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Auffort Direct › Meeks Agency

Welcome to the Meeks Agency

Building opportunity — one agent, one family at a time.

← Back to Find My Team

👋 A Message from Jennifer Meeks

Hey there! I’m Jennifer Meeks, your agency owner, and I couldn’t be more excited to help you on this journey. Here at Symmetry Financial Group, we believe in creating opportunities for people just like you—those who want more out of their careers, more freedom, and the ability to build something truly their own. My job is to guide you, support you, and give you the tools to succeed, whether you want to grow into leadership or simply maximize your potential as an agent.

What I love most about this business is that we don’t do it alone—we build together. That means no franchise fees, no ceilings on your income, and a system designed to help you win. If you’re ready to put in the work, I’ll be right here, coaching you every step of the way. Let’s make this an incredible journey!

🚀 Getting Started with Our Team

1

Create a Professional Email

Set up a dedicated email using this format: firstname.lastname@yourdomainhere.com

2

Get Plugged into Our Team

Send your new email to us and we’ll add you to our Slack communication channel so you can stay connected with team updates and support.

3

Complete Pre-Contracting Paperwork

We’ll send you everything you need to get started with our carriers so you can be ready to write business.

4

Use AgentTraining.info

Your go-to resource for downloadable scripts, training media, pre-licensing how-to’s, and team growth resources.

🎥 Training Videos

📄

MOO Quoting Tool

How to use the Mutual of Omaha quoting tool for quick, accurate quotes.

Open Tool →
🌟

MOO AD App

Walkthrough of the Mutual of Omaha AD application process.

Watch Video →
💌

Children’s Whole Life App

Step-by-step guide for submitting a Children’s Whole Life application.

Watch Video →
💻

OPT Entry

How to enter policies in OPT for tracking and management.

Watch Video →
📱

App Tracking

Track submitted applications and check status.

Watch Video →
🔍

Underwriting

Understanding the underwriting process for faster approvals.

Watch Video →

💼 What We Do

🏠

Build Your Agency

You can build an agency, write insurance, and work remotely with a flexible schedule. No franchise fees, no ceilings on income.

💰

Lead Investment

Agents typically invest $250/week in mortgage protection leads. Average commission per sale is $800, with $600 paid upfront.

👥

Ideal Clients

DFL: Under 65, in debt, looking for term life. IUL: Under 45, saving for college/retirement. Annuity: 50–65, has 401K or investment accounts.

✅ Next Steps

✓

Complete SureLC Portal Setup

Requires Bank EFT setup & AML Certification.

✓

Write a Practice Application

Submit an app for yourself, a spouse, or a child to get familiar with the process.

✓

Complete Summit Training in Quility Basecamp

Log in to Quility Basecamp and finish the Summit onboarding training.

✓

Schedule a Mentor Checkpoint Call

A 10-minute call to check progress, answer questions, and set your next action steps.

📚 10 Steps to Excellence

1: Set Up Systems 2: Create a Plan 3: Order Leads 4: Calling Leads 5: Best Product 6: Preparing Options 7: Client Presentation 8: Writing Application 9: Submitting Business 10: Get Paid