What are the responsibilities and job description for the Insurance & Financial Services Representative position at Atlas Agency?
We are seeking motivated individuals who are passionate about helping families protect their financial future. Whether you are licensed or looking to start a new career, we provide training, mentorship, and support to help you succeed.
Responsibilities
Meet with clients virtually or in person
Educate families on insurance and financial strategies
Conduct needs-based consultations
Help clients select appropriate protection plans
Build and maintain client relationships
Participate in ongoing training and development
Qualifications
Strong communication skills
Self-motivated and coachable
Ability to work independently
Customer service or sales experience preferred but not required
Insurance license preferred (licensing assistance available for qualified candidates)
Benefits
Flexible schedule
Work from home opportunities
Comprehensive training and mentorship
Unlimited income potential
Opportunities for advancement and leadership
Meaningful work helping families achieve financial security
“No experience required. We provide training, mentorship, and support for motivated individuals looking to build a rewarding career in financial services.”
Pay: $55,000.00 - $120,000.00 per year
*Commission Based Only*
Benefits:
- Flexible schedule
- Work from home
Application Question(s):
- Are you authorized to work in the United States?
- Are you willing to obtain an insurance license if not currently licensed?
- Do you have experience in customer service, sales, or business development?
- Are you interested in a flexible, commission-based opportunity?
Work Location: Remote
Atlas was built in response to a system that asks people to make lifelong financial
decisions without ever being taught how money actually works.
Too many individuals and families are forced to rely on fragile systems, short-term
solutions, and advice that prioritizes products over understanding. The result is
confusion, dependence, and a lack of real control.
Atlas exists to change that. We believe financial confidence is built through
education, structure, and long-term thinking, not shortcuts or speculation. Our
mission is to help people build skills, make informed decisions, and create systems
that compound over time!
This isn’t about quick wins. It’s about building something that lasts.
https://atlasagencyio.com/
Salary : $55,000 - $120,000