Financial Wellness & Services Strategist
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AI Summary
Educate clients on retirement and wealth protection strategies while conducting financial needs analyses. Develop personalized financial game plans and maintain strong client relationships using digital platforms.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures.
No prior industry experience is required. We provide training, mentorship, and licensing support for qualified candidates.
Responsibilities
- Educate clients on retirement and wealth protection strategies
- Conduct financial needs analyses
- Develop personalized financial game plans
- Build and maintain client relationships
- Utilize digital platforms to support clients
- Continue ongoing professional development
Ideal Candidates
- Motivated and self-driven
- Strong communicators who enjoy helping people
- Coachable and growth-oriented
- Entrepreneurial in mindset
- Willing to obtain financial licensing
Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.
What We Offer
- Flexible remote schedule
- Comprehensive training and mentorship
- Leadership and advancement opportunities
- A supportive team 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
- Willingness to obtain licensing within 14 days if not currently licensed
- Soft background check required
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