Remote Customer Service & Sales Representative – Career Change Opportunity (Training Provided | No Cold Calls)

Ian Graham Agency, LLC is a remote financial services agency that specializes in mortgage protection, final expense, retirement solutions, and debt elimination strategies. They are seeking a Customer Service & Sales Representative to help individuals who have requested information, providing a positive customer service experience while working independently from home.

Responsibilities:

• Follow up with individuals who requested information online, by phone, or through mail
• Provide a positive customer service experience via Zoom or phone appointments
• Explain coverage options clearly and help clients complete simple applications
• Use a step-by-step process supported by training, scripts, and mentorship
• Work independently from home while staying connected to a supportive remote team

Requirements:

• Experience in customer service, sales, education, hospitality, retail, or administrative work
• Reliability and a people-focused attitude
• Willingness to learn a new skill set with structured guidance
• Ability to work independently from home while staying connected to a supportive remote team
• Strong customer service or people-facing experience
• Self-motivated and comfortable working from home
• Openness to coaching and following a proven system
• U.S. Citizens or Permanent Residents able to pass a background check