Entry-Level Financial Educator & Planner - Lexington

 Posted 4 hours ago
     
0-2 years experience
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AI Summary

Build and grow client relationships by educating them on retirement, protection, and wealth strategies. Conduct financial needs analyses and utilize digital tools to manage and expand the business.

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for driven, competitive individuals ready to build a real career—not just take a job.

If you’re motivated, coachable, and want control over your income and growth, this is your opportunity to break into the financial services industry and make an impact.

No experience? We provide the training, mentorship, and licensing support—you bring the work ethic.

What You’ll Do

  • Build and grow your own client relationships
  • Educate clients on retirement, protection, and wealth strategies
  • Conduct financial needs analyses and deliver personalized solutions
  • Utilize digital tools to manage and expand your business
  • Continuously develop your skills through training and mentorship

Who This Is For

  • Self-starters who take ownership of their results
  • Competitive individuals who want more out of their career
  • Strong communicators who can connect and influence
  • Growth-minded professionals ready to level up
  • Individuals willing to get licensed and commit to the process

If you’re comfortable staying average, this isn’t for you.

What You Get

  • Unlimited income potential based on performance
  • Flexible, remote schedule with full autonomy
  • Proven training system and ongoing mentorship
  • Clear path to leadership and business ownership
  • Opportunity to build a meaningful, long-term career

Requirements

  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred
    • Must be willing to obtain within 14 - 21 days if not currently licensed
  • Soft background check required

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