Background Investigation, Customer Relations, Customer Support/Service, Customer Training, Entrepreneurship, Finance, Financial Analysis, Financial Planning, Financial Services, Futures, Leadership, Legal, Licensing, Life Insurance, Mentoring, Needs Assessment, Sales, Training/Teaching, United States Citizen
Traction Forge Financial is expanding and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping families create stronger financial futures.
No prior experience is required. We provide training, mentorship, and licensing support to help you succeed.
Responsibilities
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Educate clients on retirement, protection, and wealth-building strategies
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Conduct financial needs analyses
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Help create personalized financial plans
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Build long-term client relationships
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Utilize digital platforms to support clients
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Continue professional and industry development
We're Looking For Individuals Who Are:
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Self-motivated and coachable
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Strong communicators who enjoy helping people
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Interested in personal and professional growth
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Entrepreneurial in mindset
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Willing to obtain financial licensing (training provided)
Experience in customer service, sales, hospitality, business, or finance is helpful, but not required.
What We Offer
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Career growth and leadership opportunities
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Comprehensive training and mentorship
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Flexible, remote work 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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If not licensed, willingness to obtain within 14 - 21 days required
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Soft background check required
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Traction Forge Financial