Financial Wellness & Services Professional
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AI Summary
Educate clients on wealth-building, protection, and retirement strategies through personalized financial plans. Build long-term client relationships and utilize digital platforms to support financial goals.
Traction Forge Financial is expanding and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping families create stronger financial futures.
No prior experience is required. We provide training, mentorship, and licensing support to help you succeed.
Responsibilities
- Educate clients on retirement, protection, and wealth-building strategies
- Conduct financial needs analyses
- Help create personalized financial plans
- Build long-term client relationships
- Utilize digital platforms to support clients
- Continue professional and industry development
We’re Looking For Individuals Who Are:
- Self-motivated and coachable
- Strong communicators who enjoy helping people
- Interested in personal and professional growth
- Entrepreneurial in mindset
- Willing to obtain financial licensing (training provided)
Experience in customer service, sales, hospitality, business, or finance is helpful, but not required.
What We Offer
- Career growth and leadership opportunities
- Comprehensive training and mentorship
- Flexible, remote work environment
- Purpose-driven work helping families plan for the future
Qualifications
- Legal U.S. Resident, Citizen, or valid Work Permit with SSN
-
Life Insurance License preferred
- If not licensed, willingness to obtain within 14 - 21 days required
- Soft background check required
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