Emerging Financial Services Professional (Remote)

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures.

No prior financial services experience is required. We provide training, mentorship, and licensing support to help qualified individuals succeed. What You'll Do

Educate clients on retirement and financial protection strategies

Conduct financial needs analyses

Help create personalized financial plans

Build long-term client relationships

Utilize digital tools to support the client experience

Participate in ongoing professional development and training

We're Looking For Individuals Who Are:

Self-motivated and growth-oriented

Strong communicators who enjoy helping others

Coachable and open to mentorship

Entrepreneurial in mindset

Willing to obtain financial licensing (training provided)

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

Flexible remote work environment

Comprehensive training and mentorship

Career growth and leadership opportunities

The ability to build a long-term professional career

Purpose-driven work helping families pursue financial confidence

Qualifications

Legal U.S. Resident, Citizen, or valid Work Permit with SSN

Life Insurance License preferred If not licensed, willingness to obtain within 14 days required

Soft background check required