Quick Summary
Overview
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated,
Technical Tools
Other
No prior financial services experience is required. We provide training, mentorship, and licensing support to help qualified individuals succeed.
Responsibilities
~1 min read- → 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
- 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
~1 min read✓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
Requirements
~1 min read- 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
Location & Eligibility
Where is the job
San Diego, US
Remote within one country
Listing Details
- Posted
- April 14, 2026
- First seen
- September 27, 2026
- Last seen
- September 28, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 22%
- Scored at
- September 28, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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