• Job Description

  Req#: 571803
  Description
  
  At Atlas Agency, we're on a mission to empower individuals and families to manage their wealth with confidence and clarity. As a High-Ticket Sales Closer, you'll be at the forefront of this mission, helping clients make informed financial decisions that align with their goals and values. This isn't just any sales role; it's about diagnosing financial needs and providing tailored solutions that have a lasting impact. You'll thrive in a dynamic, performance-driven environment where your success is measured by the meaningful results you deliver for clients.
  
  We're committed to your growth, offering a clear path from production to leadership and team building. With the flexibility to work remotely, you can build your career at a pace that suits you, transitioning from part-time to full-time as your success grows. Our structured system of Fact Find, Diagnose, Recommend, and Close ensures you're equipped with the tools and training needed to excel. Join us at Atlas, where your income is a reflection of your impact, and together, we'll create a future that's financially secure and personally fulfilling.
  
  Responsibilities
  
  Run 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 persistence
  
  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

• About the company

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