Ian Graham Agency, LLC · 12 hours ago
Remote Customer Service & Sales Representative – Career Change Opportunity (Training Provided | No Cold Calls)
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $300K/yrIan Graham Agency, LLC is a fully remote financial services agency built on mentorship, integrity, and proven systems. This entry-level role offers a clear path to professional and financial growth through customer service and guided sales conversations with interested clients.
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
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
Enjoy working directly with people
Reliable
Coachable
Motivated to build a long-term career from home
Self-starters who are 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
Monthly bonus opportunities
Performance-based pay increases available every 2–3 months
Structured training and direct mentorship
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