sales calls 2.0

Increase Production

National Conference Calls

Agent Training - "Write 30k In 6 Days"

National Call - 07/09/2025 - Big Decisions are made at Big Events

National Call - 07/16/2025 - Don't Quit... DO IT!

National Call - 07/23/2025 - The Moment that Changed Everything

National Call - 07/30/2025 - Conquering the Hard Stuff

National Call - 08/06/2025 - Time to Engage in Denver

Sales Training - 04/27/2020 - Excellence and Consistency

National Call
May 27th, 2020

CALL LINE-UP: 
Guests: Advisory Board Member Ryan Miller, Regional Agency Director Ginger Lichlyter, Agency Owner Dan Miller, and Agency Owner Kris Fernandez
Agent Spotlight: Agency Director Corey Sizemore

ANNOUNCEMENTS: 
New Business
Please make sure you are including all required documents when submitting applications to avoid delays in processing.

Pura Vida Invitational
The qualifying round for the Pura Vida Invitational is underway! Six chances to win a trip to Costa Rica, as part of the Symmetry Destination event. Check out the Contests Page for full details!

UPCOMING EVENTS: 
Sales Training Webinar
Tune in to the next Sales Training Webinar with Advisory Board Members and special guests tomorrow (Thursday) at 11am EST!

Connect Call
May 28th at 12pm EST - Connect Call: "Do What We Do Best" hosted by Ashley Tarr, Lisa Kimbrell and Janis Shank.

Virtual Yoga
Join Whit Zeh, our Director of Community Relations and Well-Being, for virtual yoga on Thursdays at 2:30pm EST. See email from Marketing for Zoom information.

Monday Sales Training
Hosted by Advisory Board Members Ryan Miller and Brian Delaney and Special Guests at 10am EST.

NATIONAL CALL MINUTES: 
•	No conference in Denver in September 2020.
•	June 17th- 2-hour webinar that will include many important announcements.
•	Thrive Tool of the Week: Agent Coaching Guide #1. Specifically, the ABCs. Find gratitude in the small things. This can be found on SymmetryU.
•	“Adaptability is the power difference between adapting to cope and adapting to win.”
•	Expenses go down, free time goes up.
•	#1 fundamental is personal growth/experience.
•	Activity drives production. Your activity needs to be equal to your goal.

National Call - 05/27/2020 - Master the Fundamentals, and the Potential is Unlimited

National Call
June 3rd, 2020

CALL LINE-UP: 
Guests: Advisory Board Member Lynn Watkins, Agency Owner Samuel Fine, and Top Producer Rachel Rodriguez
Agent Spotlight: Agency Director Andrew Jimenez

ANNOUNCEMENTS: 
Pura Vida Invitational
We are now in the FINAL ROUND with the top 280 agents (10 from each Direct) competing. 6 chances to win a trip to Costa Rica!

John Hancock Update
John Hancock Agent Portal for the Simple Term product is now live!

UPCOMING EVENTS: 
Sales Training Webinar
Tune in to the next Sales Training Webinar with Advisory Board Members and special guests tomorrow (Thursday) at 11am EST!

Monday Sales Training
Hosted by Advisory Board Members Ryan Miller and Brian Delaney and Special Guests at 10am EST.

DFL Virtual Bootcamp
June 23rd and 24th. Head to the DFL Agent Page to register for the event.

NATIONAL CALL: 
•	June 17th at 1pm- Important conference call. Tune in!
•	John Else passed away in a car accident last week. Condolences to his family.
•	Thrive Tool of the Week: Know Yourself to Lead Yourself
•	“Massive action, constant correction.”
•	Grow yourself and understand/appreciate the power of coaching and the value of a mentor.
•	Adapt to change along the way.
•	It is only a matter of time where preparation meets opportunity.
•	“Can’t Hurt Me” by David Goggins

National Call - 06/03/2020 - Teachings from the Fine Agency

Sales Training - 06/15/2020 - Danny Young and Special Guests

Hosts 
SFG Founders and Regional Agency Director Tim Penso

National Call - 07/22/2020 - "Maxwell's 5 Levels of Leadership"

National Call - 09/10/2020 - "The Secret to Building Genuine Relationships"

Sales Training - 12/14/2020 - "Focus on What You Can Control"

Sales Training - 12/07/2020 - "Mind Your Own Business"

Sales Training - 12/28/2020 - William Berry

Sales Training - 01/26/2020 - "Being a Confident Producer"

Symmetry Financial Group was established with the goal of bringing balance to the professional and personal lives of independent insurance agents and agency builders. We strive to provide our sales force with the most innovative marketing and lead programs while offering the highest quality insurance products and services to our clients. Our regular training calls offer tips from our founders, advisory board members and top producing agents on how to succeed in the field as well as offer personal + professional growth tools to help our agents reach their next level of success.