Frequently Asked Questions - Training & Support

What training programs does Symmetry Financial Group offer?

We provide comprehensive corporate and agency-led training programs designed to help agents at every stage of their careers. Our training covers everything from getting started as a new agent to advanced leadership development and agency ownership.

What is Summit, and how does it work?

Summit is our virtual training application that accelerates your business results through gamification. It features bite-sized, interactive training modules that provide tangible improvements to your career. You can track valuable lessons and resources that are customized to your specific level of experience as a life insurance agent.

What is Summit Basecamp?

Summit Basecamp is your starting point in our training program. It provides you with the basic knowledge and essential resources (your "equipment") needed to get started as an agent and begin your journey toward the ultimate goal of owning a successful agency.

What is Quility U?

Quility U is our comprehensive learning management service featuring a robust training center. It offers interactive simulations for everything from product solutions to agency owner training, and goes beyond traditional training by providing tools to develop your leadership skills while earning valuable certifications.

Can I track my progress through the training programs?

Yes! Quility U includes an online report card system where you can:

• Track your progress throughout your training journey
• Update your progress as you complete modules
• Leave individual notes on specific lessons for future reference
• Monitor your certification achievements

What in-person training opportunities are available?

We regularly host several in-person training events, including:

• Agency Owners Academy - focused on agency management and ownership
• Leaders Summit - leadership development and advanced training
• National Sales Conferences - industry insights and networking opportunities

All events are hosted by recognized experts in the life insurance industry.

Do you offer ongoing training beyond initial onboarding?

Absolutely! We provide weekly webinars that cover a wide range of topics to help you succeed in the field and grow your business. These ongoing educational opportunities ensure you stay current with industry trends and continue developing your skills.

Is training available for both new and experienced agents?

Yes, our training is tailored to your timeline and experience level. Whether you're just figuring out where to start or learning the ins and outs of new products, we have answers and training modules customized to your specific needs and career stage.

What is HQ, and how does it help with training?

HQ is our centralized online location where you'll find all your training, support, and agency resources in one place. It serves as your one-stop site for everything related to life insurance, making it easy to access all the tools and information you need.

What kind of back-office support is available?

Our corporate office of over 200 individuals provides comprehensive back-office support, including:

• Conservation Department - helps you keep policies on the books
• Marketing Department - provides branded marketing assistance
• Various other specialized departments to support your business growth

Is support available for both part-time and full-time agents?

Yes! Whether you're building your business part-time or full-time, our entire corporate support team is available to help you grow efficiently and create your legacy in the life insurance industry.

How does the gamified training approach benefit me?

Our gamified approach through Summit makes learning more engaging and effective by:

• Breaking complex concepts into digestible, bite-sized modules
• Making training interactive and enjoyable
• Providing clear progress tracking and achievements
• Mapping out a clear path to success with all potential pitfalls covered

What topics are covered in the weekly webinars?

Our weekly webinars cover a wide range of topics designed to help you in the field and grow your business. Topics include sales techniques, product updates, market insights, business development strategies, and industry best practices.

Can I get specialized training for specific products or situations?

Yes, through Quility U's interactive simulations, you can access specialized training for various product solutions and specific scenarios you might encounter. The training is designed to be practical and immediately applicable to your daily work.

How do I access all these training resources?

All training resources, support materials, and agency tools are accessible through HQ, our centralized platform. This ensures you have everything you need in one convenient location, making it easy to find the right answers at the right time.

What makes Symmetry's training different from other companies?

Our training stands out because:

• Comprehensive approach - from virtual gamified learning to in-person events
• Tailored to experience level - customized content for your career stage
• Ongoing support - continuous learning through webinars and resources
• Leadership development - tools to grow beyond just selling
• Centralized access - everything available in one location through HQ
• Corporate backing - supported by over 200 corporate team members