Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services agency that specializes in mortgage protection, final expense, retirement solutions, and debt elimination strategies. They are seeking a Customer Service & Sales Representative to help individuals who have requested information, providing a positive customer service experience while working independently from home.
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
- Reliable and people-focused
- Willingness to learn a new skill set with structured guidance
- Ability to work independently from home
- Strong customer service or people-facing experience
- Self-motivated professionals comfortable working from home
- 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