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