Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services agency focused on mentorship and practical training. They are seeking a Customer Service & Sales Representative to guide individuals who have requested information, providing a positive customer service experience and helping clients complete applications.
Responsibilities
- Respond to warm inquiries from individuals who requested information online, by phone, or through mail
- Deliver a positive customer service experience through scheduled Zoom or phone appointments
- Educate clients on available options and help them complete straightforward applications
- Follow a step-by-step system that removes guesswork and supports long-term success
- Work remotely with full training, tools, and back-office support provided
- 5–10 hours per week on outreach and follow-ups
- 10–20 hours per week meeting with customers
- 5–10 hours per week on training, development, and administrative tasks
Skills
- Experience in customer service, teaching, hospitality, retail, or administrative roles
- Dependable, professional, and comfortable speaking with people
- Desire for a remote role with training and a clear growth path
- Self-motivated and open to coaching
- U.S. Citizen or Permanent Resident willing to complete licensing and a background check
Benefits
- Commission-based compensation with monthly bonus opportunities
- Performance-based increases available every 2–3 months
- Fully remote work with flexible scheduling
- Structured onboarding and one-on-one mentorship
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.
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