sales starter
uploading an application into opt
After writing an application we save a pdf document onto our computer or tablet before uploading it into Opt. there are two ways to get the applications to the carrier 1. electronic applictions that are filled and forwarded directly to the carrier 2. paper applications that are filled out on hard copy. if we upload a paper application to opt it will send the application to the carrier for us. if we submit an electronic application directly to the carrier we also save a pdf copy of the application and upload to opt for tracking purposes and to remove the lead from the bonus lead inventory so onother agent cannot purchase the lead.
Important! Compensation Note
Symmetry has 40 plus carriers to work, the carriers set their own compensation levels and residual income payout. Our core carriers consist of a small handful of carriers that offer top compensation levels for their premier whole and term life products. in most every case the plan compensation level is in line with The symmetry comp level. It’s important to know that some non-core carrier life products, and most of all stand-alone health products like stand-alone disability, critical illness, accidental policies or guaranteed issue or graded policies (Designed for people have severe health issues) or people over the age of 80 pay a slightly lower compensation level, this is determined by the carrier. while you are learning the products as a new agent it is in your best interest to do your due diligence to ask your mentor about product suggestions before offering them so you know before writing if there are better alternatives.
Unconscious Competence Awaits You
Watch this video in the event that you feel pain in your extremities or numbness of your mind after working daily activity with limited results. the developing others square shows us a visual path to the pit of despair and a way out that every SFG agent has dealt with at one time or another
There are two ways to earn income in our business temporary and permanent. Helping families with our production is termporary building a team creates passive income. Learn how to build an agency and create permanent passive income
Errors and omissions insurance, also known as E&O insurance and professional liability insurance, helps protect you from lawsuits claiming you made a mistake in your professional services. This insurance can help cover your court costs or settlements,
Calling from the home
WHILE YOU ARE STILL IN your LEARNING CURVE Callng with questions during a meeting is a good way to be sure you are not leaving out any important points. call if you made the sale and need to double check next steps, have new health information or if you need help closing.
booking solid appointments
Interview with sales pro Alison Bent as she breaks down her techniques locking down apptointments
New 120 Direct to Symmetry Jordan Hunt Joined our May Meeting
Managing Vice President Marlin Faulkner Stopped by to pour into our team 7/1/22
AO and Excuse Eliminator Wini Brown Stopped By For the 8/5/22 Meeting
sales pro elite producer and agency owner Rasim Tugsberk shares his knowledge
Danny YOung guest for the 2022 end of the year celebration
level up leads and ASR referrral sysstem 10-23
visual illustrations
Visual illustration aids to help sell insurance products
Symmetry financial group soundcloud
What We Say In The Appointment/Home
what we say in the home
Working Older Leads
critical period coverage
Financial Fire Drill
financial firedrill
Click the link below for a direct link to the dropbox folder tHis is where you can find current State Applications, sample applications, Recordings and other valuable resources
If you’re diagnosed with a serious illness, a Critical Illness insurance policy pays a lump sum to the insured to help offset expenses from a variety of covered conditions, so you can focus on getting well.
Universal life insurance gives the ability to adjust your premium payments. It offers a cash value component. You can take money out of cash value via a withdrawal or policy loan. It offers the insured permanent coverage and can be cheaper than whole life insurance because it doesn’t offer the same guarantees.
