[Remote] High-Ticket Sales Closer

Note The job is a remote job and is open to candidates in USA. Atlas Agency is on a mission to empower individuals and families to manage their wealth with confidence and clarity. As a High-Ticket Sales Closer, you'll help clients make informed financial decisions by diagnosing their financial needs and providing tailored solutions. This role offers a dynamic, performance-driven environment with opportunities for growth and a structured sales system to support your success. 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 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 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 Obtain and maintain required insurance licensing (we provide guidance + reimbursement program) Complete required training modules Operate in full compliance with regulatory standards Benefits Flexibility to work remotely Clear path from production to leadership and team building Tools and training needed to excel Guidance + reimbursement program for state insurance licensing Weekly sales training and accountability calls Company Overview We are a nationwide financial services organization focused on helping individuals and families build, protect, and grow their wealth through education-first financial planning. It was founded in undefined, and is headquartered in , with a workforce of 51-200 employees. Its website is .