[Remote] Remote Sales Representative & Customer Service (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 focused on mentorship and integrity. They are seeking an entry-level Sales Representative & Customer Service professional who will engage with clients, follow up on inquiries, and provide exceptional customer service while assisting with financial products.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 successSkillsStrong customer service skillsReliableCoachableMotivated to build a long-term career from homeNo prior sales experience requiredAbility to follow up with warm inquiriesDeliver a professional customer service experienceEducate clients on available optionsAssist with straightforward applicationsHelp match clients with appropriate solutionsTrack activity accuratelySelf-starters who are comfortable working independently from homeWilling to obtain a Life Insurance LicenseU.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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