Symmetry Financial Group

Remote Sales Representative

Symmetry Financial Group$75K — $180K *
US-AnywhereRemote in Charlotte, NC
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Authorization to work in the US required, no work visas offered.
  • Good communication and interpersonal skills for client interaction.
  • Comfortable presenting and engaging clients virtually.
  • Strong motivation and desire to succeed in sales.
  • Ability to work independently and collaboratively within a team.
  • Technologically savvy and willing to learn relevant software tools.
  • Active life insurance license preferred, but assistance provided to obtain one.

Responsibilities

  • Assess needs of families seeking mortgage protection and final expense insurance remotely.
  • Present insurance solutions to clients through virtual meetings.
  • Build relationships with clients and provide excellent customer service.
  • Collaborate with team members to meet sales targets and company growth.
  • Stay updated on industry trends and product knowledge for effective education.
  • Maintain accurate documentation of client interactions and transactions.
  • Utilize exclusive leads provided by the company for targeted outreach.

Benefits

  • Comprehensive training programs including bootcamps and conferences.
  • Regular conference calls and support from dedicated mentors.
  • Flexible commission-based structure allowing for work-life balance.
  • Access to proven sales strategies and marketing platforms.
  • Opportunity for commission increases every two months based on performance.
Full Job Description
Remote Sales Representative

Must be authorized to work in the US, no work visas offered at this time

Job Details:

100% TRAINING PROVIDED. No prior sales or insurance experience is necessary.

We are looking for motivated and ambitious individuals who care about helping families. Whether you're just starting out or already have some experience, we want you to join our team! Our main focus is on Mortgage Protection Insurance, which means we help families with their mortgage and final expense insurance needs. We work with more than 20 top-rated insurance companies, so we can offer the best and most affordable options to our clients. You'll also have access to other insurance products like:

- Final expense

- Medical supplements

- Indexed universal life

- Annuities.

As a team member, you'll have the chance to make a positive difference in families lives. And the best part is, you'll have the flexibility to work on a commission basis. We care about work life balance and provide all the support and resources you need to succeed.

When you join us, you'll receive training using a proven system, including a phone script that helps you set up appointments with clients in their homes. You'll also have access to presentations that work well during in home meetings. You'll spend about an hour with clients, helping them choose the best and most affordable program for their family. For each family you protect, you can typically earn around $500 as your commission.

We offer:

- Comprehensive training programs like bootcamps and conferences

- Regular conference calls and support from personal mentors giving our agents a competitive advantage in the industry.

- It doesn't matter if you're already experienced, just starting out, or looking for a part time opportunity you'll have access to the best training and marketing platform available. Our industry leading producers and leaders will provide ongoing mentorship and support to help you succeed.

Our proven sales system is the reason why we've been growing rapidly, almost doubling our success every year for the past 7 years. We're the fastest growing organization in the country. We've revolutionized the industry, which means our full time agents can enjoy a great work life balance.

As for what you can earn, this is a 1099 sales position, meaning you'll work on commission only. On average, you can expect to earn around $500 per application. Full time underwriters typically write about 4-10 applications per week.

In your first year, if you're a part-time agent following our system, you can make approximately $30,000 to $60,000. Full-time agents who follow our system can make around $75,000 to $180,000 in their first year. Qualifying agents also have the opportunity to earn a 5% commission increase every two months.

By applying for this position, you agree to receive communication via phone, email, and text.

Responsibilities:
• Your main role as a Remote Work Sales Agent will be to assess the needs of families seeking insurance coverage, specifically for mortgage protection or final expense insurance, all while working from the comfort of your own home.
• You will learn how to present suitable insurance solutions to clients through virtual meetings, making sure they understand their options.
Building relationships with clients and providing top-notch customer service will be crucial, even when interacting remotely.
• Collaboration with your team members, using communication tools and online platforms, is important to reach sales targets and help the company grow.
• It's important to stay updated on industry trends and product knowledge so you can educate clients effectively, utilizing online resources and training materials.
• Keeping accurate records of client interactions and transactions is essential for proper documentation and follow-up, using remote work tools for organization.

• You'll have access to exclusive leads, so you won't need to make cold calls, and you'll have the flexibility to reach out to interested clients remotely.
• The company will provide you with the necessary virtual tools and resources to conduct appointments with clients from your own home.
During these virtual appointments, you'll use presentations that have worked well in the past to help clients choose the best insurance program for their family, leveraging remote collaboration platforms.
• You'll also be working closely with your team, utilizing online communication tools, to ensure everything runs smoothly in the remote work environment.

Requirements:
Good communication and people skills are important for effectively interacting with clients, even in a remote setting.
• You should be comfortable presenting information virtually and engaging clients through online platforms.
• Having a strong drive to succeed and being motivated are key qualities for this remote role, as you'll be responsible for managing your time and productivity.
• While you'll have independence in your work, it's important to also be a team player and contribute to the company's growth, utilizing remote collaboration tools and participating in online team activities.
• Being comfortable with technology and willing to learn relevant software and tools for remote work is essential for success in this role.

• The company will provide training opportunities that you'll need to attend online to improve your skills in the remote work environment.
• If you don't already have an active life insurance license, the company can help you obtain one, even while working remotely.

The William Agency | Regional Sales Manager

No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

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About Symmetry Financial Group

Symmetry Financial Group Careers

Joining Symmetry Financial Group offers a unique opportunity to be part of a dynamic team that drives innovation and leadership in the insurance industry. Symmetry Financial Group, known for its commitment to excellence and a culture that fosters growth and diversity, is the perfect place for professionals seeking to advance their careers.

Explore Job Opportunities

Symmetry Financial Group provides a plethora of job opportunities that cater to a variety of skills and experiences. Whether one is looking for a position in sales, management, or support, Symmetry Financial Group is hiring talented individuals who are eager to contribute to a team and grow both personally and professionally.

Internship Programs

Gain invaluable experience with Symmetry Financial Group’s internship programs. These opportunities allow individuals to develop professional skills in a real-world setting, making significant contributions to projects that matter. Internships at Symmetry Financial Group are a stepping stone to full-time employment and a great way to build a resume and network within the industry.

Benefits and Culture

Symmetry Financial Group is dedicated to providing employees with a supportive environment that values leadership and team collaboration. The company offers competitive benefits, including health, dental, and vision insurance, to ensure the well-being of all team members. Additionally, diversity training and career development programs are integral parts of the company’s commitment to fostering an inclusive workplace.

Professional Growth and Development

Career advancement is a cornerstone of Symmetry Financial Group’s ethos. Employees are encouraged to take on new challenges and are supported through extensive training and development programs. Leadership opportunities are abundant, promoting innovation and professional growth.

Networking and Professional Events

Symmetry Financial Group regularly hosts networking events that allow employees to connect with industry leaders and peers. These events are crucial for professional development and staying current with industry trends.

Applying for a Position

To apply for a position at Symmetry Financial Group, candidates should prepare their resumes to highlight relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate's fit within the company culture and team. Symmetry Financial Group values curiosity, creativity, and solution-driven individuals.

Stay Connected with Symmetry Financial Group Careers

Keep up to date with the latest from Symmetry Financial Group by following the careers blog. Here, one can find career tips, insider perspectives, and industry-leading insights that can be immediately applied.

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SEARCH SYMMETRY FINANCIAL GROUP JOBS

Join Symmetry Financial Group and be part of a team that is dedicated to making a difference in the lives of its clients and employees alike. Explore how far your ambition can take you within a company that prides itself on innovation and leadership.
Learn more about Symmetry Financial Group
Size
1,001 employees
Industry

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