Candidate’s Information

 

Recruiter’s Information

If your name is not listed below, you will need to contact Beverly. [email protected]

 

The Recruiter’s Title will appear in the signature line of the email’s sent to the prospect.
































 



 

 

Result of the Interview

 


1st interview completed- 2nd interview scheduled:
Candidate scheduled 2nd Interview/Orientation; Will receive confirmation email with instructions & audio “Is SFG Right For You”.

1st interview completed – 2nd Interview NOT scheduled:
Candidate has NOT scheduled 2nd Interview/Orientation. Email sent with audio “Is SFG Right For You”, and link to schedule 2nd interview.

Final Interview – Proceed to On-boarding:
Candidate is ready to get started and will be sent welcome email with instructions.

No Answer/Missed Interview:
Candidate will be sent email with links to re-schedule interview.

Wrong Number:
Candidate will be sent email to verify phone number and reschedule interview.

Not Interested/Does not Qualify:
Candidate doesn’t fit our quality standards for whatever reason and should be deleted from our team systems.

Did NOT WATCH Corporate Overview:
Candidate did not watch the Corporate Overview. Will be sent link to page & link to RESCHEDULE interview.

Email to Candidate

Below is the email the candidate will receive when you click submit. You may customize the intro paragraph (NOT REQUIRED) by writing something in the box below. The body of the email can be read below the box.


 


Email Body (Interview scheduled):

Before moving forward, I’d like for you to listen to an audio in the next 24-48 hrs to make sure you’re going to fit into the culture of our team and the culture of Symmetry. You can access this audio by going to agenttraining.info and scrolling down to the bottom of the page. You’ll see the weekly leaderboards for our team and right below that you’ll see the audio called “Is SFG Right For You”.

Listen to “Is SFG Right For You?”





Best regards,

Recruiter Name | Title

Symmetry Financial Group

 


Email Body (Interview NOT scheduled):

Before moving forward, I’d like for you to listen to an audio in the next 24-48 hrs to make sure you’re going to fit into the culture of our team and the culture of Symmetry. You can access this audio by going to agenttraining.info and scrolling down to the bottom of the page. You’ll see the weekly leaderboards for our team and right below that you’ll see the audio called “Is SFG Right For You”.

Listen to “Is SFG Right For You?”

Once you listen to this, schedule a 2nd interview by clicking here: Schedule 2nd Interview





Best regards,

Recruiter Name | Title

Symmetry Financial Group

 



Email Body (Final interview):

I’m excited to welcome you on board the fastest growing team in all of Symmetry! We strive to work together and create an environment where people are given the opportunity to thrive. Our team is unique in that we have the Training and Resources not available to other agents. Utilizing these advantages is up to you.

We will be communicating by email, text message, phone, carrier pigeon, and any other method possible to keep you abreast of important updates. The “Command Center” for our Team is Agenttraining.info. This is where you will have access to the Tools, Resources, and Training specially designed to help guild you step-by-step through the process of getting started with Symmetry Financial Group. The top agents in our agency will tell you that they are where they are at because they were very teachable and went through step-by-step the information on this site.

To get started, explore and register: Agenttraining.info/getting-started. Click on {Manager}’s picture and follow the on-boarding instructions. Note the Conference Call times for {Manager}’s Baseshop Agency. The Calls are a regular dose of knowledge and guidance that keeps you connected to your Team and Company.

The Management and Support Staff are always happy to help in any way we can. My contact info is below if you need to reach me.





Best regards,

Recruiter Name | Title

Symmetry Financial Group