Starting a career in the insurance industry can be quite a scary leap. You might not have your license or any experience in sales, so it can be hard to pinpoint exactly how to get started.
At Symmetry Financial Group, we built a culture around the belief that nobody should have to figure that out on their own. Our support comes in layers, and each one is designed to meet you wherever you are in your career journey.
Your first day as a new agent
Let’s start at the beginning. Imagine it’s your first day on the job. You’re excited, a little nervous and probably wondering what you’ve gotten yourself into. Maybe you spent years teaching in a classroom, serving at a restaurant or you came from a typical corporate office, and now you’re learning a whole new language of carriers, products and premiums.
Most new agents immediately ask the same thing. When I get stuck, who do I turn to?
At Symmetry, the answer is simple. There’s always someone within reach and resources to back them up.
Getting started at SFG
Our Fast30 Challenge is one of the first ways we help new agents find their footing. Fast30 was designed to help agents feel wins early, build momentum and work through the hardest stretch of a new career. Agents have a clear goal to work toward during their first month and exclusive rewards and recognition if they achieve it.
Every agent’s path looks a little different but the same rhythm holds true. You learn the foundations, put them into practice with real client conversations and work to perfect your skills each day.
This is where the depth and span of support becomes critical, because there is no single resource or coaching conversation that can answer every question a growing agent might have.
Layers of support
We’ve designed a support system where platforms, training and real human conversations each play an important role. Together these layers cover all the moments when our agents might need a hand.
Training and tools, all in one place
HQ is our main tech hub for an agents’ day to day. Here, you can keep an eye on policies, see carrier information and find materials that help you prepare for upcoming client meetings.
If you are unsure of your next move, HQ always offers a starting point.
Quility University is the learning corner of HQ where agents can access workshops, coaching support and eLearning courses. Summit is our interactive learning platform that houses structured lessons that guide agents from their first days in the business to leadership, with built-in checkpoints and milestones along the way.
We know fitting training into a busy schedule full of client calls and other responsibilities can be tough. That’s why Quility University was designed to make learning part of the work you’re already doing, giving you the resources you need, exactly when you need them.
Live calls and webinars add another layer of support each week. The whole community comes together for a National Call and new agents can attend sessions to help them get started. Other call series dig into topics like advanced markets, sales strategy and lead management. If you can’t make a live session, recordings are shared so you can catch up on your own schedule.
In-person events
Some of the most impactful moments happen when our agents come together in person, and we offer a variety of events crafted around different focus areas and stages of growth.
Agency Powerhouses bring local teams together for dial sessions, live coaching and shared breakthroughs while Agency Owner Academies give agents who are ready to run their own business the training and perspective to do it well.
Events like Spring Fling bring a smaller group of leaders and builders together for a more personal experience. With plenty of conversations and activities planned, it deepens relationships and recognizes the growth people have worked hard to earn.
Then there’s our Engage National Conference, where agents travel from across the country for in-depth training, keynotes and a first look at what’s coming next for the tools and technology they use every day.
In-person events are where the names you hear on weekly calls become familiar faces, and where a new agent can stand in a room full of people and see exactly where their path can lead.
Guided mentorship
The help you need as a brand new agent looks different from the help you’ll need later in your career. That is exactly why our model has mentorship embedded from day one.
Our founders and leading agents were once in your shoes, starting from scratch in this industry. New agents continue to work their way up the ranks, and as they do, they hand down everything they have learned along the way, giving fresh starters expert guidance. As your goals change, you’ll have a mentor there to help you decide what comes next at every step.
Self-paced learning
At Symmetry, you decide where you want to go next. Whether it’s an eLearning course, listening in on a weekly training call or attending an in-person event, you choose your next step.
Some agents spend their early months building a strong foundation before they look ahead, while others are eager to move toward leadership right away and start building their own team.
Any and every preference fits here, and agents have the flexibility to pick the path that matches their personal goals.
A culture where success is shared
Working in life insurance can sometimes feel like we are all racing toward the same finish line. At Symmetry, we built a culture that focuses on collaboration instead of competition.
Our leaders devote time to new agents, with the platforms, calls and events designed to help us all rise together. Whether you’re thinking about a career switch or already licensed and looking for a stronger support system, we’ve got your back.
