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Sign up for your online licensing course

Obtain Your License
(see your state requirements below)

Complete Symmetry Contracting Paperwork

Step 1: Sign Up For License Course

License Coach and Xcel Testing are the licensing course companies we work with (select your manager below to see the company your manager recommends and receive a discount code for that course).  This 20-40 hour online course should be completed within 3-7 days. Speak with your manager about whether you should take the Life Only course (20 hrs) or the Life & Health course (40 hrs). Once you have enrolled, you will be able to save a Certificate of Enrollment/Receipt, which will need to be attached with your Unlicensed Agent Enrollment Form (step 2 below).

  • Smith Master Agency


    License Coach discount code: SFG3092


    If you are in the following states you will use the Xcel system for pre-licensing.
    Go to xcelsolutions.com and use: SFGSMITH
    AR, CA, IL, MN and OR
  • Junior Agency


    License Coach discount code: SFG0822

  • Clark Agency


    License Coach discount code: SFG5250

Step 2: Obtain Your State License

Click your state below for state specific requirements

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Maine

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New Hampshire

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Vermont

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Massachusetts

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Connecticut

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Rhode Island

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New York

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New Jersey

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Pennsylvania

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Delaware

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Maryland

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Washington DC

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West Virginia

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Virginia

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North Carolina

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South Carolina

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Georgia

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Florida

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Michigan

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Ohio

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Indiana

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Kentucky

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Tennessee

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Alabama

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Mississippi

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Louisiana

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Arkansas

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Missouri

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Illinois

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Wisconsin

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Iowa

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Minnesota

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North Dakota

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South Dakota

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Nebraska

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Kansas

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Oklahoma

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Texas

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New Mexico

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Colorado

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Wyoming

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Montana

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Idaho

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Utah

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Arizona

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Nevada

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Washington

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Oregon

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California

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Alaska

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Hawaii

Step 3: Symmetry Contracting Paperwork

Important:

Once you have requested your contracting link you should receive an email from:

[email protected] with the subject line as  On-boarding Application Questionnaire

You HAVE to click the GET STARTED at the bottom of the email you receive in order to get your contracting paperwork filled out 

Make sure to check your Spam or Junk folder if you do not see an email within 2 business days

Your Email will look something similar to this

You are invited to start the new agent onboarding process for Symmetry Financial Group!

Please read through this, gather everything you need, and then click the “Get Started” link at the very end.

Before proceeding, you MUST gather the following items. You will want their digital versions so they can be uploaded into the application:

  • State Individual or Business Insurance Licenses (If applicable)
  • Anti Money Laundering Training Certificate (See instructions on how to acquire for free below)
    • Go to American Amicable’s Homepage
    • Click Login -> Agent
      • Agent No: aml
      • Password: course
    • Once finished, save a copy of your certificate of completion, and upload it to this application when prompted.
  • ONE of the following Acceptable EFT Documents
    • Voided Check
      • Account holder information must be printed on check
      • Must be numbered #101 or higher
      • NO STARTER CHECKS
    • Bank Letter
      • MUST be typed
      • MUST be on bank letterhead
      • MUST contain Account holder name in letter
      • MUST contain Bank routing number & account number in letter
      • MUST be signed by a bank representative
    • Direct Deposit Forms ARE NOT accepted.
  • Optionally, if you have E&O Insurance, you will want to have that certificate on hand and upload it to the application also. If you do not have it but would like to acquire E&O Insurance before proceeding, you may do so at a discounted rate HERE.

Once you have gathered the items above, you will be ready to proceed to the link below. It is recommended that you complete the application from a laptop or desktop computer as many mobile devices and tablets aren’t compatible with the application.

(You will get a link here that says Get Started to complete your contracting)

Thanks in advance!

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