Entry-Level Financial Education Consultant (Remote) Job at Traction Forge Financial, Remote

OFo1cVRNY0NFWktKc1hjOWZONStYaU4wWnc9PQ==
  • Traction Forge Financial
  • Remote

Job Description

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

Job Tags

Part time, Flexible hours

Similar Jobs

Holden Moss Knott CPAs

Tax Manager Job at Holden Moss Knott CPAs

Tax Manager - North Raleigh | Wake Forest About the Role Our growing CPA firm is seeking experienced tax professionals for our North Raleigh and Wake Forest offices to prepare, review, and manage relationships with a diverse portfolio of individual and business income...

FIS

Software Engineer, COBOL, VSAM, Systematics Job at FIS

care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All...

The H&K Group

Precast Laborer Job at The H&K Group

 ...Atlantic American Precast , a division of The H&K Group, Inc . is searching for highly motivated Precast Laborers! The Precast Laborer is...  ...~ Additional training programs including on the job, online through H&K Academy, manufacturer offered training, and more... 

Careerscape

Virtual Assistant Job at Careerscape

 ...Careerscape is recruiting on behalf of our client for an entry-level Virtual Assistant to join their fully remote team. This is a great opportunity...  ...verbal communication skills Proficiency with Microsoft Office and Google Workspace applications Comfortable learning new... 

George J Hayden Inc DBA Hayden Power Group

Substation Working Foreman/Superintendent - High Voltage Electrical Construction Job at George J Hayden Inc DBA Hayden Power Group

 ...Leadership, supervision and coordination of multiple projects and managing an in-house electrical crew of foremen, team leaders,...  ...projects, which may include medium and high voltage substation construction, up to $10 million. Responsible for coordination and communication...