Traction Forge Financial

US·WilmingtonRemotemid

Other

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Quick Summary

Overview

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

Technical Tools

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Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future.

No previous financial industry experience is necessary. We provide training, mentorship, and licensing support to help you grow professionally and personally.

Responsibilities

~1 min read

→ Educate clients on financial protection and retirement strategies
→ Conduct financial needs assessments
→ Help clients develop personalized financial plans
→ Build strong, long-term client relationships
→ Utilize digital tools to support the client experience
→ Participate in ongoing training and professional development

Motivated and self-disciplined
Strong communicators with a passion for helping others
Entrepreneurial and growth-minded
Coachable and team-oriented
Willing to obtain financial licensing

Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.

What We Offer

~1 min read

✓Flexible remote work opportunities

✓Comprehensive training and mentorship

✓Leadership and advancement potential

✓Supportive team culture

✓Opportunity to make a meaningful impact helping families pursue financial confidence

Requirements

~1 min read

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