Remote Customer Service & Sales Representative (Career Change Opportunity | Training Provided | 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. This entry-level position is designed for individuals looking to transition into a new field, combining customer service and consultative conversations with interested clients.

Responsibilities:

• Following up with individuals who submitted requests through online forms, phone calls, or marketing campaigns
• Scheduling and conducting phone or Zoom appointments
• Providing clear, professional customer service throughout each interaction
• Explaining available options and assisting clients with applications
• Maintaining accurate records and following established processes
• Participating in ongoing training and development

Requirements:

• Willingness to obtain a Life Insurance License (guidance provided; licensing costs are the applicant's responsibility unless otherwise specified)
• U.S. Citizen or Permanent Resident eligible to pass a background check
• Ability to work independently in a remote setting
• Professional communication and organizational skills
• Experience in customer service, teaching, retail, hospitality, or another people-focused role
• Strong communicators who are comfortable speaking with clients
• Self-motivated individuals open to coaching and structured training