The Success Journey: 10 Steps to Excellence
Discover a series of videos that highlight the incredible opportunity Symmetry Financial Group provides for agents at every stage of their career. Whether you're looking to understand the unique advantages Symmetry offers or seeking inspiration to build a meaningful career, these videos provide a comprehensive overview of what makes Symmetry a game-changer in the financial services industry.
Set Clear Goals
Commit to Learning
Build Relationships
Master Time
Communicate Clearly
Stay Consistent
Adapt & Innovate
Be Accountable
Think Positive
Lead by Example
10 Steps to Excellence
Follow this simple step-by-step process to get started successfully.
Step 1:
Set Up Systems
Getting started begins with setting up your essential tools and systems. These include securing your logins, passwords, and access to vital platforms. By organizing your resources from the outset, you'll save time and operate more efficiently.
Action Steps:
- CREATE EMAIL ADDRESS: We HIGHLY suggest that you create a new G-Mail account. You will be getting loads of new emails and it's better to stay organized this way. Use [email protected] *If first name is taken, then use your [email protected]* With your New Email, send an email to your hiring agent so we have your contact information!
- GROUP PLATFORMS: This is where we communicate as an agency, do training, share resources, and celebrate each other! If notifications are too much for you, please mute the threads but check in regularly! Get with your leader for their links and information.
- Complete your Symmetry Contract sent via email by your Upline.
- Once that is complete you will receive a "Welcome Email" from Symmetry Corporate. This email will include your next steps, focus first on SureLC. Complete your profile ASAP, this is where your Carrier Appointments will come from.
- The Welcome Email will also include your HQ & OPT login information. HQ is the hub for everything, OPT is your Lead platform.
- Bookmark all essential links to streamline daily operations.
Pro Tips:
- Keep all passwords and logins in a secure, easily accessible location like a password manager.
-Login to OPT daily to keep your account active! If you go 2 weeks without logging in, you will be locked out and need your AO to reset you!
- Reach out to your mentor for help with setting up unfamiliar tools.
- Explore training videos on AgentTraining.info and HQ.Quility.com to maximize the potential of your systems.
Step 2:
Create a Plan
A solid plan sets the foundation for success. By clearly outlining your goals, priorities, and strategies, you ensure a focused approach to building your business and managing your time effectively.
Action Steps:
- 5 Voices Assessment: It's imperative that we live the team mentality. We are going to be playing on the same field and working together. By knowing ourselves and knowing others, we are going to be able to know HOW to communicate and help each other!
- Define your short-term and long-term goals to stay aligned with your vision.
- Break down your plan into manageable daily and weekly tasks.
- Track your progress regularly and adjust your plan as needed.
Pro Tips:
- Prioritize tasks that align with your goals and avoid distractions.
- Use a planner or digital tools to schedule your time effectively.
- Share your plan with your mentor for feedback and accountability.
Step 3:
Order Leads
Ordering leads is a critical step in building a consistent pipeline of potential clients. Leads provide the foundation for your outreach and help you stay proactive in growing your business.
Action Steps:
- Log in to Opt to access the Leads Dashboard.
- Consult with your mentor to determine the best types of leads for your goals and budget.
- Tune in to the weekly Production Webinars (Monday 11AMCST) to learn how to make the most out of your leads.
- Place your lead order and download them for easy access and tracking.
Pro Tips:
- Start with a manageable number of leads to build your confidence and skills.
- Focus on high-quality leads that align with your target market.
- Regularly review your lead strategy and adjust as needed to optimize results.
Step 4:
Calling Leads
Reaching out to your leads is where the magic begins. Consistent and effective communication is the key to building trust, understanding your clients’ needs, and setting appointments that lead to success.
Action Steps:
- Create a call schedule to stay organized and consistent in your outreach.
- Use scripts from the Resource Library to refine your approach and confidence.
- Practice overcoming common objections to ensure smooth conversations.
- Track your calls and outcomes to identify areas for improvement and follow-ups.
Pro Tips:
- Smile while talking on the phone—it helps convey warmth and confidence.
- Focus on asking questions and listening to uncover your client’s needs.
- Call during peak contact times, like mornings or early evenings, for better response rates.
Step 5:
Finding the Best Product
Matching clients with the best product is essential to meeting their needs and building trust. Understanding your product offerings and tailoring solutions ensures that you provide the most value to each client.
