Background Investigation, Customer Relations, Customer Support/Service, Customer Training, Develop and Maintain Customers, Entrepreneurship, Finance, Financial Analysis, Financial Planning, Financial Services, Futures, Games Programming, Global Financial Markets, Leadership, Legal, Licensing, Life Insurance, Mentoring, Needs Assessment, Sales, Training/Teaching, United States Citizen
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures.
No prior industry experience is required. We provide training, mentorship, and licensing support for qualified candidates.
Responsibilities
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Educate clients on retirement and wealth protection strategies
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Conduct financial needs analyses
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Develop personalized financial game plans
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Build and maintain client relationships
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Utilize digital platforms to support clients
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Continue ongoing professional development
Ideal Candidates
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Motivated and self-driven
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Strong communicators who enjoy helping people
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Coachable and growth-oriented
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Entrepreneurial in mindset
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Willing to obtain financial licensing
Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.
What We Offer
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Flexible remote schedule
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Comprehensive training and mentorship
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Leadership and advancement opportunities
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A supportive team environment
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Purpose-driven work helping families plan for the future
Qualifications
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Legal U.S. Resident, Citizen, or valid Work Permit with SSN
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Life Insurance License preferred
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Willingness to obtain licensing within 14 days if not currently licensed
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Soft background check required
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Traction Forge Financial