Financial Wellness & Services Professional

Traction Forge Financial

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

Apply

Vacancy posted 2 days ago

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