There’s a reason that half the top 10 producers in Symmetry are on this team… the best-trained team wins. And the best of the best have come together to teach you everything they do to be the best. Now it’s up to you to learn, apply it, and counsel with your mentor along the way.
Know what products your clients qualify for in seconds with the proprietary Virtual Mentor software. Simply put in your clients height, weight, age, and health issues and have instant access to everything you need at your fingertips, like quote tools, applications, carrier contact info, agents guides, height & weight tables, and more!
Get more people to answer the phone with unlimited local caller ID’s to call clients from.
Either click-to-call clients or have the system auto-dial them for you without any awkward delay.
Import leads from Symmetry’s CRM and fill in the blanks while you’re on the phone with the client. No need for messy paperwork or extra printing and paper costs. All of the client’s info is emailed to you in a nice and neat email as soon as an appointment is scheduled with the client.
Automatically inserts lead info into the script so you can focus on what you’re supposed to be saying.
Disposition the call when you’re done to keep track of every lead. Schedule appointments that integrate with your Google Calendar automatically. Schedule call-backs if the client is unavailable or not ready to meet yet.
View your calling queue, run calling reports, and more!
Increase calling efficiency by up to 400% with the proprietary Virtual Mentor Power Dialer. It’s often said that calling leads is a double-edged sword. It can be time-consuming and tedious, but it’s where the money is made. The more appointments you have the more opportunities you have to sit with clients and make sales.
What if you had a way to make 3x – 4x the number of dials in less time AND the tedious, time consuming things were automated? How many more appointments could you schedule? How many more sales could you make? That’s what we have with the Power Dialer, which was developed by the Smith Agency and is exclusive to Symmetry Financial Group!
Listen to one of our recorded National Conference calls to get to know us and decide for yourself
There’s a reason we have been voted #1 company culture for the last 2 years in a row by Culture IQ and Entrepreneur Magazine and it’s because we have selected the right people to partner with. That’s why it’s so important to us that you’re the right fit for us and we’re the right fit for you. Listen to the audio below to get a better idea on who we are as a team and as a company!
