Financial Education Specialist
Traction Forge Financial
We at Traction Forge Financial ( utilizing the services of GFI) are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future.
This is an opportunity to learn the industry, develop professional skills, and build your own client base within a supportive team environment. No prior financial services experience is required - we provide training, mentorship, and licensing support. What You'll Do: As a Financial Services Professional, you'll work directly with individuals and families to help them develop strategies for retirement, protection, and long-term financial stability. Responsibilities include:- Educating clients on retirement planning and wealth protection strategies
- Conducting financial needs analyses
- Recommending appropriate financial solutions based on client goals
- Building long-term relationships with clients
- Creating personalized financial strategies
- Utilizing digital platforms to support the client experience
- Continuing professional development and industry education
- Motivated and self-driven
- Entrepreneurial in mindset
- Strong communicators who enjoy helping people
- Interested in personal and professional growth
- Coachable and open to mentorship
- Willing to obtain financial licensing (training provided)
- Prior experience in finance, sales, business, customer service, or entrepreneurship is helpful but not required.
- Career Development -
- Comprehensive Training -
- Flexible Schedule -
- Purpose-Driven Work -
Help families build stronger financial futures while developing your own professional career. Job Details Position: Entry-Level Financial Services Professional Schedule: Flexible Work Location: Remote / Work From Home Application Qualifications: Do you have a Life Insurance license? If no, are you willing to get one within 14 days? Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required
Vacancy posted 1 day ago
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