the repetitive administrative work, so agents can spend their time on real conversations.
Quility® Hatch™ was built to act as your digital storefront, turning online traffic into leads, while Quility® Switchboard Funnel™ streamlines and automates the rest of the engagement cycle.
Insurance decisions are very personal and often high stakes. Our tools keep everything running smoothly leading up to and following client conversations, so agents can focus on building lasting relationships.
True ownership
Many careers ask you to build value for someone else. At Symmetry, ownership is baked into the story and it is one of the most significant ways that our path differs from a more traditional job.
When you become an Agency Owner with Symmetry, you fully own your business. The agency you build is yours and you decide how you want to grow. Usually in a traditional job, the work that you do is bundled into something that belongs to your employer. As an Agency Owner, the effort you put in goes toward an asset with your name on it.
This ownership shifts your mindset from thinking about just monthly earnings to more long-term payoffs and how each decision ties into your future goals.
Part of our Agency Owner contract also stipulates that if something were to happen to you, your family inherits your agency. The business you build doesn’t disappear or get absorbed back into the company, it goes straight to the people you were working so hard for all along.
For many agents, that kind of security is a meaningful part of the opportunity because it turns your career into future careers for your family as well.
Where will your path lead?
Advancement at Symmetry looks different for everyone, and that is by design. Some will spend their time writing policies, some will focus on recruiting and some will grow into owning and building an agency with a lasting legacy.
The road ahead is mapped out in plain sight – the only question is when you want to start.
