Symmetry Financial Group

No reviews yet
Founded2009
HeadquartersAsheville, North Carolina
Trust Score92/100
Views5

About Symmetry Financial Group

Company Overview

Symmetry Financial Group is an insurance marketing organization founded in 2009 and headquartered in Asheville, North Carolina. The company was established by Casey Watkins and Brandon Ellison with the mission of providing families and individuals with access to essential life insurance and financial protection products through a network of independent agents. Symmetry Financial Group has grown rapidly since its founding, becoming one of the fastest-growing insurance distribution companies in the United States. The company's model empowers entrepreneurs to build their own insurance agencies while providing the training, technology, and product access needed to serve clients effectively.

Products & Services

Symmetry Financial Group offers a range of life insurance and financial protection products through partnerships with numerous top-rated insurance carriers. The product portfolio includes term life insurance, whole life insurance, universal life insurance, indexed universal life insurance, mortgage protection insurance, final expense insurance, annuities, and supplemental health products. Agents conduct needs-based selling, analyzing each client's financial situation and protection needs to recommend appropriate coverage from multiple carrier options. This multi-carrier approach allows agents to shop for the best product fit and pricing for each individual client. Symmetry also provides agents with proprietary technology tools including a customer relationship management system and quoting platforms that streamline the sales and service process.

Business Opportunity

Symmetry Financial Group offers a business opportunity for licensed insurance agents to build their own agencies under the Symmetry umbrella. The company's compensation structure allows agents to earn commissions on personal sales and override commissions on the production of agents they recruit and train. Symmetry provides comprehensive training programs covering product knowledge, sales techniques, client service, and agency management. The company's system is designed to be replicated at scale, enabling successful agents to develop large teams and build significant income through a combination of personal production and team development. Symmetry offers competitive commission rates, bonuses for achievement milestones, and incentive trips for top performers. The company emphasizes a culture of leadership development and personal growth alongside business building.

Global Presence

Symmetry Financial Group operates throughout the United States from its headquarters in Asheville, North Carolina. The company has built a nationwide network of independent agents serving clients in all fifty states. Symmetry's partnerships with major insurance carriers provide its agents access to products from some of the most established and financially strong companies in the insurance industry. The company's rapid growth and strong agent retention rates have positioned it as a significant player in the insurance marketing organization space, attracting individuals seeking entrepreneurial opportunities within the financial services sector.

Compensation Plan

Override Commission Plan

  • Direct Commission: 80-115% of premium
  • Override: 5-20% on downline production
  • Agency Building Bonus
  • Trips and recognition programs

Trust Score

92
/ 100
Low Risk
Flags & Notes
  • Legitimate insurance company
  • Direct selling model
  • Some agent complaints

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