Financial Education Specialist Job at Traction Forge Financial, Remote

  • Traction Forge Financial
  • Remote

Job Description

We at Traction Forge Financial ( utilizing the services of GFI) are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future.

This is an opportunity to learn the industry, develop professional skills, and build your own client base within a supportive team environment.

No prior financial services experience is required — we provide training, mentorship, and licensing support.

What You'll Do:

As a Financial Services Professional, you'll work directly with individuals and families to help them develop strategies for retirement, protection, and long-term financial stability.

Responsibilities include:

  • 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

We are looking for individuals who are:

  • Motivated and self-driven
  • Entrepreneurial in mindset
  • Strong communicators who enjoy helping people
  • Interested in personal and professional growth
  • Coachable and open to mentorship
  • Willing to obtain financial licensing (training provided)
  • Prior experience in finance, sales, business, customer service, or entrepreneurship is helpful but not required.

What We Offer:

  • Career Development -

Clear pathway for growth, leadership opportunities, and the ability to build your own practice.

  • Comprehensive Training -

Hands-on mentorship, structured training programs, and support with required licensing.

  • Flexible Schedule -

Build your business with flexibility and work around your lifestyle.

  • Purpose-Driven Work -

Help families build stronger financial futures while developing your own professional career.

Job Details

Position: Entry-Level Financial Services Professional

Schedule: Flexible

Work Location: Remote / Work From Home


Application Qualifications:

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

Job Tags

Remote job, Part time, Flexible hours

Similar Jobs

Hampton Inn & Suites by Hilton Boone NC

Housekeeping - Hilton Hotel Room Attendant Job at Hampton Inn & Suites by Hilton Boone NC

 ...& Suites by Hilton in Boone is looking for Housekeepers!- Must be able to pass a drug test and background check - No experience is required for those with a team player attitude...  ...maintenance department in accordance with hotel procedures After cleaning each room and... 

Klimple Trucking LLC

CDL A DRIVERS Job at Klimple Trucking LLC

 ...Job Description CDL A Drivers Needed at Klimple Trucking LLC Klimple Trucking LLC is currently seeking experienced CDL A drivers...  ...transporting goods between various locations, often over long distances. We value our drivers and offer competitive pay, excellent benefits... 

Ferrero

Workforce Specialist Job at Ferrero

The Workforce Specialist is a critical operational support role responsible for ensuring manufacturing lines are appropriately staffed to meet production requirements while maintaining compliance with collective bargaining agreement provisions. This position serves as ...

Confidential

Interior Designer II/FF&E Job at Confidential

 ...assistance may be provided for candidates who are not currently located within commuting distance of the position. The New Product Industrial Designer is integral to the new product development process within Spectrum Brands Home & Gardens Research and Development team. The... 

Zivtech

Senior Software Engineer (Full Stack) Job at Zivtech

 ...durable web products. Our clients range from startups to large non-profits to Fortune 500 companies. We work primarily with mission-...  ...clarity, and maintainability matter. We're a distributed engineering team that values autonomy, strong communication, and engineers...