Remote Customer Service & Sales… at Ian Graham… · Remote

Summary: Ian Graham Agency, LLC is a remote financial services organization that provides mortgage protection, final expense, life insurance, and retirement solutions to families nationwide. This entry-level position is designed for individuals transitioning from customer service or people-focused roles, offering a structured path into sales and customer service with comprehensive training and support.

Responsibilities:
- Following up with individuals who submitted requests through online forms, phone calls, or marketing campaigns
- Scheduling and conducting phone or Zoom appointments
- Providing clear, professional customer service throughout each interaction
- Explaining available options and assisting clients with applications
- Maintaining accurate records and following established processes
- Participating in ongoing training and development

Required Qualifications:
- Willingness to obtain a Life Insurance License (guidance provided; licensing costs are the applicant's responsibility unless otherwise specified)
- U.S. Citizen or Permanent Resident eligible to pass a background check
- Ability to work independently in a remote setting
- Professional communication and organizational skills

Required Skills: Life Insurance License

Benefits: Monthly performance-based bonus opportunities, Flexible scheduling (part-time or full-time), Flexible schedule options, No required quotas, No cold calling, Structured onboarding and mentorship, We provide onboarding, systems training, and ongoing mentorship, Ongoing training and development, Training Provided