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Remote Entry Level Financial Service Representative


IM-Financial is seeking a highly motivated and detail-oriented Entry Level Financial Services Representative. This individual will be responsible for empowering customers and shall help prospective customers by EDUCATING them about our financial services by using our WORLD-CLASS TRAINING AND TECHNOLOGY.



  • Training: As Benjamin Franklin once said: “Tell me and I forget, teach me and I may remember, involve me and I learn.” Here at IM-Financial, we won’t tell you how to perform your job duties but we will show you how to thrive in this industry.

  • Knowledge based consultative: empowering customers by educating (NOT SELLING) them is the key for this role, because education leads to empowerment. Empowerment leads to action. We live by these words every day, which is why our primary focus is always on client education.


Here at IM-Financial, investing in you is central to our success, so we will provide THE BEST TRAINING AND TECHNOLOGY for you to flourish in this industry. The work we do impacts innumerable families and businesses, which is why we are dedicated to learning, sharing our knowledge, and teaching others because we believe as Jim Rohn once said: “SHE/HE WHO SERVES THE MOST, REAPS THE MOST.”

Job Requirements:

You will be required to work from home and/or remotely in this role. Therefor you will be required to have access to the following in order to perform your duties:

  • Internet Service Provider at home (no public Wi-Fi)

  • Sufficient room to set up a laptop, monitor, keyboard and mouse

  • Quiet, private and SECURE space in which to work


  • Great interpersonal and communication skills

  • Problem solver and ability to think quickly

  • Professional appearance

  • Organized and reliable

  • A willingness to learn

  • Results driven attitude


  • Self-Motivated


  • Recession proof industry- we are not affected by the economy.

  • Customer Service Skills: The customer is always right. You will need to be able speak to customers and potential customers, listening to their needs and custom-tailoring the plan to the clients specific needs.

  • Persistence: Not every customer is going to be a sale. If selected you MUST HAVE DRIVE AND AMBITION.

Submit your resume by email to:

*All qualified applicants will receive consideration for opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

*Covid-19 considerations:

We are well prepared to conduct business remotely in this unprecedented time by using our "Cloud Based Technology”. Our business model is knowledge based; therefore all of our team members will receive proper hands on training.

You may upload your resume here 
Upload your resume (Document)

Thank you for your inquiry; Our hiring managers will contact you with more information!

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