At Pacific Ridgeway, we're looking for a High-Ticket Sales Closer to join our dynamic team in the finance industry. You'll play a pivotal role in helping individuals and families achieve their financial dreams through our education-first planning approach. We value clarity and integrity, ensuring that clients receive tailored solutions that truly meet their needs. As part of our team, you'll have the opportunity to grow professionally and personally, supported by mentorship and a culture that values accountability and impact.

In this role, you'll engage with potential clients, understanding their unique financial situations and guiding them towards solutions that align with their goals. Your expertise in sales will empower you to close high-value deals while maintaining the highest standards of client service. At Atlas Agency, we offer competitive compensation packages and abundant career growth opportunities. Join us in making a meaningful impact, and let's build a future where financial services are accessible, transparent, and empowering for everyone.

About Our Company
We are a nationwide financial services organization focused on helping individuals and families build, protect, and grow their wealth through education-first financial planning. We believe financial services should be clear, empowering, and centered around real people, not confusing jargon or one-size-fits-all solutions.

What sets us apart is our commitment to clarity and integrity. We train our professionals to lead with education, take a long-term approach to financial strategy, and prioritize doing what is right for the client every time.

Our work goes beyond numbers; we help people make confident decisions that support their goals, values, and future.

We foster a culture built on growth, accountability, and impact. Team members are given the tools, mentorship, and support needed to develop both professionally and personally, while making a meaningful difference in the lives of the people they serve.

• Engage with potential clients to understand their unique financial needs and aspirations.

• Guide clients through our education-first planning approach, ensuring clarity and integrity in every interaction.

• Close high-value sales deals by leveraging your expertise and maintaining exceptional client service standards.

• Collaborate with our team to develop tailored financial solutions that align with client goals.

• Maintain accurate records of client interactions and sales activities to ensure seamless follow-up and service.

• Stay informed about industry trends and updates to provide clients with the most relevant and effective solutions.

• Participate in regular team meetings and training sessions to enhance your skills and contribute to team success.

• 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.

• High school diploma necessary; college degree a bonus

• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole

• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial

• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs

Becoming a Pacific Ridgeway Partner

We're transforming the financial landscape, one entrepreneur at a time.

We're not just building a business — we're building a movement of financial professionals with offices all over our country who are serious about making a difference. Our mission is to equip driven individuals with the skills, knowledge, and resources they need to succeed in the world of finance.

The Pacific Ridgeway Difference

• Business ownership opportunity

• Millionaire mentorship

• Agency owner platform

• Industry-leading products

The financial industry is the highest-paid industry in the world. We provide all training in-house, three times weekly, led by multiple six-figure entrepreneurs.

• Referral partners

• Revenue sharing

• Part-time and full-time remote positions

• Upside earning potential