Ian Graham Agency, LLC · 1 day ago
Remote Customer Service & Sales Representative (No Cold Calling | Training Provided)
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $300K/yrIan Graham Agency, LLC is a remote financial services organization focused on providing mortgage protection, final expense, life insurance, retirement solutions, and debt elimination strategies to families across the United States. The role combines customer service and consultative sales, with representatives engaging with clients who have shown interest in their services.
Financial Services
No H1B
Hiring Manager
Ian Graham
Responsibilities
Following up with individuals who submitted requests through online forms, inbound calls, or direct mail campaigns
Scheduling and conducting phone or Zoom appointments
Providing clear explanations of available coverage options
Assisting clients with applications in accordance with company guidelines
Maintaining accurate documentation and activity records
Participating in ongoing training and development sessions
Qualification
Required
Strong verbal communication skills
Comfortable working independently in a remote environment
Willingness to obtain a Life Insurance License (guidance provided; licensing costs are the responsibility of the applicant unless otherwise stated)
U.S. Citizen or Permanent Resident eligible to pass a background check
Professionalism, integrity, and willingness to follow established processes
Preferred
Customer service or client-facing experience preferred
Benefits
Commission-based compensation
Monthly bonus opportunities based on performance
Flexible scheduling options (part-time or full-time)
Structured training and mentorship
Performance-based advancement opportunities
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