[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.ResponsibilitiesRun Structured Client AppointmentsConduct fact-finding sessions via ZoomIdentify gaps in budgeting, savings, debt, insurance, and retirement planningFollow the Atlas appointment framework (Fact Find - Diagnose - Recommend - Close)Maintain professionalism and high energy regardless of circumstancesPresent & Close High-Ticket Financial SolutionsHandle objections with discipline and emotional controlClose business ethically and accuratelyEnsure strong client onboarding and persistenceMaintain Production StandardsTrack weekly KPIs (appointments set, sit rate, close rate, premium submitted)Participate in weekly sales training and accountability callsMaintain a high-performance, positive attitude cultureObtain and maintain required insurance licensing (we provide guidance + reimbursement program)Complete required training modulesOperate in full compliance with regulatory standardsSkillsStrong verbal communication skills and confidence on ZoomWillingness to obtain state insurance licensing (we provide guidance + reimbursement program)Coachable and able to follow a structured sales systemComfortable working in a 100% commission-based environmentAbility to maintain a positive, professional attitude regardless of external circumstancesSelf-discipline to manage a remote schedule and hit weekly activity targetsRun Structured Client AppointmentsConduct fact-finding sessions via ZoomIdentify gaps in budgeting, savings, debt, insurance, and retirement planningFollow the Atlas appointment framework (Fact Find - Diagnose - Recommend - Close)Maintain professionalism and high energy regardless of circumstancesPresent & Close High-Ticket Financial SolutionsHandle objections with discipline and emotional controlClose business ethically and accuratelyEnsure strong client onboarding and persistenceMaintain Production StandardsTrack weekly KPIs (appointments set, sit rate, close rate, premium submitted)Participate in weekly sales training and accountability callsMaintain a high-performance, positive attitude cultureObtain and maintain required insurance licensing (we provide guidance + reimbursement program)Complete required training modulesOperate in full compliance with regulatory standardsBenefitsFlexibility to work remotelyClear path from production to leadership and team buildingTools and training needed to excelGuidance + reimbursement program for state insurance licensingWeekly sales training and accountability callsCompany OverviewWe 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 .