Want to know if you’re a fit? Upload your resume and let our AI show you.
Skills
Background Investigationunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Develop and Maintain Customersunmatched
Entrepreneurshipunmatched
Financeunmatched
Financial Analysisunmatched
Financial Planningunmatched
Financial Servicesunmatched
Futuresunmatched
Games Programmingunmatched
Global Financial Marketsunmatched
Leadershipunmatched
Legalunmatched
Licensingunmatched
Life Insuranceunmatched
Mentoringunmatched
Needs Assessmentunmatched
Salesunmatched
Training/Teachingunmatched
United States Citizenunmatched
Description
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
Educate clients on retirement and wealth protection strategies
Conduct financial needs analyses
Develop personalized financial game plans
Build and maintain client relationships
Utilize digital platforms to support clients
Continue ongoing professional development
Ideal Candidates
Motivated and self-driven
Strong communicators who enjoy helping people
Coachable and growth-oriented
Entrepreneurial in mindset
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
Flexible remote schedule
Comprehensive training and mentorship
Leadership and advancement opportunities
A supportive team 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
Willingness to obtain licensing within 14 days if not currently licensed