Symmetry Financial Group

  www.sfglife.com
  www.sfglife.com

Symmetry Financial Group Reviews

Updated October 4, 2014
Updated October 4, 2014
28 Reviews
4.5
28 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
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Casey Watkins, Brandon Ellison, & Brian Pope
12 Ratings

Employee Reviews

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  1.  

    Phenomenal Growth Opportunity Here!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Licensed Agent in Portland, OR
    Current Employee - Licensed Agent in Portland, OR

    I have been working at Symmetry Financial Group full-time (less than an year)

    Pros

    This company is unparalleled to other companies in this industry. No sales pressure, just caring and compassionate individuals that insure their clients with the protection they need for their family. Everyone in this company is very supportive of helping you succeed. Company understands Work/Life balance.

    Cons

    There are no cons here…..just pros! Excited to be part of the growth of this company!

    Advice to ManagementAdvice

    Thank you for all your support…. you give us all the tools we need to succeed!

    Recommends
    Positive Outlook
    Approves of CEO
  2.  

    Not worth your time

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Field Underwriter in Johnson City, TN
    Former Employee - Field Underwriter in Johnson City, TN

    I worked at Symmetry Financial Group as a contractor (more than an year)

    Pros

    If you have a ton of money and don't mind spending 300-400 dollars per week on non-guaranteed leads, and don't mind calling on these leads for 6-8 hours on the weekends you have the potential to make decent money.

    Cons

    Even during months where I made 4-5,000 dollars I still found that my expenses weren't worth it. 350 for leads, 400 in gas and regular car maintenance, 100 for business cards, 100 for cellphone with unlimited data, plus 350 for child care for the 3 nights per week where traveling caused me to work from 2pm to 1am. I found myself working about 50 hours per week spread across 3-4 days per week which killed my family life and put tons of miles on my car. There were never enough good leads to go around, it seemed there was always a shortage of leads and I would either call on used leads or be forced to drive 3-4 hours away from home. This is multi-level level marketing. You make money by recruiting people and having them work, drive, and sell for you. My "upline" didn't train me at all, I had never sold insurance and he didn't even teach me the basics like filling out an application, then chewed me out if I had a question, so there was a 60 day learning curve where I was spending money but not making any. He also suggested I cheat on my taxes which I thought was unethical and my accountant who did mine suggested I report him to the IRS. Overall I broke even at this job.

    Advice to ManagementAdvice

    Be straightforward with potential applicants. Be careful who you trust to run an agency. Stop making employees pay for everything.

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO
  3. 1 person found this helpful  

    I can not tell you how happy I am to have found Symmetry Financial Group! It baffles me how the "disaster" guy reviewed

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Producer in Asheville, NC
    Current Employee - Producer in Asheville, NC

    I have been working at Symmetry Financial Group full-time (more than an year)

    Pros

    This company is hands down the most integral company I have ever worked for! The character and integrity of the owners, managers, and leadership is the greatest I have ever been a part of. I was working 6 12 hour days at my previous employer, and although successful financially, was trading every relationship in my life for it. I was scared to make a change as that was what I had done for about 20 years and had climbed to the top of the ladder. My first year with Symmetry, following this system, I made more than I made in 20 years of the same job (which was above 6 figures). I love, love this company and the people in it!!
    I was unaware that this type of opportunity exited. Who would not want to earn what they are worth and have their pay directly associated with the efforts and value they give. I am extremely grateful for the opportunity and system that Symmetry has developed! Top pay with tremendous values, which is not usually found in Insurance agencies.

    Cons

    It is shame that the knuckle head below would come on here and write those things...You are never told you have to buy leads or the awesome planner the company creates...Although something with all that information that is so prevalent to your business would probably run you $50 bucks...The leads are less than industry competitors, as well as the 150 conference that some competitors charge upwards to a grand for (this 150 also includes an awesome high end dinner). Successful people many times pay for mentors or trainings, and for $150 if they had one a week, I would be in attendance.

