Remote Customer Service & Sales Representative (No Cold Calling | Training Provided)

Ian Graham Agency, LLC is a remote financial services organization focused on providing mortgage protection, final expense, life insurance, retirement solutions, and debt elimination strategies to families across the United States. The role combines customer service and consultative sales, with representatives engaging with clients who have shown interest in their services.

Responsibilities:

• Following up with individuals who submitted requests through online forms, inbound calls, or direct mail campaigns
• Scheduling and conducting phone or Zoom appointments
• Providing clear explanations of available coverage options
• Assisting clients with applications in accordance with company guidelines
• Maintaining accurate documentation and activity records
• Participating in ongoing training and development sessions

Requirements:

• Strong verbal communication skills
• Comfortable working independently in a remote environment
• Willingness to obtain a Life Insurance License (guidance provided; licensing costs are the responsibility of the applicant unless otherwise stated)
• U.S. Citizen or Permanent Resident eligible to pass a background check
• Professionalism, integrity, and willingness to follow established processes
• Customer service or client-facing experience preferred