[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 guide clients through simple applications 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