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 integrity, offering a flexible career path for individuals looking to transition into customer service roles. The Customer Service Representative will assist clients who have requested information, providing a positive experience through structured guidance and support while working remotely.
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
- 5–10 hours per week on phone follow-ups and confirmations
- 10–20 hours per week meeting with customers
- 5–10 hours per week on training, development, and administrative tasks
Skills
- 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 professionals comfortable working from home
- Openness to coaching and following a proven system
- U.S. Citizens or Permanent Residents able to pass a background check
Benefits
- Commission-based compensation with monthly bonus opportunities
- Performance-based increases available every 2–3 months
- No quotas and no cap on income
- Fully remote, work-from-home environment
- Warm leads provided — no cold calling
- Structured training and one-on-one mentorship
- Opportunity to build a long-term career without returning to school
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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