[Remote] Remote Customer Service & Sales Representative – Career Transition Opportunity (Training Provided)

Remote Full-time
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 practical training. They are seeking a Customer Service & Sales Representative to guide individuals who have requested information, providing a positive customer service experience and helping clients complete applications.ResponsibilitiesRespond to warm inquiries from individuals who requested information online, by phone, or through mailDeliver a positive customer service experience through scheduled Zoom or phone appointmentsEducate clients on available options and help them complete straightforward applicationsFollow a step-by-step system that removes guesswork and supports long-term successWork remotely with full training, tools, and back-office support provided5–10 hours per week on outreach and follow-ups10–20 hours per week meeting with customers5–10 hours per week on training, development, and administrative tasksSkillsExperience in customer service, teaching, hospitality, retail, or administrative rolesDependable, professional, and comfortable speaking with peopleDesire for a remote role with training and a clear growth pathSelf-motivated and open to coachingU.S. Citizen or Permanent Resident willing to complete licensing and a background checkBenefitsCommission-based compensation with monthly bonus opportunitiesPerformance-based increases available every 2–3 monthsFully remote work with flexible schedulingStructured onboarding and one-on-one mentorshipCompany 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.



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