Symmetry Financial Group Reviews | Glassdoor

Symmetry Financial Group Reviews

Updated December 14, 2018
304 reviews

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4.3
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Symmetry Financial Group Owners Casey Watkins, Brandon Ellison, and Brian Pope
Casey Watkins, Brandon Ellison, and Brian Pope
240 Ratings

Employee Reviews

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Pros
  • "What I love about working at Symmetry Financial Group is the great team work" (in 28 reviews)

  • "Work/life balance back once I learned the system" (in 13 reviews)

Cons
  • "Can be isolating if you don't follow the system" (in 9 reviews)

  • "I spent so many years not knowing about Symmetry Financial Group" (in 9 reviews)

More Pros and Cons

  1. "Love working here"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Life Insurance Sales Person in Los Angeles, CA
    Current Employee - Life Insurance Sales Person in Los Angeles, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Symmetry Financial Group full-time (More than a year)

    Pros

    Symmetry Financial Group has provided a great work environment, flexibility and training. Management encourages employee engagement and sharing ideas. The work has been challenging at times, need to be free evenings, but very interesting and rewarding helping people. 2 Years now, good money, maybe the best job that I have ever had.

    Cons

    I haven't found any. So far so good


  2. Helpful (226)

    "At home appointment setter"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I worked at Symmetry Financial Group part-time

    Pros

    At home! Yes I didn't have to leave my house which was pretty good.
    They care about your family time! I had a death in the family and no one to watch my daughter and it was no problem have me two days off to get everything's settled.
    Money wasn't too bad either

    Cons

    Oh gosh where do I start here!
    LEADS! Get some new leads for God sales. Talking about how many letters you send out then when I received leads to set appointment for they were basically mostly over a year sometimes 2 year old.
    Get Spanish speaking people! I'm sorry but every business should have someone to talk to Spanish speaking customer especially in Arizona. I would speak to about 4 a day and have no way of booking them when they coul dnt understand me but still had to list them as contacted. Brought both the old leads up and Spanish speaking thing up to management and they still have me crap for not making appointments. Not really given the right tools to be successful. Some one in the company showed up to people's houses and was rude. I heard it from multiple customers and it prevented people who had already been spoke to from wanting to give us another shot.
    There is no computer system! I had a customer ask me doesn't she already have mortgage insurance through us and when I asked my boss if it was possible to check they said no. So we can't even check whether we have helped these people in the past no records kept.
    They want you to use an app to talk to people you dont even really know! They will push and push for you to post your numbers on an app and talk to other workers to "help each other boost moral through the day" me being one who likes to focus on my work I was not exactly thrilled to be talking through my work day and the second I posted having a bad day number wise I had problems. Some guy asked for my number to talk and I have it to him cause he was an employee and he told me he was successful and if I didn't start making appointments my boss probably wouldn't keep me. Ironically, this is the same thing I kept hearing from my boss how much I was costing him and how the guy I'm making appointment for isn't making money either. So far from moral boosting and honestly unprofessional of an employer.
    Long script makes people uninterested. Boss will tell you they need you to read it verbatim but then when your not making appointment set you up to practice with apparently successful people who tell you they do not read the script verbatim so conflicting things all the time. They will just recycle old leads and call them over and over you probably will start receiving threatening voicemails and texts but I'm the words of my boss you just need to be a robot and keep dialing so basically not care about anything whether your giving someone the greatest service or answering all their questions doesn't matter as long as you keep being a robot and dialing. But if you don't make appointment they will chew you out and also if your appointment don't show up even though they don't want you to remind them it will be your fault.
    Overall people too much grief. The job was nothing like advertised you are basically a telemarketer harassing people of your are calling them over and over even after 2 year have gone by since they requested their info. I wish someone would have told me what being an appointment setter was like so for the next person there you go!

    Advice to Management

    Ha! Don't constantly talk to your employees about jow much they are costing you it's a downer. Get everyone together to decide how you want to do things so one person isn't saying to do one thing this way and another another way. Get a freaking computer system so I can answer customer questions about whether they've gotten insurance through us and for God sake get some new leads. No one wants to re shop for mortgage insurance after they just did it. I literally called someone I called a week before that told me no and they still put them in my like to call. There was one person I spoke to who was uplifting one person that made me feel like he cared and that I wasn't a burden on the company. After I spoke to him I felt confident I felt I was doing better but it was too late the company amd I were both unhappy by this point. If everyone was that uplifting and helpful rather than talking about how much they pay you and being a robot your employees might be happier. Get rid of the stupid app from the cursing and unnecessary conversation it's distracting your employees from doing their job and you've even had to go in there and say that. People are not robots I can't just forget people i think didn't get answers to their question for some nonsense reason or telling a Spanish person o her we just cant help you. Sorry I'm a people person not a robot and no it's not right. Get it togethee. Maybe take my advice ask around about who this ride employee was and maybe start doing some fixing of the damage cause it's affecting you.

