Ian Graham Agency, LLC · 6 hours ago
Remote Customer Service Representative – Career Change Opportunity (Training Provided | No Cold Calls)
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
Qualification
Required
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
Ian Graham Agency, LLC
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.
Funding
Current Stage
Early StageCompany data provided by crunchbase