    The carriers we write (Am Am and UHL) are not the highest in comp that we could be, actually, but I guess if he stayed more than 3 weeks he may have learned this. There are several more that pay us more, but for several different reasons may not be the best thing for the client or have more difficult times getting the family protected. If they are hard to deal with for an agent, how well or easy do you think it is for a family on a claim. I actually took a route of finding out for myself why we use those companies, by writing a bunch of others in my year plus here, and came back to those companies for many reasons. I fought the urge to rebuttal his review, but failures like him, will continue to blame and point fingers and I get a little defensive about my team and family here at Symmetry;)

    Now...It is tough in the beginning...You will have to have a spine and some great character to get through the learning months. Hold tight to your manager and they will best guide you, but you will sacrifice and at times feel like it is hopeless...But steadfast through it and it will change you and your family's future. I thought I was going to quit through some hard times, you just have to fight through. You will make less for way more work, in the beginning of starting with Symmetry, but this is for the business minded that understand a little sacrifice is necessary in the road to success. At any given point you can hold this to be true, that you are making less now for more work, then you will ever be in the future, because the way the system is designed. It is designed to continue in a multiplication manner with your income, and through residuals, back end pay, and overrides within a few years, multiple 6 figures is attainable for the right people. This is not for everyone, but everyone has the same opportunity. It is good that it is not super easy as it would not be so lucrative for those that stick through the tough times.

    Advice to ManagementAdvice

    You guys are the most creative, fun, integral, and cool people I have ever worked with in business. All the leadership in this company is amazing. They all help and support each other and agents that are not directly in their down line. We have the top producers and managers not just in the company, but in the business that have some and planted their flag with Symmetry! I am really happy I bought in and locked arms with this crew!

    Recommends
    Positive Outlook
    Approves of CEO
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  5.  

    Truly Grateful for SFG

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Agency Manager in Allentown, PA
    Current Employee - Agency Manager in Allentown, PA

    I have been working at Symmetry Financial Group full-time (more than 3 years)

    Pros

    I have had a six figure income before. But when the bottom dropped out in 2008 I was left making half of what I was used to making. SFG gave me the opportunity to rise again to that level by providing the structure, balance and resources to thrive. I am so thankful for this. They have taught me how to succeed in this business by allowing me to be able to increase my own commission through meeting goals . Additionally SFG shows you how to succeed with a system they have set up teaching you a step by step procedure to success. This is invaluable. I have worked for two other insurance companies and never received this type of instruction.
     There is a very nice return on your investment in your business. One that has allowed me and my family luxuries and privileges we would not be able to afford. I also am staggered by the integrity of the owners and leaders. They actually have character building books they read to further their personal development. Where have you heard of that in any company you have worked for? So I am truly grateful for SFG and will continue here until l I retire.

    Cons

    This is not for everyone. You have to be consistent and have perseverance. The challenge in this industry is to stick out the first 6 months . There is a learning curve time as you progress. There is an investment you need to make not only financially but in yourself to believe you are worth continuing to make it to that level of success. I have found there are those who never make it and then end up complaining because of lack of character and lack of a business mindset. You have to spend money to make money . And the the return is well worth the effort.

    Advice to ManagementAdvice

    Keep up the amazing work. your mentor-ship has been invaluable ! Thank you for the sacrifices you have made to build this great company. Edward Pritchett thank you for alll your support and help.

    Recommends
    Positive Outlook
    Approves of CEO
  6.  

    Structured Support and High Integrity

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Field Underwriter
    Current Employee - Field Underwriter

    I have been working at Symmetry Financial Group full-time (less than an year)

    Pros

    Great training/mentorship and support system. Lead costs are low compared to other IMOs. The company was started in 2009 but is growing at an extremely fast rate. Integrity of the company is something that was very important to me, they will provide you the best portfolio of products to offer out there and encourage you to do the best thing for the client. A decent living requires about 30-35 hours per week of work. Advanced markets trainings(annuities and EIUL) are now live and extremely helpful to add to your stack of things you can offer. Overall couldn't be happier with Symmetry!

