At Atlas Agency, we help individuals and families make confident financial decisions through education, protection, and wealth-building strategies. As a High-Ticket Sales Representative, you will work directly with clients to understand their goals, uncover financial gaps, and recommend solutions that fit their needs. This role is built around a simple but powerful process: Fact Find, Diagnose, Recommend, and Close. You will be trained to lead meaningful conversations, ask the right questions, and help clients make informed decisions that can create long-term financial security.

This is a remote, performance-based opportunity for someone who is coachable, driven, and looking for more than a traditional sales role. You will have the ability to start part-time, grow into full-time, and eventually move into leadership and team building as your results increase. At Atlas, your income is tied directly to your impact, and we provide the training, mentorship, systems, and growth path to help you build both a career and a business.

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

• 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

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.