Note: The job is a remote job and is open to candidates in USA. 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
Skills
- 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
Benefits
- Commission-based compensation with monthly bonus opportunities
- Performance-based pay increases available every 2–3 months
- No quotas and no income ceiling
- Structured training and direct mentorship
- Clear growth and advancement opportunities
Company Overview
As a financial services agency, Ian Graham Agency, LLC offers mortgage protection, final expense, retirement solutions, college savings strategies, term and whole life insurance options, and debt elimination programs. It was founded in undefined, and is headquartered in Grandville, Michigan, US, with a workforce of 11-50 employees. Its website is https://iangrahamagency.com.