[Remote] Remote Customer Service & Sales Representative (Career Change Opportunity | Training Provided | No Cold Calling)
Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services organization that provides mortgage protection, final expense, life insurance, and retirement solutions to families nationwide. This entry-level position is designed for individuals transitioning into a new field, offering structured training and mentorship while combining customer service with consultative conversations.
Responsibilities
- Following up with individuals who submitted requests through online forms, phone calls, or marketing campaigns
- Scheduling and conducting phone or Zoom appointments
- Providing clear, professional customer service throughout each interaction
- Explaining available options and assisting clients with applications
- Maintaining accurate records and following established processes
- Participating in ongoing training and development
Skills
- Willingness to obtain a Life Insurance License (guidance provided; licensing costs are the applicant's responsibility unless otherwise specified)
- U.S. Citizen or Permanent Resident eligible to pass a background check
- Ability to work independently in a remote setting
- Professional communication and organizational skills
- Experience in customer service, teaching, retail, hospitality, or another people-focused role
- Strong communicators who are comfortable speaking with clients
- Self-motivated individuals open to coaching and structured training
Benefits
- Monthly performance-based bonus opportunities
- Flexible scheduling (part-time or full-time)
- Fully remote work environment
- Structured onboarding and mentorship
- Opportunity to build income based on performance
- Onboarding, systems training, and ongoing mentorship to support your transition
Company Overview