Note: The job is a remote job and is open to candidates in USA. Atlas Agency is hiring a High-Ticket Sales Closer to help clients assess their financial needs and select tailored financial solutions. The role involves conducting structured client appointments, presenting and closing solutions, and maintaining sales, licensing, and compliance standards.
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
Skills
- 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
Benefits
- Remote work flexibility
- Clear path from production to leadership and team building
- Can transition from part-time to full-time as your success grows
- Tools and training to excel, including weekly sales training and accountability calls
- Guidance and a reimbursement program for obtaining state insurance licensing
Company Overview