Sales Training

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

Monday Sales Training Calls

building

Sales Training - 03/28/2022 - Sales Training

Sales Training - 04/04/2022 - Sales Training

Sales Training - 04/11/2022 - How to Calculate Your Success

Sales Training - 04/18/2022 - Successful Prospecting & Closing Tips

Sales Training - 04/25/2022 - Connecting the Dots

Agent Training - "SFG as a Business"

National Call - 8/7/2019 - "Grit, Growth, and Gratitude"

Advisory Board Member Brian Delaney with Advisory Board Members Ayres and Cicily Newsom

Builders Call - 03/11/2020 - "Leading Leaders"

National Call
May 20th, 2020

CALL LINE-UP: 
Guests: Advisory Board Member Danny Young, Advisory Board Member Ashley Tarr, and Agency Director Ben Seifipour
Agent Spotlight: Agency Owner Steven White

ANNOUNCEMENTS: 
Temporary Licensure
Additional states and carriers have announced they are issuing temporary licenses. Head to the contracting support page on the website for full details.

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 hosted by Mutual of Omaha tomorrow (Thursday) at 11am EST!

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.

Virtual DFL Bootcamp
There will be a virtual DFL Bootcamp held on May 21st and 22nd. Head to the DFL Agent Page for more details!

Virtual Corporate Overview
May 23rd at 5pm EST - Virtual Corporate Overview hosted by Alex Jackson. See event calendar for details. 

Monday Sales Training
May 25th at 11am EST- Monday Sales Training titled “Massive Action” hosted by Advisory Board Members Brian Delaney and Ryan Miller with special guest Agency Director Corey Sizemore.

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

NATIONAL CALL MINUTES: 
•	Thrive Tool of the Week: 5 Gears (See Thrive course in SymmetryU for exercise)
o	5th – Focus Mode – Tash-Centered, fully focus, and moving quickly
o	4th – Task Mode – Multi-tasking, working hard in various ways
o	3rd – Social Mode – Present with people and can shift up or down easily
o	2nd – Connect Mode – Present with family and friends without work
o	1st – Recharge Mode – Completely unplugged, personal recharge
o	R – Responsive Mode – Backup or apologizing when necessary
•	John Maxwell’s Law of Reflection: Take time to reflect where you are, where you want to go, and the road to achieve the same.
o	Reflection turns experience into insight.
o	Everyone needs a time and place to pause.
o	Reflection turns experience into insight.
o	When you take time to pause, use your I’s (investigate, incubate, illuminate, illustrate).
•	“Just because we do not know how things end, does not mean that we cannot be faithful in the middle.”
•	“Hear the challenge knowing there is grace around it.”
•	Important Decisions
o	The decision to take quitting off the table.
o	The decision to get desperate.
o	The decision to learn to associate rightly.
o	The decision to be committed to a non-negotiable schedule.
o	The decision to look ahead and not pine for what is behind you.
•	“Your future is not behind you.”

National Call - 05/20/2020 - Where We Are Going, We Don't Need Roads

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

Sales Training - 06/02/2020 - Solidify the Need Eliminate Objections

Sales Training - 06/08/2020 - Cicily Newsom and  Tim Penso

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

Hosts :
Agency Directors Eric and Julie Prebula

Sales Training - 06/22/2020 - “Client and Agent Expectations: How to Set Them”

National Call
June 24th, 2020 

CALL LINE-UP: 

Guests: Jacob Pogue, Tim Penso, Latonya James, Lee Jedlicka, John Paul Vetter

NATIONAL CALL MINUTES: 

•	Thrive Tool of the Week: Tempo, Balance, Focus
o	Tempo (is my work sustainable, rhythmic)
o	Balance (Are my key relationships in sync)
o	Focus (Am I keeping the main things the main things)

•	“Nothing easy is worth it.”
•	“Shortcuts will short circuit your journey.”
•	“Move with a purpose.”
•	“Your body will follow where you brain leads you.”
•	“Set the bar high.  Now see yourself there.”
•	“Nothing can stop a man with a burning desire.”
•	“Most people won’t become who they want to be because they are too attached to who they’ve been.”
•	“Do something today that your future self will thank you for.”
•	“Don’t tell me what can’t be done while I’m doing it.”
•	“Don’t be upset from the results you didn’t get, from the work that wasn’t done.”
•	“The payoff is in the process.”

National Call - 06/24/2020 - "The Mindset, Metrics, and Movement of an Elite Producer"

Sales Training - 06/29/2020 - “4 Keys to a Successful Week”

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.