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

Ian Graham Agency, LLC is a remote financial services agency built on mentorship, integrity, and repeatable systems. They are seeking a Customer Service & Sales Representative to help individuals who have already requested information, providing a positive customer service experience and guiding them through simple applications.

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 follow up with individuals who requested information online, by phone, or through mail
• Ability to provide a positive customer service experience via Zoom or phone appointments
• Ability to explain coverage options clearly and help clients complete simple applications
• Ability to use a step-by-step process supported by training, scripts, and mentorship
• Ability to work independently from home while staying connected to a supportive remote team
• Individuals with strong customer service or people-facing experience
• Career-switchers seeking remote work and income growth
• Self-motivated professionals comfortable working from home
• Those open to coaching and following a proven system
• U.S. Citizens or Permanent Residents able to pass a background check