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

Ian Graham Agency, LLC is a remote financial services agency focused on mentorship and integrity. They are seeking a motivated individual for an entry-level customer service and sales role, which involves responding to warm customer inquiries and guiding clients through simple applications.

Responsibilities:

• Respond to warm customer inquiries from individuals who have filled out online forms, called a toll-free number, or requested information through direct mail or digital ads
• Provide high-quality customer service by scheduling and conducting phone or Zoom appointments
• Help clients understand their options and guide them through simple applications, many completed in 10 minutes or less
• Match customers with appropriate solutions such as mortgage protection, life insurance, final expense coverage, and retirement options
• Maintain accurate records and follow a proven process designed for success in a remote setting

Requirements:

• Strong in customer service
• Enjoy helping people
• Dependable
• Coachable
• Motivated to grow
• No prior sales experience required
• Ability to respond to warm customer inquiries
• Provide high-quality customer service
• Schedule and conduct phone or Zoom appointments
• Help clients understand their options and guide them through simple applications
• Maintain accurate records
• Self-motivated and comfortable working remotely
• Willing to obtain a Life Insurance License
• U.S. Citizen or Permanent Resident able to pass a background check
• Strong work ethic
• Integrity
• Willingness to follow a proven system
• Open to coaching
• Committed to personal and professional growth