Coaching, Customer Experience, Customer Relations, Customer Support/Service, Customer Training, Entrepreneurship, Finance, Financial Analysis, Financial Services, Financial Strategy, Futures, Global Financial Markets, Hardware Virtualization, Leadership, Legal, Licensing, Life Insurance, Mentoring, Needs Assessment, Problem Solving Skills, Retirement Planning, Sales, Strategic Planning, Team Player, Training/Teaching, United States Citizen
At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), we are expanding our team and seeking motivated, growth-minded individuals who are passionate about helping others while building a rewarding long-term career in the financial services industry.
This opportunity is ideal for individuals who are entrepreneurial in spirit, driven by personal growth, and interested in creating meaningful impact by helping families develop stronger financial futures.
No prior financial services experience is required. We provide comprehensive training, mentorship, and licensing support to help you succeed.
What You'll Do
As a Financial Services Professional, you will work directly with individuals and families to help them create strategies designed to support long-term financial security, retirement readiness, and wealth-building goals.
Key Responsibilities
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Educate clients on financial concepts, retirement planning, and protection strategies
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Conduct financial needs analyses to better understand client goals
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Help develop personalized financial strategies tailored to each client's situation
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Recommend appropriate financial solutions based on client objectives
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Build and maintain long-term client relationships
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Utilize digital tools and virtual platforms to enhance the client experience
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Continue professional development through ongoing training and mentorship
Who We're Looking For
We are seeking individuals who are:
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Self-motivated and goal-oriented
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Entrepreneurial in mindset
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Strong communicators who enjoy helping others
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Interested in personal and professional growth
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Coachable and open to mentorship
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Comfortable working independently within a team-oriented culture
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Willing to obtain required financial licensing (training provided)
Previous experience in customer service, business, sales, leadership, hospitality, entrepreneurship, or finance is helpful but not required.
What We Offer
Career Growth Opportunities
A clear pathway toward leadership, business development, and the opportunity to build your own practice.
Comprehensive Training & Mentorship
Hands-on coaching, structured development programs, and support throughout the licensing process.
Flexible Schedule
Build your business with the flexibility to work remotely and create a schedule that fits your lifestyle.
Purpose-Driven Career
Make a meaningful difference by helping individuals and families pursue financial confidence and long-term stability.
Position Details
Position: Entry-Level Financial Services Professional
Schedule: Flexible
Location: Remote / Work From Home
Qualifications
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Must be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with SSN
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Life Insurance License preferred
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If not currently licensed, willingness to obtain licensing within 14 days is required
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Soft background check required