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Posted: Friday, December 29, 2017 10:07 PM

We're looking for Rockstar Independent agents to join our dynamic team of licensed insurance advisors! This is the opportunity of a lifetime for the right person who wants to experience a rewarding career helping others. Why us?Our holistic approach to financial planning positions us to offer our clients multiple products that they can use right now. Your income is immediately diversified, positioning you and your clients to WIN no matter what! We provide excellent training, a fantastic lead building program, and all the tools you need to succeed as an agent. Not to mention, top commissions and incredible incentives!Position DescriptionIn this Fiduciary role as a Financial Services Professional, you will serve as the expert resource to your targeted client base. You will help each individual client map out their financial goals and create a measurable action plan to achieve them. You focus on providing education, service, and support throughout the duration of your relationship. Unlicensed? No problem! We have a system in place for helping you obtain your license quickly. Earn income WHILE you're studying for your license. Receive a bonus for meeting certain requirements and obtaining your license quickly through our Advisor Success program.Position Requirements Specific client facing duties include but are not limited to: Outbound phone prospecting and sales Following up on prospective client appointments set by internal Sales Associates Investment product personalization and suitability Ongoing involvement with existing clients to pursue additional investment opportunities Periodic client service efforts with existing clients Specific non-client facing duties include but are not limited to: Provide frequent and detailed client feedback to all members of the Motif Financial team Assist in the development of long term sales processes The ideal candidate will execute on standards that redefine the existing industry landscape. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships. Desired Skills & Experience Desired Skills & Experience Make no mistake, our advisors work hard, but that work is flexible to your life's needs. The harder you work and the smarter you work the more likely you are to succeed. We train you on how to implement a system for success, helping you to create and manage a schedule that works for you. Our agents enjoy the flexibility to work from your home office, but may also have the option of working in a local office if you prefer. Work Nationwide As a Motif Financial Advisor, you can work with clients all over the US even if you are not licensed! You never have to worry about turning a prospective client away and we help you every step of the way! Multiple product suite Our unique client base doesn't just need life insurance. They need someone to go in and take a full view of their financial portfolio and assist them with creating a workable plan that makes sense. Someone is going to sell your clients all of the products and services we offer, why shouldn't it be you? Proven Consumer- End-to-end experience with all aspects of performance based sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization. Remote Delivery: Exposure to web-based investment service delivery. Comfortable executing a remote-delivery sales model - paperless, branchless, cloud-based infrastructure - and delivering a quality experience that is better than traditional, in-person sales. Compliance: Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. Possess a clean U4 record. Moderate current knowledge of investment products and services. Exceptional verbal, written and listening communication skills. Proven track record in relationship management and customer satisfaction. The ability to compare and contrast the benefits and suitability of different investment options and products. Excellent operational, organizational and follow-up skills with the ability to manage and execute personalized, multi-step process for high-volume sales funnel. Ability to work from a home office Ability to place a consistent and potentially high volume of calls to prospects in both a warm and cold calling environment. Ability to market and sell following a specific funnel process. Ability to prospect and build connections within the local community as well as online via social media and email. Strong interpersonal skills, team-oriented, and collaborative. Ability to work at the tactical and strategic level. Current possession or ability to obtain all required licenses including, Life/Health insurance, property & casualty, Annuities, Series 6, Series 63, and additional designations. Training and Development Product Training We provide ongoing product training for each of our services, helping you to become the expert solutions provider for your clients. This helps build your confidence and optimize your performance as an advisor. Skills Training We understand that your results are only as good as your skills, so we provide you with the tools you need to succeed and build upon so performance improves consistently. Our mission is to build up what is already inside of you. We do this through sales training, marketing training, industry training, and field training. We specialize in teaching the "NO OBJECTION CLOSE" AND "REFERRAL SYSTEM" which helps you close more business faster and acquire new clients systematically! Your mentor and coach will help you develop in the areas that you are lacking, and help you excel in the areas that you're already doing well in. Our advisors are always growing! Lucrative Leads Program What's even better than having the opportunity to earn leads each month (Give a man/woman a fish)? The ability to have system for generating 5-10 free leads each day on a regular basis (Teach a man/woman to fish)! The great news for our advisors is that we do both. Our success is truly your success, so we show you how to be successful by providing you with access to inbound leads and showing you how to generate your own leads so that each and everyday you arrive prepared and confident in your ability to close new business. Personal Development Our advisors have access to holistic training through ongoing motivation and inspirational tools to build you the person up so that you can be the best advisor possible and create the life you desire. The insurance industry is tough and known to have high turnover. Your success is always possible when you have the right tools and support to keep you focused and motivated. Professional Development We equip you to maximize your professional image by offering resources for obtaining additional licenses and designations with respect to your professional objectives. Your success is our success, so we help our advisors obtain all licenses and designations to ensure you are in the best position to serve your clients, including CFP, CLU, ChLU, CRPC, FSCP, and BFA. Compensation Your specific compensation* is based on your particular product mix and production level. Compensation varies by product line. We competitively offer: Performance-based incentive compensation Allowances, bonuses, and awards Top Tier Commission Percentage Immediately have access to a lucrative 100% commission structure that pays you on multiple products and services, ensuring you are always compensated for your efforts. Our agents earn between 75% and 100% for insurance policies and 16%-60% on other products. Commission Advancement As an agent, you have access to commission advances on several of our product lines. Vested residual income The most exciting part of being in our industry is having access to residual and renewal commissions. By servicing your clients and doing your job well, you get to reap the rewards over and over again. Benefits Your earnings are just one part of a total compensation package. How about a benefits package that can help give peace of mind to you and the ones you love. We know that in order to recruit and retain top talent, we need to offer an outstanding array of benefits. Benefits available to eligible* Financial Services Representatives include: Medical coverage plus Dental and Vision Life and Accidental Death and Dismemberment Short- & Long-Term Disability Health Spending Accounts (HSA) Total Retirement Savings Program ( 401(k) and non-qualified thrift plan ) Top Producer Incentives Tuition Reimbursement * Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with a General Agent of Motif Financial and who satisfy certain production requirements. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain production requirements. Benefit Plan provisions are subject to modification or termination. This material does not imply your eligibility for any one or all of the plans or programs described. Perks Our agents enjoy access to a number of perks that you just can't find anywhere else including (but not limited to) . Access to discounts on everyday items including: . Home services discounts . Wireless services discounts . Restaurant discounts . Entertainment discounts . Travel discounts . Vacation Bonuses (Several opportunities to travel each year) . Marketing allowance . Office allowance . Rental Car discounts Time Freedom Who We're Looking For Who We're Looking for As you can see, there are quite a lot of benefits for our advisors and we are excited about every single one! We want to offer these great benefits to a certain caliber of advisor who is ready for this opportunity! Our ideal candidate has: A deeper passion to succeed You are seeking an opportunity of a lifetime and are ready and willing to do what it takes to achieve all of the success that comes with hard work and helping others. A coachable mentality You are geared up and ready to learn and grow. A hunger for abundance You have personal goals that you are working to achieve. You do not think like an employee, you are an entrepreneur at heart and understand that those who succeed here are those who are not limited in their thinking and goals. You ARE an action taker! You make no excuses. You are the one to get the job done, period! You are not afraid to send an email, make a phone call, answer the phone, start a conversation in person, write a letter, or do whatever else it takes for you to achieve your goals. We don't throw our agents out to the wind, you have a system for success in place for you to follow and replicate in order for you to achieve your goals. Just like working out, you will never achieve those goals if you don't get on that treadmill!


• Location: Mid Cities

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