Traction Forge Financial

US·San JoseRemotemid

Other

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Quick Summary

Overview

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated,

Technical Tools

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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.

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