[Remote] Remote Customer Service & Sales Representative (Entry Level | Training Provided | No Cold Calls)
Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services agency focused on mentorship and integrity. They are seeking an entry-level Customer Service & Sales Representative to provide high-quality customer service and assist clients in understanding their options for various financial products.
Responsibilities
- Respond to warm customer inquiries from individuals who have filled out online forms, called a toll-free number, or requested information through direct mail or digital ads
- Provide high-quality customer service by scheduling and conducting phone or Zoom appointments
- Help clients understand their options and guide them through simple applications, many completed in 10 minutes or less
- Match customers with appropriate solutions such as mortgage protection, life insurance, final expense coverage, and retirement options
- Maintain accurate records and follow a proven process designed for success in a remote setting
- Full-time representatives typically spend:
- 5–10 hours per week on phone outreach and follow-ups
- 10–20 hours per week in customer appointments
- 5–10 hours per week on training, administration, and development
Skills
- Customer service–oriented individuals who communicate professionally and clearly
- Self-motivated and comfortable working remotely
- Willing to obtain a Life Insurance License (we provide guidance and support)
- U.S. Citizen or Permanent Resident able to pass a background check
- Strong work ethic, integrity, and willingness to follow a proven system
- Open to coaching and committed to personal and professional growth
Benefits
- Comprehensive training and mentorship
- Clear advancement opportunities
- Supportive, team-based culture focused on long-term success
Company Overview