On Boarding Step 1: Plugging In & Symmetry U
The first steps in a journey are the most critical because they determine your destination. Today you gain access to the tools needed on your journey and begin laying a solid foundation for your future success to rest upon.
Delayed gratification is a sign of emotional maturity, so delay those urges to skip ahead and follow the Road Map!
Here is your Step #1 Checklist:
☐ Listen to Onboarding Call
☐ Join GroupMe
☐ Save Conference Calls & Upline Manager numbers in your phone
☐ Register & Complete Symmetry U
☐ Post on GroupMe to help you celebrate completion of On Boarding Step #1!
Onboarding Call:
It’s not a coincidence we are starting off with this audio… Get your pen and paper (or Evernote) as you prepare to meet Danny Young and Tom Chism, who collectively have 40+ years of wisdom from the Insurance Industry. You’ll find this audio isn’t so much about the “what” as it is the “how” and the “who”.
Afterwards, share 3 things that excite you about our Agency culture and how you envision yourself partnering with Symmetry with your Upline… We promise, they look forward to hearing from you!
GroupMe:
This app is the secret sauce to staying connected with others! It’s a place we celebrate wins and report our progress. (Quick tip: Consult your upline for underwriting questions rather than ask on GM)
1- Click GroupMe to create an account using an email (your phone will blow up with texts if you use a cell#!)
2- Download the App on your phone
3- Add yourself to the group by using this link or ask your upline to add you to GM and give them the email you used to create your account
4- Once you are added, Say Hello! Introduce yourself and who you are direct to
We’re a friendly group so you will be welcomed by everyone! *pinky swear* 😉
Weekly Trainings/ Calls:
Before you “check” this off,
1- Save these numbers in your cell phone
2- Add them to your calendar each week
3- Make sure you have reminders set
Most companies have weekly calls to feel special about themselves.
We have calls for a purpose: Making sure your Yellow Brick Road stays neatly paved! Be ON the calls!
Monday In The Field Sales Training:
9-9:20am CST/ 10-10:20 EST
701.801.1220 enter code 497-968-958# when prompted
Wednesday National Leadership Call:
12-1pm CST/ 1-2pm EST
701.801.1220 enter code 497-968-958# when prompted
Sunday Agency Call:
mySFGteam Agency & Young Master Agency:
7:30-8:30pm MST/ 8:30-9:30pm CST/ 9:30-10:30pm EST
319-527-9843
Upline Contact Info:
If you haven’t yet, program your Upline’s cell # into your phone and save to your favorites.
If you don’t know this, email them right now asking for it!
The Corporate onboarding series and it’s surprisingly fun! (Really!!)
Slow down and follow these steps carefully! Reference the Agent Instructions HERE
**Note** Symmetry U will require a NEW Username and Password- NOT your Symmetry assigned UN/PW.
- Go to https://e360.sfglife.com/
- Fill out the registration form with your information and click “Register Now!”
a. Be sure to select the correct Agency Owner from the drop-down list. - Click “Login Here” on the next page, or go to https://symmetryfinancial.edvance360.com/, to log in with your username (the e-mail address you registered with) and password.
- Complete all 6 Phases of Fast Track
Now that you’ve completed Symmetry U, Post on GroupMe that you completed Step #1 Onboarding!
The only thing that could make you more awesome is starting Step 2…
Right. Now.
#YouGotThis