WELCOME TO THE MEEKS AGENCY

We are an awesome team that is part of the Faulkner Master Agency.

YOUR TEAM

Hi, I'm Jennifer Meeks, your Agency Owner.

[email protected]

"Hey there! I’m Jennifer Meeks, your agency owner, and I couldn’t be more excited to help you on this journey. Here at Symmetry Financial Group, we believe in creating opportunities for people just like you—those who want more out of their careers, more freedom, and the ability to build something truly their own. My job is to guide you, support you, and give you the tools to succeed, whether you want to grow into leadership or simply maximize your potential as an agent.

What I love most about this business is that we don’t do it alone—we build together. That means no franchise fees, no ceilings on your income, and a system designed to help you win. If you’re ready to put in the work, I’ll be right here, coaching you every step of the way. Let’s make this an incredible journey!"

🚀 Getting Started with Our Team

Starting strong is the key to success in this business, and we’re here to guide you every step of the way! Follow these steps to ensure a smooth onboarding process.

📧 1. Create a Professional Email

Set up a dedicated email using this format:

[email protected]

📲 2. Get Plugged into Our Team

Send your new email to us, and we’ll add you to our Slack communication channel so you can stay connected with team updates and support.

📑 3. Complete Pre-Contracting Paperwork

We’ll send you everything you need to get started with our carriers so you can be ready to write business.

🛠️ 4. Use AgentTraining.info

AgentTraining.info is your go-to resource for:

CLICK HERE FOR MORE ABOUT EACH STEP

Step 1: Set Up Systems

Step 2: Create a Plan

Step 3: Order Leads

Step 4: Calling Leads

Step 5: Finding the Best Product

Step 6: Preparing Options

Step 7: Client Presentation

Step 8: Writing an Application

Step 9: Submitting Business

Step 10: Get Paid

📚 Meeks Agency Training & Resources

Below are essential training videos, quick links, and resources to help you succeed in your business.

🎥 Training Videos

MOO Quoting Tool MOO AD App Children's Whole Life App OPT Entry

Video Placeholder

🔗 Quick Links

App Tracking Underwriting Term vs Whole Life Submit B-Lead Order

💼 What We Do

You can build an agency, write insurance, and work remotely with a flexible schedule.

Agents typically invest $250/week in mortgage protection leads. The average commission per sale is $800, with $600 paid upfront.

👤 Ideal Clients

DFL Candidate: Under 65, in debt, looking for term life.
IUL Candidate: Under 45, saving for college/retirement.
Annuity Candidate: 50-65, has a 401K or investment accounts.

📌 Resources

B3-B5 Lead Objections Social Media Marketing How Leaders Solve Problems

📌 Next Steps

Follow these essential steps to ensure a smooth onboarding experience and get set up for success.

✅ Complete SureLC Portal Setup

Requires Bank EFT setup & AML Certification.

✍️ Write a Practice Application

Submit an app for yourself, a spouse, or a child to get familiar with the process.

📚 Complete Summit Training in Quility (Basecamp)

Log in to Quility Basecamp and finish the Summit onboarding training.

📞 Schedule a Mentor Checkpoint Call

A 10-minute call to check progress, answer questions, and set your next action steps.

🔗 Keep Learning & Stay Connected!

Continue exploring AgentTraining.info for additional tools, strategies, and updates to keep you on track!