Remote Sales Representative & Customer Service (Entry Level | Training | No Cold Calls)

Ian Graham Agency, LLC is a fully remote financial services agency focused on mentorship and integrity. They are seeking an entry-level Sales Representative & Customer Service professional who will engage with warm leads and provide customer service while helping clients with mortgage protection, life insurance, and retirement products.

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

Requirements:

• Strong customer service skills
• Reliable, coachable, and motivated to build a long-term career from home
• Ability to follow up with warm inquiries from individuals who requested information
• Deliver a professional customer service experience through scheduled Zoom or phone appointments
• Educate clients on available options and assist with straightforward applications
• 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
• Self-starters who are comfortable working independently from home
• Willingness to obtain a Life Insurance License (guidance and support provided)
• 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