[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.ResponsibilitiesFollow up with warm inquiries from individuals who requested information through online forms, phone calls, direct mail, or digital advertisingDeliver a professional customer service experience through scheduled Zoom or phone appointmentsEducate clients on available options and assist with straightforward applications, often completed in 10 minutes or lessHelp match clients with appropriate solutions, including mortgage protection, life insurance, final expense, and retirement productsTrack activity accurately and follow a step-by-step process designed for remote successTypical 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 developmentSkillsStrong customer service skillsReliable and coachableMotivated to build a long-term career from homeComfortable working independently from homeWilling to obtain a Life Insurance License (guidance and support provided)U.S. Citizens or Permanent Residents able to pass a background checkProfessionals with integrity, work ethic, and openness to coachingIndividuals committed to personal growth and long-term successBenefits100% commission-based compensation with monthly bonus opportunitiesPerformance-based pay increases available every 2–3 monthsNo quotas and no income ceilingCompany 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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