Note: The job is a remote job and is open to candidates in USA. Ian Graham Agency, LLC is a remote financial services organization focused on mentorship and integrity. They are seeking an entry-level Customer Service & Sales Associate to provide customer service and consultation to warm prospects, assisting them with various financial solutions.
Responsibilities
- Contact warm prospects who submitted requests through online forms, phone calls, direct mail, or digital advertising
- Deliver a professional customer service experience through scheduled Zoom or phone appointments
- Explain available options clearly and assist clients with simple applications, many completed in under 10 minutes
- Help align clients with appropriate solutions, including mortgage protection, life insurance, final expense, and retirement planning options
- Follow documented processes and maintain accurate records in a remote work environment
- 5–10 hours per week on follow-up calls and confirmations
- 10–20 hours per week conducting customer appointments
- 5–10 hours per week on training, administrative work, and skill development
Skills
- Customer service–focused individuals with strong communication skills
- Self-motivated professionals comfortable working remotely
- Candidates willing to obtain a Life Insurance License (guidance provided)
- U.S. Citizens or Permanent Residents able to pass a background check
- Individuals with integrity, coachability, and a growth mindset
Benefits
- 100% commission-based compensation with monthly performance bonuses
- Performance-based pay increases available every 2–3 months
- No quotas, no income cap
- Step-by-step training and one-on-one mentorship
- Clear advancement opportunities
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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