Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures.
No prior financial services experience is required. We provide training, mentorship, and licensing support to help qualified individuals succeed.
What You'll Do
Educate clients on retirement and financial protection strategies
Conduct financial needs analyses
Help create personalized financial plans
Build long-term client relationships
Utilize digital tools to support the client experience
Participate in ongoing professional development and training
We're Looking For Individuals Who Are:
Self-motivated and growth-oriented
Strong communicators who enjoy helping others
Coachable and open to mentorship
Entrepreneurial in mindset
Willing to obtain financial licensing (training provided)
Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
What We Offer
Flexible remote work environment
Comprehensive training and mentorship
Career growth and leadership opportunities
The ability to build a long-term professional career
Purpose-driven work helping families pursue financial confidence
Qualifications
Legal U.S. Resident, Citizen, or valid Work Permit with SSN
Life Insurance License preferred
If not licensed, willingness to obtain within 14 days required
Soft background check required
Numbers & Facts
Location
San Jose, CA (Remote)
Want to know if you’re a fit? Upload your resume and let our AI show you.
Skills
Background Investigationunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Service Toolsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Entrepreneurshipunmatched
Financeunmatched
Financial Analysisunmatched
Financial Planningunmatched
Financial Servicesunmatched
Financial Strategyunmatched
Futuresunmatched
Global Financial Marketsunmatched
Leadershipunmatched
Legalunmatched
Licensingunmatched
Life Insuranceunmatched
Mentoringunmatched
Needs Assessmentunmatched
Salesunmatched
Training/Teachingunmatched
United States Citizenunmatched
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