Training is an invaluable resource to any successful life insurance agent’s journey. From learning the ins and outs of the products you’re selling to walking your clients through purchasing a policy, knowledge is power, and the more comprehensive training new agents receive the more successful they’ll be working with clients.
It’s not just the basics of insurance that are important though. There is always more to learn in the world of insurance, and as your role as an agent develops your training needs will as well. In the case of becoming an agency owner, there’s a lot to prepare to become a leader and own your own agency.
At Symmetry, we offer best-in-class training that keeps our agents growing themselves and their businesses. One example of that is our Agency Owner Academy, which gives our agency owners guidance and support in successfully owning their own insurance business.
Get ready to have Pomp and Circumstance stuck in your head as we break down how the Agency Owners Academy is helping writing agents become business owners.
The importance of training cannot be overstated. Improving your product knowledge, sales strategy and developing interpersonal skills are paramount to how an agent performs and how their business grows.
Training does not stop once an agent becomes licensed, and learning how to build and grow an agency requires its own skill set. Owning your own agency is different than the basics that come with selling life insurance.
Owners will need to know how our leads system works, how to onboard new agents and how to track all their business with our corporate office. At times, all the information can feel like a lot, which is why our Agency Owner Academy gives new agency owners a comprehensive look at each of these components.
What’s more, Agency Owner Academy invites some of our most successful agency owners to stop by, share their experience with growing an agency and take any questions the attendees might have. By the end of the event, our Agency Owner Academy graduates receive certification for finishing the course. More importantly, they’ll be on track for growing their business and leadership skills in the insurance industry.
Agency Owner Academy attendees can expect expert advice from agency owners who have been with Symmetry long enough to grow successful businesses. With their guidance, our agents can learn how to avoid some of the pitfalls that come with starting your own agency.
The final key to our Agency Owner Academy is support with all the technology they’ll have access to as agency owners. They’ll receive walkthroughs of our CRM to help with lead distribution as well as our one-stop site, HQ, which gives agents and their owners all the tools and the support they need to grow their business.
Once the course is complete, they’ll have a much better understanding of all the tech they’ll have access to as well as guidance for showing their agents the technological ropes.
Among all these seasoned agents, they can offer our attendees a lifetime of experience in leadership, company culture and growing a successful insurance agency. This gives Agency Owner Academy attendees a chance to learn from the best so that they might avoid some of the hurdles that come with starting their own agency.
Attendees won’t just receive guidance from our sales force leadership. They’ll also receive training from experts in several of our home office departments.
Through the Agency Owner Academy, agents will learn how to place lead orders, update them and allocate leads to their agency. They’ll also get a walkthrough of how to request lead credit for their agents and how to look out for the best places to request lead orders throughout the country.
Attendees will also receive training on onboarding for their agents with our contracting department and how to help them get set up with any of our several carriers.
While there, our agents will also hear from the leadership in our Business Intelligence department as well as our Customer Support department who can help them and their agents conserve policies and help more of their existing clients.
The final key to our Agency Owner Academy is support with all the technology they’ll have access to as agency owners. They’ll receive walkthroughs of our CRM to help with lead distribution as well as our one-stop site, HQ which gives agents and their owners all the tools and the support they need to grow their businesses.
Once the course is complete, they’ll have a much better understanding of all the tech they’ll have access to as well as guidance for showing their agents the technological ropes.
Cramming in all the knowledge the Agency Owner Academy provides takes time. That’s why we host this event over two days where our agents can come in person and dedicate their time to learning these valuable skills.
Attendees can expect to receive daily emails leading up to the event which will help them prepare for the material which will be covered. Each email comes with a video that breaks down each section of the Academy so that our agents are ready to dive into the program. They will receive a video on leads, contracting, business intelligence and more to catch them up to speed on the day of the Agency Owner Academy.
While there, agents can expect two days of training which will cover everything they need to successfully grow their agency with Symmetry Financial Group.
When it comes to becoming an agency owner, there are a lot of pitfalls and hurdles to avoid as you grow your business. Whether that’s understanding how a CRM works or learning how to cultivate a lasting culture for your organization, training is critical to the success and growth of your agency.
With our Agency Owner Academy, aspiring agency owners will learn the ropes from experienced agents and corporate staff alike. At Symmetry, you will never have to worry about being left behind but instead prepare to be supported every step of the way.
Symmetry Financial Group agents have access to high-quality life insurance, disability income insurance, critical illness insurance, and annuity products from more than 30 well-known insurance companies. This gives you the flexibility and reach you need to tailor plans to meet clients' individual coverage needs.
To learn more about how to begin a fulfilling career as a life insurance agent, contact us today .
