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 individuals transitioning into a customer service-driven sales role, providing structured training and support to guide clients through their inquiries and 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
- Average entry-level sale pays $600–$800
- Full-time representatives average 3–7 sales per week
- Performance-based increases available every 2–3 months
- No quotas and no income ceiling
- Work remotely with full training, tools, and back-office support provided
- Fully remote work with flexible scheduling
- Warm leads provided — no cold calls
- Structured onboarding and one-on-one mentorship
- Skills transfer easily from customer service roles
- Long-term career potential without returning to school
- We provide guidance and support to help you obtain your Life Insurance License
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.