Description
Atlas is a modern financial agency focused on helping individuals and families take control of their money through protection, retirement planning, and long-term wealth strategy.
We are currently hiring High-Ticket Financial Sales Closers who want to build real skill-based income in a performance-driven environment.
This role is exciting because it combines:
- Meaningful impact (you are helping families secure their financial future)
- High-income potential (commission structure)
- Clear growth path (production leadership team building)
- Remote flexibility (work from anywhere)
- Skill development in sales, finance, leadership, and business
Unlike traditional sales roles, you are not selling random products. You are diagnosing real financial gaps in budgeting, savings, debt management, protection, and retirement planning - and implementing solutions that create long-term results for clients.
We operate on a structured system:
Fact Find Diagnose Recommend Close We train you. We guide you. We hold you accountable.
Flexibility This role is fully remote and highly flexible.
You can:
- Start part-time alongside school or another job
- Scale into full-time production
- Build at your own pace based on performance
Many of our producers begin part-time while maintaining other commitments and transition into full-time as their income grows.
Your income reflects your output - not hours clocked.
ResponsibilitiesRun Structured Client Appointments • Conduct fact-finding sessions via Zoom
• Identify gaps in budgeting, savings, debt, insurance, and retirement planning
• Follow the Atlas appointment framework (Fact Find Diagnose Recommend Close)
• Maintain professionalism and high energy regardless of circumstances
Present & Close High-Ticket Financial Solutions • Handle objections with discipline and emotional control
• Close business ethically and accurately
• Ensure strong client onboarding and persistency
Maintain Production Standards • Track weekly KPIs (appointments set, sit rate, close rate, premium submitted)
• Participate in weekly sales training and accountability calls
• Maintain a high-performance, positive attitude culture
Licensing & Compliance • Obtain and maintain required insurance licensing (we provide guidance + reimbursement program)
• Complete required training modules
• Operate in full compliance with regulatory standards
Qualifications • Strong verbal communication skills and confidence on Zoom
• Willingness to obtain state insurance licensing (we provide guidance + reimbursement program)
• Coachable and able to follow a structured sales system
• Comfortable working in a 100% commission-based environment
• Ability to maintain a positive, professional attitude regardless of external circumstances
• Self-discipline to manage a remote schedule and hit weekly activity targets