Ian Graham Agency, LLC · 6 hours ago
Remote Customer Service Representative – Career Change Opportunity (Training Provided | No Cold Calls)
Ian Graham Agency, LLC is a remote financial services agency built on mentorship and integrity, specializing in various financial solutions. They are seeking a Customer Service Representative to assist individuals who have requested information, providing a positive customer service experience and helping clients with applications in a structured remote environment.
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
Qualification
Required
Experience in customer service, sales, education, hospitality, retail, or administrative work
Reliability and a people-focused attitude
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 and comfortable working from home
Openness 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
Structured training and one-on-one mentorship
Warm leads provided — no cold calling
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.
Funding
Current Stage
Early StageCompany data provided by crunchbase