Hi (Name)?

 

Hey (name) this is Jamie with Symmetry Financial Group, how are you?

 

Great! I just wanted to give you a quick call and congratulate you on the pre-approval that was just sent over! In the email you received you’ll find a flyer attached with the information on the discounted schooling. You’ll want to get signed up for that today… the course is 40 hours, we’ve had some agents finish it in three days and some took closer to two weeks, it’s self paced so it’s really up to you how long it takes to get through. I’ve also attached our conference call schedule, I’d recommend plugging into the Wednesday National calls as well as the Thursday master agency call until you are licensed and we get you going, then you’ll want to plug into all of them.

 

I did notice that there are a few things here we need to complete on your packet for final contracting before we send it to the carriers. (mention any issues with the packet - - if there’s nothing then make something up like the address history has a gap) and I noticed we also don’t have your conference registration. Did you receive it?

 

If YES - -  okay great – lets get that filled out and sent back today, it’s not too late for payment plans so when you get it back to me we can work on that together. Everyone will be there so you will have an opportunity to meet our master agency owner Miranda Martin as well as (your agency owner). Its where we all go twice a year to learn how to make that next level of income I was telling you about during our interview.

 

If NO - - Okay no problem! I will email it to you right now (or guide them to the website to download it) lets get that filled out and sent back today, it’s not too late for payment plans so when you get it back to me we can work on that together. Everyone will be there so you will have an opportunity to meet our master agency owner Miranda Martin as well as (your agency owner). We all go twice a year to learn how to make that next level of income I was telling you about during our interview!

 

**I want to make some money first**

I totally get that (name) trust me, when I first started the only thing on my mind was making money. My upline told me when I started that was the reason why I couldn’t’ miss this. We can teach you how to make the phone calls, set up your week and what to say in the home but conference is where you’re going to really learn how to be successful with symmetry. I know it sounds crazy but you’ll actually see normal, average people making multiple six figures in their first years with this company! The even crazier thing is they learned how to make doctor level income by taking a 40 hour course and by coming to our conferences twice a year (laugh)  Based on what we talked about is that where you see yourself in a year or two? Great! I only have a few of the discounted tickets left with the payment plan option so I do want to get that in asap because the price increased last week… (build urgency)  So no matter what we’re going to make sure you’re going, we just need to get the commitment now and we’ll work together on the on the details closer to the date.

 

Just to recap you’ll be getting signed up for the course and sending over your conference form today. What time can I count on you to get that to me by?