The Power of Partnership: Salted Horse & Symmetry Financial Group
Salted Horse Management Group is a proud Symmetry Financial Group (SFG) representative, extending unparalleled advantages to our licensed Life and Health Insurance brokers. This alliance empowers you with resources designed for maximum impact and growth.
Access Top Carriers
Gain direct access to a vast network of top-tier insurance carriers. This ensures you can offer a comprehensive range of life and health insurance products, tailored to every client's unique needs and budget.
Innovative Products
Leverage Symmetry's cutting-edge product portfolio, including advanced financial solutions and exclusive offerings. Stay ahead of market trends and differentiate your services with competitive, client-centric options.
Advanced Training & Tools
Benefit from SFG's robust training platforms and state-of-the-art digital tools. Enhance your skills, streamline operations, and close more deals efficiently, backed by expert support and resources.
Strong Brand Reputation
Align with the respected brand of Symmetry Financial Group, a leader in the insurance industry. This affiliation builds immediate trust with potential clients, opening doors and accelerating your path to success.
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Onboarding
Your Step-by-Step Onboarding Journey
We've designed a clear, supportive path to launch your insurance career with confidence. Each step builds on the last, ensuring you have the knowledge, tools, and connections needed to thrive from day one.
Our structured approach combines guided support, hands-on training, and mentorship to transform motivated beginners into successful agents. You're never alone on this journey.
01
Licensing & Contracting
Complete your licensing and contracting paperwork with our dedicated support team guiding you through every document and requirement.
02
New Agent Orientation
Attend our comprehensive webinar introducing you to our systems, culture, and expectations for success in your new role.
03
Training Portal Access
Unlock your personalized learning hub filled with video tutorials, product guides, and resources available 24/7.
04
Mentor Connection
Meet your assigned mentor who provides one-on-one coaching, answers questions, and shares real-world insights.
05
Launch Prospecting
Begin reaching out to potential clients using our proven scripts, templates, and cutting-edge digital tools.
06
Weekly Check-Ins
Participate in performance reviews and accountability sessions that keep you focused and progressing toward your goals.
Licensing Made Simple
Your Path to Becoming a Licensed Associate
Navigating the licensing process is a critical first step. We've simplified it into clear, actionable stages, ensuring you meet all requirements to become a successful Symmetry Financial Group associate.
1
Acquire State License
Complete your pre-licensing course and pass the state insurance exam for life and health. This foundational knowledge is essential for your career.
2
Background & Fingerprint Check
Submit to any required background or fingerprint checks as mandated by your state to ensure compliance and trustworthiness.
3
Apply for License
Formally apply for your state insurance license. Our team can help guide you through the application process.
4
Anti-Money Laundering (AML) Course
Complete the mandatory Anti-Money Laundering course to understand and prevent financial crimes within the industry.
5
Apply to Symmetry Financial Group
Once your license is obtained and searchable via NIPR, and your AML course is complete, you can officially apply to join Symmetry Financial Group.
6
Obtain E&O Insurance
Secure Errors & Omissions (E&O) insurance, which protects you from potential liabilities in your professional capacity.
Recommended for Success: While not mandatory for licensing, we require attending two New Agent Activation Meetings and completing the Mortgage Protection University Course to jumpstart your career.
Expectations
What We Expect From You
Success in Life & Health insurance requires more than just product knowledge—it demands dedication, professionalism, and a commitment to continuous growth. We're looking for agents who are ready to invest in themselves and their clients.
When you bring your best effort, we'll match it with world-class support, training, and resources. Together, we'll build a thriving practice that serves families and communities while achieving your financial goals.
Consistent Prospecting
Maintain regular outreach to prospects and follow up diligently with leads. Your pipeline is your lifeline—nurture it daily.
Active Participation
Engage fully in training sessions, team meetings, and coaching opportunities. Show up prepared and ready to contribute.
Professionalism
Uphold the highest standards of ethics, compliance, and client service in every interaction and transaction.
Growth Mindset
Embrace feedback, learn from setbacks, and continuously seek to improve your skills and knowledge base.
Meet Your Support Team
You're joining a family of dedicated professionals committed to your success. Our multi-layered support structure ensures you always have the guidance, resources, and encouragement you need to overcome challenges and achieve your goals.
Onboarding Specialist
Your dedicated guide through paperwork, licensing applications, and initial setup. They ensure nothing falls through the cracks during your first weeks.
Experienced Mentors
Seasoned agents who've walked your path provide personalized coaching, career advice, and real-world wisdom to accelerate your learning curve.
Administrative Support
Efficient team handling scheduling, resource access, technical questions, and operational details so you can focus on selling.
Carrier Network
Direct access to Symmetry Financial Group's extensive carrier relationships, providing expert support on underwriting, product questions, and case assistance.
Benefits
Your Wellbeing, Our Priority
We believe in supporting our agents both professionally and personally. Our comprehensive benefits package is designed to ensure your peace of mind, financial security, and continued growth with Salted Horse Management Group.
Group Health & Life Insurance
Comprehensive health and life insurance plans to protect you and your loved ones, providing essential coverage for your peace of mind.
Perks at Work
Access exclusive discounts on travel, entertainment, retail, and more through our tailored employee perks program, enhancing your lifestyle.
Retirement Savings
Plan for a secure future with our robust retirement savings plan, including generous company matching contributions to help you build wealth.
Licensing Financial Assistance
We provide financial assistance to cover the costs associated with obtaining and maintaining your essential professional licenses.
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