Symmetry Financial Group
1001 - 5000 employees
Founded 2009
🛡️ Insurance
💸 Finance
Insurance • Finance
Symmetry Financial Group is a U. S. -based insurance marketing organization that partners with independent agents to distribute life insurance, annuities, and other consumer-focused financial protection products. Headquartered in Swannanoa, NC, SFG emphasizes agent support through in-house contracting, service, lead generation, and product support teams, and promotes solutions including annuities, mortgage protection, final expense, retirement solutions, college savings plans, and indexed/universal life products (IUL, EIUL). The firm positions itself as a rapidly growing organization providing a competitive product portfolio and nationwide agent network to help families with financial planning and life insurance protection.
Client Support – Benefits Representative
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🔥 0 minutes ago
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Symmetry Financial Group
1001 - 5000 employees
Founded 2009
🛡️ Insurance
💸 Finance
Insurance • Finance
Symmetry Financial Group is a U. S. -based insurance marketing organization that partners with independent agents to distribute life insurance, annuities, and other consumer-focused financial protection products. Headquartered in Swannanoa, NC, SFG emphasizes agent support through in-house contracting, service, lead generation, and product support teams, and promotes solutions including annuities, mortgage protection, final expense, retirement solutions, college savings plans, and indexed/universal life products (IUL, EIUL). The firm positions itself as a rapidly growing organization providing a competitive product portfolio and nationwide agent network to help families with financial planning and life insurance protection.
📋 Description
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team
🎯 Requirements
• Insurance license (or willingness to obtain one – we provide guidance) • Strong communication and interpersonal skills • Self-motivated with a results-driven mindset • Ability to work independently and manage time effectively • Basic computer skills for CRM and client management
🏖️ Benefits
• Competitive commission structure with potential for bonuses • Flexible work schedule (remote position) • Comprehensive training and mentorship programs • Access to top-rated insurance carriers and products • Opportunities for career growth and leadership development • Supportive team culture with ongoing coaching and professional development
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