Financial Wellness & Services Professional (Remote)

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

• Educate clients on retirement, protection, and wealth-building strategies
• Conduct financial needs analyses
• Help create personalized financial plans
• Build long-term client relationships
• Utilize digital platforms to support clients
• Continue professional and industry development

We're Looking For Individuals Who Are:

• Self-motivated and coachable
• Strong communicators who enjoy helping people
• Interested in personal and professional growth
• Entrepreneurial in mindset
• Willing to obtain financial licensing (training provided)

Experience in customer service, sales, hospitality, business, or finance is helpful, but not required.

What We Offer

• Career growth and leadership opportunities
• Comprehensive training and mentorship
• Flexible, remote work environment
• Purpose-driven work helping families plan for the future

Qualifications

• Legal U.S. Resident, Citizen, or valid Work Permit with SSN
• Life Insurance License preferred
  • If not licensed, willingness to obtain within 14 - 21 days required
• Soft background check required