[Remote] Remote Customer Service & Sales Representative – Career Transition Opportunity (Training Provided)
Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services agency focused on mentorship and training. They are seeking a Customer Service & Sales Representative to guide individuals through the sales process, responding to warm inquiries and providing a positive customer service experience.
Responsibilities
- Respond to warm inquiries from individuals who requested information online, by phone, or through mail
- Deliver a positive customer service experience through scheduled Zoom or phone appointments
- Educate clients on available options and help them complete straightforward applications
- Follow a step-by-step system that removes guesswork and supports long-term success
- Work remotely with full training, tools, and back-office support provided
- Full-time schedules typically include: 5–10 hours per week on outreach and follow-ups, 10–20 hours per week meeting with customers, 5–10 hours per week on training, development, and administrative tasks
Skills
- Experience in customer service, teaching, hospitality, retail, or administrative roles
- Dependable and professional
- Comfortable speaking with people
- Desire for a remote role with training and a clear growth path
- Self-motivated and open to coaching
- U.S. Citizen or Permanent Resident willing to complete licensing and a background check
Benefits
- Commission-based compensation with monthly bonus opportunities
- Performance-based increases available every 2–3 months
- Structured onboarding and one-on-one mentorship
- We provide guidance and support to help you obtain your Life Insurance License
Company Overview