    Symmetry Financial Group Response

    Oct 25, 2018 – Director of Marketing

    Thank you for taking the time to share your experience. It sounds like the experience you had with one of our independent insurance brokers could have been better. We take all feedback as an... More

  3. Helpful (2)

    "Same job - WAY BETTER ENVIRONMENT"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Life Insurance Sales
    Current Employee - Life Insurance Sales
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    This is my second sales position after finishing college. My first experience with life insurance sales was not greeted with the sort of guidance that I felt was necessary to succeed in this field. When I started working here I felt a sense of belonging and encouragement from the very first day. Everyone from my coworkers to management truly wants each other to succeed. This is a team built around inclusiveness and the goals resemble those of the bigger picture as opposed to smaller individual wins.

    However, the best part of this company is that through our team work each one of us is able to profit more INDIVIDUALLY. Coming to work here from my old company I thought there would be nothing new to expect from another sales position but I was wrong!! What a difference a positive and inclusive work environment makes. Also, so far the money is great!

    Cons

    As long as you are a truly dedicated team player and willing learner, you will see no downsides of working here!

    Advice to Management

    Excellent leadership!!


  4. Helpful (2)

    "Ever since I joined, SFG has made me better..."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Life Insurance Sales Person in Toledo, OH
    Current Employee - Life Insurance Sales Person in Toledo, OH
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    When I first joined this company I was shy and really didn't know how I would perform in sales. But Symmetry helped train and cultivate my people skills to where I'm doing very well for myself now and I'm much more confident in my abilities.

    It's a pretty good company to work for if your looking for a job that offers you a lot of opportunities and helps you grow as a person.

    Cons

    No compaints!! You pretty much get what you put into it. If you're ready to learn and work with a positive attitude then you'll do great.


  5. "There's room for growth"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Life Insurance Sales Person in Los Angeles, CA
    Current Employee - Life Insurance Sales Person in Los Angeles, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Symmetry Financial Group full-time (More than a year)

    Pros

    This company offers a lot of opportunities and support to enable employees to grow. It is not unusual to find upper management hard at work in evening and weekend hours in order to accomplish a project and objective. Achievements in this firm occur at a rapid pace. I couldn't ask for a better employment opportunity and mentorship.

    Cons

    I can't think of any.


  6. "Excellent company to work for"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Spokane, WA
    Current Employee - Anonymous Employee in Spokane, WA
    Recommends

    I have been working at Symmetry Financial Group full-time

    Pros

    I have worked for Symmetry for over two years now. It has been an ideal position for me, as someone who has past experience in sales. I am currently selling life insurance, and helping families obtain security for their future and their families. At this point, I am making nearly 80k a year, and I am building my sales skills everyday with my company.

    Cons

    I cant think of any particular downsides of Symmetry. However, this is job for a certain type of person. If you are a self-starter and a motivated person who seeks personal and professional growth, you will thrive at Symmetry Financial.


  7. "This is a pretty awesome company to work for."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Life Insurance Sales Person
    Current Employee - Life Insurance Sales Person
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Symmetry Financial Group part-time (More than a year)

    Pros

    I really love the opportunities Symmetry has brought me. The work environment is great and I've met tons of wonderful people through this job.

    There's a lot of room for growth and you'll learn a lot about sales and helping people to buy something that is really needed by every family

    Cons

    There are no downsides to working for SFG; you just have to be ready to work. If you show up and do your best than everything will work out just fine for you.

    Advice to Management

    Great Job you guys.

  8. "Awesome company that makes u feel like family"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Awesome work hours
    Easy going management
    Make at least 78,xxx
    Great benefits
    Doesn't feel like you are at work when you're here and you actually look forward to coming in everyday

    Cons

    None! This is an all around good company to work for

    Advice to Management

    Keep up the great work


  9. "Great company to work for"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Life Insurance Sales Representative
    Current Employee - Life Insurance Sales Representative
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Symmetry Financial Group full-time (More than a year)

    Pros

    I have been employed here for almost 2 years now fulltime
    Making 78xxx yearly
    This company take the time to make sure you are properly trained and equipped to be successful in your postion
    Plenty of room for advancement

    Cons

    No cons
    Just be ready to work and they will take care of you

    Advice to Management

    Awesome job at taking care of employees


  10. Helpful (1)

    "Licensed Agent"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Insurance Agent in Austin, TX
    Current Employee - Insurance Agent in Austin, TX
    Recommends
    Neutral Outlook
    No opinion of CEO

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

    Pros

    You make your own time and work on your own schedule.

    Cons

    Have to be careful with car expenses, travel and gas expenses. Those can hit you really hard. You will not earn anything in the first 3 months so have a backup plan.

    Advice to Management

    None