    Cons

    In the beginning it can be tough working on just commission with no base but if you have perseverance to get through the first few rough months when you're still learning and if quitting is not an option

    Advice to ManagementAdvice

    Keep it up, you guys are obviously doing something right!

    Recommends
    Positive Outlook
    Approves of CEO
  7.  

    review

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Hiring Manager in Swannanoa, NC
    Former Employee - Hiring Manager in Swannanoa, NC

    I worked at Symmetry Financial Group full-time (less than an year)

    Pros

    Symmetry Financial seemed nice at first

    Cons

    becoming a Nazi call center environment

    Advice to ManagementAdvice

    get your priorities straight and you may stand a chance

    Doesn't Recommend
    Negative Outlook
  8.  

    Great experience

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Agent/Manager in Asheville, NC
    Former Employee - Agent/Manager in Asheville, NC

    I worked at Symmetry Financial Group full-time (less than an year)

    Pros

    Very uplifting company to work for.

    Cons

    Mentorship needs a little work.

    Recommends
    Neutral Outlook
    Approves of CEO
  9. 1 person found this helpful  

    3 years and counting!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Regional Vice President in Asheville, NC
    Current Employee - Regional Vice President in Asheville, NC

    I have been working at Symmetry Financial Group as a contractor (more than 3 years)

    Pros

    After 3 yrs of being with SFG I have even more appreciation and gratitude for the company than ever before. I was previously working with a captive agency and had benefits and salary, but the future looked like being over worked, well paid with no lifestyle and never really being able to build anything but a J.O.B.. The owners and leadership here have given me the tools to build a business and a lifestyle. I have time to be a dad and enjoy my life with the financial resources to make decisions based on value rather than affordability. My business has afforded me to add value to my team members and give them the same opportunity I have and get them leverage.

    Cons

    The opportunity to build a future is here but it will take work, discipline and growth. Most don't have that to give, but for those that are ready... what an opportunity.

    Advice to ManagementAdvice

    Thank you... Can't say it enough. Thank you for being open to influence and continuing to emphasize the importance of personal growth and organizational growth.

    Recommends
    Positive Outlook
    Approves of CEO
  10.  

    High ROI leads to higher Profitability

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Agency Manager
    Current Employee - Agency Manager

    I have been working at Symmetry Financial Group full-time (more than 3 years)

    Pros

    Integrity should be the owners middle names. Every decision is based on what makes for a win-win-win for the client, agent & owners. This company culture is what you would want in any business:high energy, creativity, and balance, Conference is always a learning, growing experience and a great value.

    Cons

    Too much fun? Really. This is work so other than the fact that we have to work, there are no cons. and they have made it fun, too.

    Advice to ManagementAdvice

    Thanks for listening to us and allowing input through channels at every level.

    Recommends
    Positive Outlook
    Approves of CEO
  11. 6 people found this helpful  

    Disaster

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Field Underwriter in Asheville, NC
    Former Employee - Field Underwriter in Asheville, NC

    I worked at Symmetry Financial Group full-time (more than an year)

    Pros

    Decent (expensive) leads that allow the employees with a means of contacting (sometimes) willing clientele.

    Cons

    They find a way to get as much money out of their employees as they possibly can. Conference is 150, hotel was 190, they charge me 20 dollars for a daily planner that is worth about 3-5 dollars. Leads will cost you 10,000 or more per year, in my experience only the A and 5A leads were worth it. It takes forever to get paid even though they advertise 48 hours or less. They have carriers that have cheaper, more comprehensive products yet only push the 1 or 2 carriers (AA, UHL) that offer them the highest commission (is this really the best way to serve the client?).

    I first saw this and read some great reviews before I noticed that most all of the reviews were written on the same day, Feb 7 of last year.

    Advice to ManagementAdvice

    They wouldn't listen, so why would I bother.

    Doesn't Recommend
    Positive Outlook
    Disapproves of CEO

Symmetry Financial Group Photos

SFG 2012 Mexico Trip
Brandon & Casey 2012 Leadership Conference
Spring Forward event in Atlanta
The Bosses at 80s night on convention weekend

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