AgentTraining.info
  • Home
  • Contracting
  • Production
  • Recordings
  • Game Planning
  • Menu Menu

Register on Agenttraining.info

Complete Symmetry Contracting Paperwork

Symmetry FastTrack Training

10 Steps-to-Success

Step 1: Register on Agenttraining.info

Step 2: Symmetry Contracting Paperwork

  • READ INSTRUCTIONS BELOW BEFORE PROCEEDING

    You may have already received an email from your recruiter with instructions on how to complete the Symmetry paperwork.   If not, please complete the form below . To completed the contract (and before beginning to fill it out), you will need to print and sign the following documents in order to complete the paperwork.  Once you sign them, scan them (or take a picture of them) and make sure they are clear and not dark.  If the quality is not good enough, you will be asked to redo it.  If you use your phone to take a picture of the signed docs, we recommend using an app called CamScanner.  This will ensure a clear and bright scanned document.  Once you complete the paperwork and upload the documents, it takes approximately 2 business days for corporate to either accept it or reply back with any necessary fixes.

    Anti-Money Laundering Certificate

    You are required to complete the American-Amicable Anti-Money Laundering Course. Save the completion certificate to be uploaded with SFG Contracting.

    Signature Authorization Page

    Click the link to download, print, and sign this page. Have the file on your computer ready to upload. When signing it, stay within the lines on the box and use BLACK ink only (best to use a marker or sharpie).

    Signed Bank Authorization Page

    Click the link, download, print, and sign this page. MAKE SURE YOU INCLUDE a copy of a voided check with your name in the upper left corner of the check; not a temporary check (this is required by the carriers to setup direct deposit). The check number also needs to be higher than 100 or it will not be accepted.

    Have State License Ready to Upload

    Having a copy of your state license is required before filling out the contracting paperwork. Make sure you have a copy ready to upload before beginning the contracting process.

    NOTE: HAVE ALL OF  THE ATTACHMENTS READY PRIOR TO STARTING THIS CONTRACT.  THE ATTACHMENTS MUST BE UPLOADED IN THE ORDER THAT THEY'RE REQUESTED, OTHERWISE IT WILL NOT WORK AND YOU WILL HAVE TO START OVER.

    PLEASE remember when requested on the first page of your contracting paperwork below, the Recruited Agent Name is YOUR NAME and the Direct Upline name is the name of the person who introduced you Symmetry. If you don't know who your Agency Manager is, please ask your sponsor.
  • Request Symmetry Contracting Link

Step 3: FastTrack Training


This Training is a series of 6 (15 to 30 minute videos) by the founders of Symmetry Financial Group, Brandon Ellison and Casey Watkins.  Before starting Symmetry, they were agents in the field for about 10 years and will cover things like what an in-home appointment looks like, what we say on the phone to schedule the appointment, how you get promoted, what products we market and why, how commissions are paid, how leads are distributed, and more.

Once you have completed the final lesson/quiz, you will have access to the 10 Steps-to-Success and more training on this website.

Step 4: 10 Steps-to-Success

Now that you have your licence and have completed all the steps above, you are now ready to accelerate your learning with Symmetry Financial Group, by being guided through a STEP by STEP process to achieve your maximum potential! You will learn the Keys to Success on how an agency was given birth by 3 individuals with NO prior insurance backgrounds, NO in home sales experience, but MORE IMPORTANTLY, over 50 years combined experience in running multi-million dollar businesses, earning millions of dollars themselves.

Meet Your Agency Managers and Mentors

Brad Smith

Coming into Symmetry with more than $250,000 of debt, Brad and Matt were able to pay off their debt within 18 months of working with Symmetry and now have one of the top 5 agencies in Symmetry. Their agency was the fastest agency to every do $1 Million APV in a MONTH in their 33rd month in the business.

Matt Smith

Coming into Symmetry with more than $250,000 of debt, Brad and Matt were able to pay off their debt within 18 months of working with Symmetry and now have one of the top 5 agencies in Symmetry. Their agency was the fastest agency to every do $1 Million APV in a MONTH in their 33rd month in the business.

Nate Auffort

In a record yet to be matched,  Nate wrote over $50K  his FIRST month, over $80K APV his first 6 wks, & had $40K deposited into his bank acct in 2 months. His agency broke another record by being the FASTEST agency EVER to hit $100K APV in only their 5th month & Equity Partner in his 1st 4 years.  In addition, he was inducted into the exclusive ‘Million Dollar Club” his 1st year  & received the coveted “Impact Player of the Year Award” & “Leadership Award”   

Marlin Faulkner

Marlin reached the top 10 in record time due to his relentless work ethic & coach-ability.  He too is a member of the”Million Dollar Club” &  received the SFG Leadership Award for his shining example. In addition he also was recognized for helping create one of the fastest Regional Agency Managers, Deric Brock & has become a regular fixture on stage at the Symmetry Conferences and Swat Training Events.

