Financial Wellness & Services Strategist
Part-time
Traction Forge Financial
Role Description
- 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
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
- Soft background check required
Requirements
- 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.
Benefits
- Flexible remote schedule
- Comprehensive training and mentorship
- Leadership and advancement opportunities
- A supportive team environment
- Purpose-driven work helping families plan for the future
Vacancy posted 7 days ago
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