Agent Training Agent Training
Smith Master Agency

Your Insurance Career
Starts Here

Training, tools, carriers, and your team — everything you need to build a thriving business with Symmetry Financial Group.

Start Basic Training →
2013Founded
6Master Agencies
SFGSymmetry Financial Group
#1Relationships Matter

Your Path to Production

Follow these phases from your first day to writing your first application.

🚀

Phase 1 — Get Set Up

Get contracted, licensed, and into your tools. Complete NIPR, AML, E&O, and carrier appointments.

Start Contracting →
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Phase 2 — Learn the Basics

Work through the 10-Step Basic Training. Learn leads, calls, products, and applications.

Start 10-Step Training →
🎯

Phase 3 — Build Your Business

Specialize in Final Expense or Mortgage Protection. Earn bonuses and advance your contract.

Explore Training Tracks →
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Phase 4 — Lead & Grow

Promote to agency owner, coach your downline, and qualify for trips and incentive contests.

Building & Recruiting →

Team Leaderboard

Updated weekly. Top producers across all Smith teams.

August 15-21, 2026 by Sydnie Parsons

🎉

We Love to Celebrate Our Team!

Please submit any promotions, title changes, or personal wins — we want to shout you out!

Submit a Celebration →

MACC Schedule

Master Agent Call Calendar — upcoming calls, webinars, and events.

New MACC Schedule by Andrew Jimenez

Our Core Values

The principles that guide how we work, serve, and grow — at Symmetry Financial Group and across every Smith team.

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Relationships Matter

People come first. Building strong connections with clients and colleagues is the heart of what we do.

💬

Open Communication

We foster transparency and collaboration through honest, productive communication.

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We Work as a True Team

Together, we create a positive and supportive environment where everyone succeeds.

🌱

Being of Service

Making a difference in the world — for clients, families, and communities — is at the core of our mission.

📈

Relentless Growth

We constantly strive to improve ourselves, our craft, and our team. Growth is non-negotiable.

⚖️

We Do the Right Thing

Integrity guides every decision we make, even when no one is watching.

🔑

We Act Like Owners

Taking responsibility and ownership drives our success and holds us accountable to each other.

🎯

We Have Fun & Get Stuff Done

We balance hard work with joy, making every day meaningful and every win worth celebrating.

Daily Agent Workroom

Live Monday–Friday with underwriting support, sales coaching, and team collaboration. Join anytime.

Click to join the live Zoom room. Open daily, Mon–Fri.

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Brad's Overview

Join Our Community

Want to stay updated on our latest events, celebrations, and team news? Follow along and be part of our journey.

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