STEP 1: AGENT HANDBOOK & CORE VALUES
Review SFG’s Agent Handbook. This handbook provides information on everything you need to know about working with SFG.
Read Symmetry’s Core Values.
STEP 2: FAST TRACK & TRAINING VIDEOS
Click the logo below to complete SFG’s agent training module!
(You’ll need to register as a new user with XCEL Testing Solutions to proceed with the training.)
View our training video library by clicking here for extra tips on how to succeed in the field!
STEP 3: CONFERENCE CALLS
Be sure to join in on the conference calls each week to stay plugged into the SFG system.
A schedule of our weekly calls and recordings of past calls can be found here.
STEP 4: THE OPT! SYSTEM AND LEADS
Opt! is SFG’s custom lead management system which allows agents to order and purchase leads and manage their lead and client database.
Learn how to access and use SFG’s Opt! software here.
Contact your manager to game plan your first lead order. The deadline for order placement is Thursdays at 2pm EST.
STEP 5: PREPARING TO DIAL
Learn the B.E.S.T System Phone Script. Practice by role-playing the script with your manager/mentor.
Listen to our audio training about working the phones. We recommend Mastering the Phones with the Masters and Working Older Leads to start.
Mastering the Phones with the Masters (Part 1)
Mastering the Phones with the Masters (Part 2)
Working Older Leads
Use this Activity Report to track your progress when setting appointments.
STEP 6: MASSIVE ACTION, CONSTANT CORRECTION (MACC)
Start dialing!
Contact your manager/mentor after every 5 contacts to let them know your numbers. Example: 23 dials, 5 contacts, 1 appointment.
Aim for a minimum of 250 dials and 12-15 appointments each week.
STEP 7: APPOINTMENT PREPARATION
Review the SFG Product Matrix with your manager/mentor.
Learn the R.E.A.L. System/In Home Appointment Script and the Critical Period Coverage Script. Practice role-playing the script with your manager/mentor.
Listen to our audio training about working in the home.
What We Say in the Home
In the Home with Ashley Tarr
STEP 8: CORE CARRIERS & PRODUCTS
While SFG provides you with the opportunity to work with over a dozen insurance providers, we recommend new agents start out with a focus on our top Core Carriers, starting with Mutual of Omaha. MOO is one of the primary carriers used by most of our agents, so you can start to build a solid book of business without being overwhelmed with options and products.
Check out these carrier specific notes to find out if you are in a state where special requirements exist before you can begin selling MoO products.
You’ll also find everything else you need to know on Mutual of Omaha’s carrier page, from software & video training to new product info.
Click HERE to get started selling with Mutual of Omaha!
Download the Mutual of Omaha Quotes App from the Itunes or Google Play Store. Download and fill out the application and review the Agent Guide for the Living Promise and Term Life Express.
STEP 9: HELP FAMILIES
Get out there and run your appointments! Helping families is our goal and the best way to learn is by doing.