Action Steps:
- Review the product guides available in the "Sales Tools" section of HQ.Quility.com to familiarize yourself with offerings.
- Ask your clients questions to fully understand their goals and needs.
- Utilize quoting tools, available on HQ, to compare options and identify the best fit for your client.
- Consult with your mentor or team for advice on complex cases or products.
Pro Tips:
- Focus on the client’s priorities, such as budget, coverage needs, or long-term goals.
- Stay updated on new products and features to expand your expertise.
- Highlight the benefits of each product to help clients make informed decisions.
Step 6:
Preparing Options
Presenting well-prepared options is key to helping your clients make confident decisions. By organizing and tailoring choices, you show professionalism and ensure your recommendations align with their unique needs.
Action Steps:
- Use the quoting tools on HQ.Quility.com to generate detailed comparisons.
- Identify 2–3 product options that meet your client’s goals and budget.
- Create a summary of each option, highlighting key features and benefits.
- Organize your presentation materials for clarity and ease of understanding.
Pro Tips:
- Focus on clarity by using visual aids like charts or tables to compare options.
- Always include a backup option in case your client has concerns.
- Tailor your presentation to the client’s preferred level of detail—some prefer high-level summaries, others need specifics.
Step 7:
Client Presentation
A strong client presentation is your opportunity to build trust and provide clarity. By effectively communicating the value of your recommendations, you empower your clients to make informed decisions with confidence.
Action Steps:
- Begin by understanding your client’s top priorities and addressing their needs first.
- Use the tools available on AgentTraining.info to present polished, professional materials.
- Highlight the key benefits of each option and how they align with the client’s goals.
- Encourage questions and provide clear, honest answers to build credibility.
Pro Tips:
- Use stories or examples to illustrate how your solutions have helped others.
- Practice your presentation to ensure you’re confident and articulate.
- Pay attention to your client’s verbal and non-verbal cues to adapt your approach in real time.
Step 8:
Writing an Application
Completing an application accurately and efficiently is essential to moving forward with your client’s chosen product. A thorough and well-prepared application ensures a smooth process for both you and your client.
Action Steps:
- Gather all necessary client information before starting the application.
- Log in to HQ.Quility.com to access Carrier E-app tools and resources.
- Double-check all information for accuracy to avoid delays during processing.
- Explain each section of the application to your client to ensure they understand and feel confident.
Pro Tips:
- Use electronic applications (e-apps) whenever possible for faster processing.
- Keep a checklist handy to ensure all required documents are submitted.
- Review common errors in applications to avoid unnecessary corrections or delays.
Step 9:
Submitting Business
Submitting your business accurately and efficiently is a critical step in ensuring your clients are on their way to receiving the coverage they need. Proper submission processes minimize delays and help you stay organized.
Action Steps:
- Log in to OPT and navigate to the My Leads tab to manage applications.
- Find your lead, click on its status, and select Application Taken from the disposition menu.
- Ensure the application is linked to the lead—this prevents the lead from being resold.
- If submitting multiple applications (e.g., spouse or child), use the New Application option under My Clients.
- For first-time carrier applications, proceed without an Agent ID, then update it once received.
Pro Tips:
- Submit all applications, including those written on yourself or family members, to ensure accurate leaderboard tracking.
- If an application is tied to a lead, linking it correctly will remove the lead from the inventory.
- If an app is submitted via eApp, ensure that all required attachments are uploaded before submission.
- Use the Leads & Referrals tab for applications written on referrals without a corresponding lead.
- Stay on top of your applications by checking the My Clients tab for updates.
Step 10:
Get Paid
Celebrate your hard work! Ensuring all steps are completed accurately and efficiently sets you up for timely payment. This step reinforces the value of a well-executed process and your dedication to serving clients.
Action Steps:
- Track the status of your submitted applications through OPT or carrier portals.
- Confirm the approval of your applications and address any outstanding requirements.
- Review your commission statements to ensure accuracy.
- Set up direct deposit if not already done for faster payments.
- Make sure your AO has a headshot for your leaderboard celebrations!
Pro Tips:
- Use a financial tracking tool to monitor your earnings and set income goals.
- Stay proactive by following up on pending applications regularly.
- Celebrate your successes and reflect on areas for improvement to grow your business.
Congratulations!
Click here to learn more details on each step
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