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

Summary: Ian Graham Agency, LLC is a remote financial services agency focused on mentorship, integrity, and practical training. They are seeking a Customer Service & Sales Representative to guide individuals through a consultative sales process with structured training and support.

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
- 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

Required Qualifications:
- Experience in customer service, teaching, hospitality, retail, or administrative roles
- Dependable, professional, and 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

Required Skills: Sales, Life Insurance Licensing

Benefits: Training, mentorship, and ongoing support, Structured training, mentorship, and ongoing support, Back-office support provided, Full training, tools, and back-office support provided, No cold calling, Warm leads provided — no cold calls, Skills transfer easily from customer service roles, Skills transfer easily from customer service roles, Structured onboarding and one-on-one mentorship, Guidance and support to help you obtain your Life Insurance License, Flexible scheduling, Many of our representatives begin part-time while maintaining their current job and move into full-time once they see consistent results, Performance-based increases available every 2–3 months, Commission-based compensation with monthly bonus opportunities