Headquartered in Swannanoa, North Carolina, Symmetry Financial Group is one of the country’s leading insurance marketing organizations. The business was founded back in 2009 by Brandon Ellison, Brian Pope, and Casey Watkins. With three experienced insurance experts at its helm, it’s no wonder that the company reached high levels of success.
Since its inception, Symmetry Financial Group has received recognition for its growth, success, and excellent culture. The business has been ranked as one of the fastest-growing private businesses for five consecutive years, according to Inc Magazine. That high acclaim should come as no surprise. The company also has excellent ratings online. Should you check sites, such as Glassdoor, you will see that it has a wealth of top-notch reviews and comments.
What does Symmetry Financial Group do?
Symmetry Financial Group gives individuals the opportunity to sell insurance products on an independent basis. Each salesperson who decides to take on this role is provided with the things that they need to be successful within the business.
The tools that people are given include both systems and training to help them excel when selling insurance products. Each agent is then responsible for going out to meet clients.
Many agents specialize in specific products, including mortgage protection insurance, term life insurance, final expense, and annuities. Agents will often deal directly with new homeowners to give them what they need to protect their houses and their family. It doesn’t end there. The agents may also deal with customers who have refinanced their homes, been approved for a new line of credit, or have a reverse mortgage. Each customer is different and needs a unique product.
How the Business Finds Leads
When it comes to customer outreach, there are a couple of major ways that Symmetry Financial Group operates. First of all, the company sends out a variety of mortgage protection letters. The business also reaches out directly to customers online.
The lead system is advanced. As new customers come in, the business distributes them between agents. That means that every salesperson gets the opportunity to sell products to people who are interested in them. Needless to say, the flow of leads varies by location. Salespeople have to be persistent when managing their customers.
Symmetry Financial Group Core Values
To better understand the ethos behind Symmetry Financial Group, it’s worth looking at the business’ core values. These are a set of rules and guidelines that underpin every part of the company processes. The business has a people-first philosophy, which means that it puts both agents and customers at the heart of systems. Here’s what you should know:
● Communicate Open, Honestly, and Productively
Since Symmetry Financial Group is based on customers and agents, it’s important that everyone practices open and honest communication. This core value means that transactions run smoothly and everything is straightforward. There is no room for confusion or misunderstandings when it comes to dealing with this system.
● Relationships Matter and People Come First
Providing excellent products and services to families when they need it most is at the center of Symmetry Financial Group’s processes. With that in mind, building strong relationships between agents and customers is a top priority. When managing customers and leads, salespeople take great care to understand their needs and fulfill them well.
● Do the Right Thing — Even When No One is Looking
Since the company is a large one, every agent has to adhere to a strong moral code. One of the most important things that they need to remember is to always do the right thing. Symmetry Financial Group demands transparency and honesty from all of the people within the business, at all times.
● The Relentless Pursuit of Personal Growth is a Good Thing
Every professional at Symmetry Financial Group is encouraged to develop and grow their skill-set. When a salesperson joins the group, they will have the same opportunities to grow and expand their career as everyone else. For this reason, talented members of the team have the chance to quickly accelerate their career standing.
● Work as a True Team and be a Positive Influence
Despite the fact that every agent is an entrepreneur, there is an element of teamwork in this business. When salespeople join the team, they are provided with the tools to support one another and become leaders in their own right.
● Act Like Owners — and Own It
Each salesperson within Symmetry Financial Group acts as an entrepreneur. That means that they have a different relationship with their work than they would if they were full-time employees. The business encourages people to build their own personal brand and business. This method means that agents can excel and start to create something exceptional for their family as they work toward a brighter, more prosperous future.
● Be of Service. Do Good.
The founders behind Symmetry Financial Group want to give back wherever possible. For example, back in 2019, many business members partnered with Habitat for Humanity to build homes for people in need. This innovative initiative had a direct impact on people’s lives in Atlanta, Dallas, Baltimore, Indianapolis, Nashville, Orlando, Phoenix, and Washington, D.C, and other cities in the US.
● Have Fun. Get Stuff Done.
All work and no play is not the ethos that Symmetry Financial Group supports. Instead, those who join the company are encouraged to be passionate about their work and enjoy every moment of it. The business has remarkable travel and incentive programs.
The Takeaway!
As one of the country’s leading insurance businesses with a unique operations model, it’s clear to see why Symmetry Financial Group is such a success. The business is built on people and relationships, a powerful combination that works. Moreover, the company is on track towards continued growth, which means that it’s one to watch in the years to come.
Get started with Symmetry Financial Group here: https://www.sfglife.com/working-symmetry/