[Remote] Remote Customer Service & Sales Representative (Career Change Opportunity | Training Provided | No Cold Calling)
Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services organization that provides mortgage protection, final expense, life insurance, and retirement solutions to families nationwide. This entry-level position is designed for individuals transitioning into a new field, offering structured training and mentorship while combining customer service with consultative conversations.ResponsibilitiesFollowing up with individuals who submitted requests through online forms, phone calls, or marketing campaignsScheduling and conducting phone or Zoom appointmentsProviding clear, professional customer service throughout each interactionExplaining available options and assisting clients with applicationsMaintaining accurate records and following established processesParticipating in ongoing training and developmentSkillsWillingness to obtain a Life Insurance License (guidance provided; licensing costs are the applicant's responsibility unless otherwise specified)U.S. Citizen or Permanent Resident eligible to pass a background checkAbility to work independently in a remote settingProfessional communication and organizational skillsExperience in customer service, teaching, retail, hospitality, or another people-focused roleStrong communicators who are comfortable speaking with clientsSelf-motivated individuals open to coaching and structured trainingBenefitsMonthly performance-based bonus opportunitiesFlexible scheduling (part-time or full-time)Fully remote work environmentStructured onboarding and mentorshipOpportunity to build income based on performanceOnboarding, systems training, and ongoing mentorship to support your transitionCompany OverviewAs a financial services agency, Ian Graham Agency, LLC offers mortgage protection, final expense, retirement solutions, college savings strategies, term and whole life insurance options, and debt elimination programs. It was founded in undefined, and is headquartered in Grandville, Michigan, US, with a workforce of 11-50 employees. Its website is https://iangrahamagency.com.