Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services agency built on mentorship, integrity, and repeatable systems. They are seeking a Customer Service & Sales Representative to help individuals who have already requested information, providing a positive customer service experience and guiding them through simple applications.
Responsibilities
- Follow up with individuals who requested information online, by phone, or through mail
- Provide a positive customer service experience via Zoom or phone appointments
- Explain coverage options clearly and help clients complete simple applications
- Use a step-by-step process supported by training, scripts, and mentorship
- Work independently from home while staying connected to a supportive remote team
Skills
- Experience in customer service, sales, education, hospitality, retail, or administrative work
- Reliability and a people-focused attitude
- Willingness to learn a new skill set with structured guidance
- Ability to follow up with individuals who requested information online, by phone, or through mail
- Ability to provide a positive customer service experience via Zoom or phone appointments
- Ability to explain coverage options clearly and help clients complete simple applications
- Ability to use a step-by-step process supported by training, scripts, and mentorship
- Ability to work independently from home while staying connected to a supportive remote team
- Individuals with strong customer service or people-facing experience
- Career-switchers seeking remote work and income growth
- Self-motivated professionals comfortable working from home
- Those open to coaching and following a proven system
- U.S. Citizens or Permanent Residents able to pass a background check
Benefits
- Commission-based compensation with monthly bonus opportunities
- Performance-based increases available every 2–3 months
- No quotas and no cap on income
- Full-time representatives average 3–7 sales per week
- No license? We provide guidance and support to help you obtain your Life Insurance License.
- Fully remote, work-from-home environment
- Warm leads provided — no cold calling
- Structured training and one-on-one mentorship
Company Overview