Ian Graham Agency, LLC · 3 hours ago
Remote Customer Service & Sales Representative (Entry Level | Training Provided | No Cold Calls)
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $300K/yrIan 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 assist clients in understanding their options for various financial products.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Ian Graham
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
Qualification
Required
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
Ian Graham Agency, LLC
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.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase