Remote Customer Service & Sales Representative (Entry Level | Flexible Schedule | No Cold Calling)

Ian Graham Agency, LLC is a remote financial services organization that provides mortgage protection, final expense, life insurance, and retirement solutions to families nationwide. They are hiring entry-level representatives to blend customer service and consultative sales with individuals who have already requested information.

Responsibilities:

• Following up with individuals who submitted online requests or responded to marketing campaigns
• Scheduling and conducting phone or Zoom appointments
• Providing clear, professional customer service during each interaction
• Explaining available coverage options and assisting with applications
• Maintaining accurate records and participating in ongoing training

Requirements:

• Customer service or client-facing experience preferred
• Strong communication skills
• Self-motivated and comfortable working remotely
• Willingness to obtain a Life Insurance License (licensing guidance provided; associated costs are the applicant's responsibility unless otherwise specified)
• U.S. Citizen or Permanent Resident eligible to pass a background check
• Professional demeanor and willingness to follow established processes