Ian Graham Agency, LLC · 1 day ago
Remote Customer Service & Sales Representative (Entry Level | Training | No Cold Calls)
United States
Full-time
Remote
New Grad, Entry Level
$600/mo - $800/moIan Graham Agency, LLC is a fully remote financial services agency built on mentorship, integrity, and proven systems. The role involves providing customer service and sales support to clients, assisting them with various financial products, and following a structured process for remote success.
Financial Services
No H1B
Hiring Manager
Ian Graham
Responsibilities
Follow up with warm inquiries from individuals who requested information through online forms, phone calls, direct mail, or digital advertising
Deliver a professional customer service experience through scheduled Zoom or phone appointments
Educate clients on available options and assist with straightforward applications, often completed in 10 minutes or less
Help match clients with appropriate solutions, including mortgage protection, life insurance, final expense, and retirement products
Track activity accurately and follow a step-by-step process designed for remote success
Typical full-time schedules include: 5–10 hours per week on phone follow-ups and confirmations, 10–20 hours per week meeting with clients, 5–10 hours per week dedicated to training, administrative work, and professional development
Qualification
Required
Strong customer service skills
Reliable and coachable
Motivated to build a long-term career from home
Comfortable working independently from home
Willing to obtain a Life Insurance License (guidance and support provided)
U.S. Citizens or Permanent Residents able to pass a background check
Professionals with integrity, work ethic, and openness to coaching
Individuals committed to personal growth and long-term success
Benefits
100% commission-based compensation with monthly bonus opportunities
Performance-based pay increases available every 2–3 months
No quotas and no income ceiling
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