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

Ian Graham Agency, LLC; United States; Remote; USD 40,000 - 94,000; Full time

Benefits offered by this job

Remote work

Mentorship program

Structured onboarding

Job summary

Ian Graham Agency, LLC is a remote financial services organization offering mortgage protection, final expense, life insurance, and retirement solutions. This entry-level, part-time role provides onboarding and mentorship, with potential progression to full-time hours (30–40 per week) based on availability and performance.

No prior sales or insurance experience is required, as onboarding and systems training are provided.

Qualifications

• Willingness to obtain Life Insurance License
• U.S. Citizen or Permanent Resident eligible for background check
• Ability to work independently in a remote setting
• Professional communication and organizational skills

Responsibilities

• Follow up with individuals who submitted requests through online forms, phone calls, or marketing campaigns
• Schedule and conduct phone or Zoom appointments
• Provide clear, professional customer service throughout each interaction
• Explain available options and assist clients with applications
• Maintain accurate records and follow established processes
• Participate in ongoing training and development

Skills

Customer service experience

Teaching experience

Retail experience

Hospitality experience

Strong communication

Job description

If you’re considering a career change and have experience in customer service, teaching, retail, hospitality, or another people-focused role, this remote opportunity offers a structured path into a new field.

This entry-level position is designed for individuals who are dependable, professional, and open to learning a new skill set. You can begin part-time while completing training and transition into full-time hours (30–40 per week) based on your availability and performance.

No prior sales or insurance experience is required. We provide onboarding, systems training, and ongoing mentorship to support your transition.

What You’ll Do

This role combines customer service and consultative conversations with individuals who have already requested information.

Responsibilities include:

• Following up with individuals who submitted requests through online forms, phone calls, or marketing campaigns
• Scheduling and conducting phone or Zoom appointments
• Providing clear, professional customer service throughout each interaction
• Explaining available options and assisting clients with applications
• Maintaining accurate records and following established processes
• Participating in ongoing training and development

There is no cold calling. You will be working with individuals who have expressed interest.

Compensation & Structure

• Commission-based compensation
• Monthly performance-based bonus opportunities
• Flexible scheduling (part-time or full-time)

Entry-level commissions commonly range from $600–$800 per issued sale based on current carrier contracts. Earnings are not guaranteed and vary based on individual performance.

This is a 1099 independent contractor opportunity.

Who This Role Is For

• Individuals transitioning from customer service, education, retail, hospitality, or administrative roles
• Professionals seeking a remote work environment with flexible scheduling
• Strong communicators who are comfortable speaking with clients
• Self-motivated individuals open to coaching and structured training

Basic Requirements

• Willingness to obtain a Life Insurance License (guidance provided; licensing costs are the applicant’s responsibility unless otherwise specified)
• U.S. Citizen or Permanent Resident eligible to pass a background check
• Ability to work independently in a remote setting
• Professional communication and organizational skills

Why Candidates Transition Into This Role

• Fully remote work environment
• Inbound interest — no cold outreach
• Structured onboarding and mentorship
• Opportunity to build income based on performance

About the Company

Ian Graham Agency, LLC is a remote financial services organization that provides mortgage protection, final expense, life insurance, and retirement solutions to families nationwide. The company operates with a mentorship-based model and provides training, systems, and operational support to individuals entering the industry from a wide range of professional backgrounds.