Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services agency built on mentorship and integrity, specializing in various financial solutions. They are seeking a Customer Service Representative to assist individuals who have requested information, providing a positive customer service experience and helping clients with applications in a structured remote environment.
Responsibilities
- Follow up with individuals who requested information online, by phone, or through mail
- Provide a positive customer service experience via Zoom or phone appointments
- Explain coverage options clearly and help clients complete simple applications
- Use a step-by-step process supported by training, scripts, and mentorship
- Work independently from home while staying connected to a supportive remote team
Skills
- Experience in customer service, sales, education, hospitality, retail, or administrative work
- Reliability and a people-focused attitude
- Willingness to learn a new skill set with structured guidance
- Ability to work independently from home
- Strong customer service or people-facing experience
- Self-motivated and comfortable working from home
- Openness to coaching and following a proven system
- U.S. Citizens or Permanent Residents able to pass a background check
Benefits
- Commission-based compensation with monthly bonus opportunities
- Performance-based increases available every 2–3 months
- No quotas and no cap on income
- Structured training and one-on-one mentorship
- Warm leads provided — no cold calling
Company Overview
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. It was founded in undefined, and is headquartered in Grandville, Michigan, US, with a workforce of 11-50 employees. Its website is https://iangrahamagency.com.
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