[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 a Remote Sales Representative & Customer Service to provide customer service, manage relationships, and engage in guided sales conversations with interested clients. Responsibilities Follow up with warm inquiries from individuals who requested information through online forms, phone calls, direct mail, or digital advertising Deliver a professional customer service experience through scheduled Zoom or phone appointments Educate clients on available options and assist with straightforward applications, often completed in 10 minutes or less Help match clients with appropriate solutions, including mortgage protection, life insurance, final expense, and retirement products Track activity accurately and follow a step-by-step process designed for remote success Skills Strong customer service skills Reliable, coachable, and motivated to build a long-term career from home No prior sales experience required Ability to follow up with warm inquiries from individuals who requested information Deliver a professional customer service experience through scheduled Zoom or phone appointments Educate clients on available options and assist with straightforward applications Help match clients with appropriate solutions, including mortgage protection, life insurance, final expense, and retirement products Track activity accurately and follow a step-by-step process designed for remote success Individuals with a customer service mindset and strong communication skills Self-starters who are comfortable working independently from home Willingness to obtain a Life Insurance License U.S. Citizens or Permanent Residents able to pass a background check Professionals with integrity, work ethic, and openness to coaching Individuals committed to personal growth and long-term success Benefits Commission-based compensation with monthly bonus opportunities Performance-based pay increases available every 2–3 months No quotas and no income ceiling Structured training and direct mentorship Clear growth and advancement opportunities Company Overview As 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