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 a Remote Sales Representative & Customer Service to provide customer service, manage relationships, and engage in guided sales conversations with interested clients.

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

Requirements:

• Strong customer service skills
• Reliable, coachable, and motivated to build a long-term career from home
• No prior sales experience required
• 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
• Individuals with a customer service mindset and strong communication skills
• 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