Financial Independence Coach [Remote]

Part-time

Traction Forge Financial

Remote job

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

Educate clients on financial concepts, retirement planning, and protection strategies
Conduct financial needs analyses to better understand client goals
Help develop personalized financial strategies tailored to each client's situation
Recommend appropriate financial solutions based on client objectives
Build and maintain long-term client relationships
Utilize digital tools and virtual platforms to enhance the client experience
Continue professional development through ongoing training and mentorship

Who We're Looking For

We are seeking individuals who are:

Self-motivated and goal-oriented
Entrepreneurial in mindset
Strong communicators who enjoy helping others
Interested in personal and professional growth
Coachable and open to mentorship
Comfortable working independently within a team-oriented culture
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

Must be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with SSN
Life Insurance License preferred
- If not currently licensed, willingness to obtain licensing within 14 days is required
Soft background check required

Apply

Vacancy posted 7 days ago

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