Traction Forge Financial

US·PhoenixRemotemid

Other

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Quick Summary

Key Responsibilities

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.

Requirements Summary

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

Technical Tools

Other

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.

Responsibilities

~1 min read

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.

→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.