Note: The job is a remote job and is open to candidates in USA. Traction Forge Financial is expanding and seeking motivated individuals to build a career in financial services. As a Financial Services Professional, you'll work directly with clients to help them develop strategies for retirement and long-term financial stability.
Responsibilities
- Educating clients on retirement planning and wealth protection strategies
- Conducting financial needs analyses
- Recommending appropriate financial solutions based on client goals
- Building long-term relationships with clients
- Creating personalized financial strategies
- Utilizing digital platforms to support the client experience
- Continuing professional development and industry education
Skills
- Do you have a Life Insurance license? If no, are you willing to get one within 14 days?
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Soft background check required
- Prior experience in finance, sales, business, customer service, or entrepreneurship is helpful but not required
Benefits
- Financial planning services
- Flexible schedule
- Opportunities for advancement
- Clear pathway for growth, leadership opportunities, and the ability to build your own practice.
- Hands-on mentorship, structured training programs, and support with required licensing.
- Build your business with flexibility and work around your lifestyle.
Company Overview