[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