Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a fully remote financial services agency built on mentorship, integrity, and proven systems. They are seeking an entry-level Remote Sale Representative & Customer Service professional who will engage with customers, provide support, and assist with straightforward applications in a fully remote environment.
Responsibilities
- Follow up with warm inquiries from individuals who requested information through online forms, phone calls, direct mail, or digital advertising
- Deliver a professional customer service experience through scheduled Zoom or phone appointments
- Educate clients on available options and assist with straightforward applications, often completed in 10 minutes or less
- Help match clients with appropriate solutions, including mortgage protection, life insurance, final expense, and retirement products
- Track activity accurately and follow a step-by-step process designed for remote success
- 5–10 hours per week on phone follow-ups and confirmations
- 10–20 hours per week meeting with clients
- 5–10 hours per week dedicated to training, administrative work, and professional development
Skills
- Strong customer service skills
- Reliable and coachable
- Motivated to build a long-term career from home
- Ability to follow up with warm inquiries
- Deliver a professional customer service experience
- Educate clients on available options
- Assist with straightforward applications
- Track activity accurately
- Self-starters who are comfortable working independently from home
- Willingness to obtain a Life Insurance License
- U.S. Citizens or Permanent Residents able to pass a background check
- Professionals with integrity, work ethic, and openness to coaching
- Individuals committed to personal growth and long-term success
Benefits
- 100% commission-based compensation with monthly bonus opportunities
- Performance-based pay increases available every 2–3 months
- No quotas and no income ceiling
- Structured training and direct mentorship
- Clear growth and advancement opportunities
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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