Atlasfinancialsolutions Co

Role Description As a Financial Consultant, you will work directly with individuals, families, and business owners to help them create strategies focused on: - Income protection - Retirement preparation - Debt reduction - Long-term financial growth - Wealth preservation You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals. Qualifications - Must be 18 years or older - Authorized to work in the United States - Strong communication and interpersonal skills - Professional, coachable, and self-motivated - Willing to obtain a New York Life & Health Insurance License within 60 days - Previous experience in sales, customer service, hospitality, management, or business development is helpful but not required. Requirements - Meet with clients to review financial goals and needs - Educate clients on financial protection and planning strategies - Develop customized financial solutions - Build and maintain professional client relationships - Participate in training, mentorship, and leadership development - Maintain compliance and professional standards Benefits - Flexible remote and hybrid work options - Performance-based income with uncapped earning potential - Fast-track advancement opportunities - Entrepreneurial environment with leadership development - Ability to build additional income streams - Ongoing mentorship from experienced professionals - Opportunity to work independently while having team support

This role involves working directly with individuals and families to create practical financial strategies focused on income protection, retirement planning, and asset growth. Meet with clients (virtually or in person) to review financial goals Develop customized protection and long-term planning strategies Educate clients in a clear, ethical, and compliant manner Maintain organized records and follow industry guidelines Participate in weekly training and mentorship sessions Build long-term client relationships and referral networks

Role Description We are seeking a motivated and professional Licensed Insurance Agent to join our growing team. In this role, you will work directly with individuals and families to help them understand financial strategies related to protection planning, retirement planning, and long-term wealth development. This position is ideal for candidates who are client-focused, growth-oriented, and interested in building a career in financial services. - Meet with prospective clients to assess financial goals and needs - Educate clients on available financial protection and retirement strategies - Present customized financial solutions based on client objectives - Maintain ongoing relationships and provide client service support - Complete required documentation and ensure compliance standards are met - Participate in training and professional development programs - Collaborate with team members and leadership to achieve performance goals Qualifications - Strong communication and interpersonal skills - Professional demeanor and ethical mindset - Self-motivated with strong time management skills - Ability to work independently and in a team environment - High school diploma or equivalent (Bachelor's degree preferred but not required) - Must be eligible to obtain required state licensing (if not already licensed) Requirements - Background in sales, customer service, banking, or financial services (preferred but not required) - Active Life & Health Insurance License or willingness to obtain - Experience working with clients in a consultative environment Benefits - Structured training and mentorship - Professional development support - Flexible scheduling options - Advancement opportunities based on performance - Supportive team environment Company Description We are committed to providing equal employment opportunities to all applicants and employees in accordance with applicable laws and regulations.