[Remote] Remote Customer Service & Sales Representative (Entry Level | Training | No Cold Calls)
Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a fully remote financial services agency built on mentorship, integrity, and proven systems. The role involves providing customer service and sales support to clients, assisting them with various financial products, and following a structured process for remote success.
Responsibilities
- Follow up with warm inquiries from individuals who requested information through online forms, phone calls, direct mail, or digital advertising
- Deliver a professional customer service experience through scheduled Zoom or phone appointments
- Educate clients on available options and assist with straightforward applications, often completed in 10 minutes or less
- Help match clients with appropriate solutions, including mortgage protection, life insurance, final expense, and retirement products
- Track activity accurately and follow a step-by-step process designed for remote success
- Typical full-time schedules include: 5–10 hours per week on phone follow-ups and confirmations, 10–20 hours per week meeting with clients, 5–10 hours per week dedicated to training, administrative work, and professional development
Skills
- Strong customer service skills
- Reliable and coachable
- Motivated to build a long-term career from home
- Comfortable working independently from home
- Willing to obtain a Life Insurance License (guidance and support provided)
- U.S. Citizens or Permanent Residents able to pass a background check
- Professionals with integrity, work ethic, and openness to coaching
- Individuals committed to personal growth and long-term success
Benefits
- 100% commission-based compensation with monthly bonus opportunities
- Performance-based pay increases available every 2–3 months
- No quotas and no income ceiling
Company Overview