Deric Brock

Deric was previously a business owner, & fell in love with Symmetry’s franchisable model.  Because of his incredible Leadership, he was one of the fastest to reach the level of Regional Agency Director, of which there are only 4 of in the company at the time. Deric exemplifies character & strength. Symmetry allowed him to replace his income  & as a result was able sell his brick & mortar business to buy back his time with his family.

Chris Page

Prior to Symmetry, Chris worked in the shipping industry.  He was burned out and wanted to find something with more purpose.  Because of Chris’ focus on servant leadership, he has reached the level of Agency Owner in record time and is leading his team by example.

Michael & Katie Rudick

The Rudick’s are referred to as “the Excuse Busters” Michael is a Tulsa firefighter, husband, business owner, & loving father of 5 children. When Katie wasn’t handling Mom duties, she was a full time nurse. STRICT scheduling allowed them to reach Agency Owners, be awarded an all expense pd trip to Mexico, Katie placing 2nd, only to a 7 year veteran in insurance, in a contest of the top 400 Agents in SFG,  & all at the same time providing an incredible lifestyle for their family.

Aaron Holub

Coming into Symmetry, Aaron was out of money and time, missing his children growing up.  After committing to following the system to a “T” and literally memorizing the audio training, he has become one of the top 10 producers in Symmetry and an Agency Manager.  Not only has he improved his financial situation, but he is able to be with his family when it matters most.

Mike Colburn

Being a successful adviser prior to Symmetry, Mike saw the value he could offer his clients by having access to 40+ top carriers through Symmetry.  But after a year, he recognized the value of leveraging the system in building an agency.  Currently, not only is he consistently one of the top producers in Symmetry, but so are many of his agents.

Ike Muonelo

Prior to Symmetry, Ike was running a successful Internet Marketing company, or should I say, the company was running him. He realized that he was lacking a good system to leverage and wanted something that would allow him to have the success he was looking for, but would also give him the time freedom he longed for.  After meeting the leadership and understanding the system, Symmetry was the “ANSWER”.  Because of his willingness to “follow the system”, he is now the fastest person to achieve the title of Agency Owner in Symmetry to date.

Gus Villagran

As an immigrant with an entrepreneurial mind, Gus became a business owner at a very young age successfully running a retail business for over 16 years that allowed him to semi-retire in his early thirties. Due to market and economic changes, he was forced out his own business. In his first full time year in Symmetry, he was the #2 Rookie Writer in Symmetry and received the #1 SWAT team rookie writer of the year award while fully replacing the income he was accustomed to with his previous business that took over 16 yrs to build. He is currently on track to tripling his production as an agency owner this year.

Nowlin Agency

Coming Soon

Leidecker Agency

Mike was in the top 1% of another supplemental insurance company when he saw the video.  What attracted him were the unlimited warm leads and the opportunity to own his own agency.  When he came to a training to check it out he was totally captured by the culture of the company.  Since that time he has been consistently on the leader board.  Last March he came in 3rd in the March Radness sales competition. His infectious laughter and love for life have endeared him to many as he is a fierce competitor and has an unequaled work ethic. His commitment to his family and to do what he believes are his bedrock and everything he does comes from that belief and love for family.

Dieckmann Agency

Tim has over twenty years of Radiology and healthcare experience. Before starting Symmetry, he worked at The University of Kansas and 2 other hospitals, treating patients and teaching new Radiology students. After a life-changing car accident, his wife of twenty-two years sustained a traumatic brain injury that forced him to re-think his eighty hour per week career. Fortunately, he was introduced to Symmetry before his family lost nearly everything. Three years later, they have been able to rebuild their lives while running a successful agency. He has been a top producer and is now enjoying his team’s rapid growth.

We left NO stone unturned and have provided a DETAILED step by step system to follow to ensure your success. All the experience, secrets, and sales techniques learned by Nate Auffort, Matt Smith & Brad Smith, Edward Pritchett, & Marlin Faulkner,  will be shared and taught to you in the 10 Steps. The question is NOT whether they work or not, that has ALREADY been PROVEN, but whether YOU are willing to learn, study, and master the skills necessary to accomplish the task set before you.  All the hopes, dreams, effort put forth, and wishes, really only amount to one thing in the end, and that is RESULTS.

Begin The 10 Steps-To-Success Now
© Copyright - AgentTraining.info - Enfold WordPress Theme by Kriesi
Scroll to top