Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services agency focused on mentorship and integrity. They are seeking an entry-level Customer Service & Sales Representative to provide high-quality customer service and guide clients through simple applications for various financial products.
Responsibilities
- Respond to warm customer inquiries from individuals who have filled out online forms, called a toll-free number, or requested information through direct mail or digital ads
- Provide high-quality customer service by scheduling and conducting phone or Zoom appointments
- Help clients understand their options and guide them through simple applications, many completed in 10 minutes or less
- Match customers with appropriate solutions such as mortgage protection, life insurance, final expense coverage, and retirement options
- Maintain accurate records and follow a proven process designed for success in a remote setting
- Full-time representatives typically spend:
- 5–10 hours per week on phone outreach and follow-ups
- 10–20 hours per week in customer appointments
- 5–10 hours per week on training, administration, and development
Skills
- Customer service–oriented individuals who communicate professionally and clearly
- Self-motivated and comfortable working remotely
- Willing to obtain a Life Insurance License (we provide guidance and support)
- U.S. Citizen or Permanent Resident able to pass a background check
- Strong work ethic, integrity, and willingness to follow a proven system
- Open to coaching and committed to personal and professional growth
Benefits
- Comprehensive training and mentorship
- Clear advancement opportunities
- Supportive, team-based culture focused on long-term success
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 https://iangrahamagency.com.
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