Financial Growth Consultant Remote

Traction Forge Financial; United States; Hybrid; USD 40,000 - 80,000; Full time

Benefits offered by this job

Ongoing mentorship

Flexible scheduling

Job summary

Traction Forge Financial is seeking motivated individuals to join their team in the United States. This role involves guiding clients through financial discussions and building personalized strategies.

Ideal candidates should be people-focused and willing to obtain a Life Insurance License. The opportunity offers flexible scheduling, mentorship, and a path for career advancement while making a real impact in clients' financial lives.

Qualifications

• Must be a legal U.S. resident, citizen, or hold a valid work permit with SSN.
• Willingness to obtain a Life Insurance License within 14-21 days if not currently licensed.
• Soft background check required.

Responsibilities

• Guide clients through financial conversations.
• Build personalized financial strategies.
• Educate on retirement, investments, and insurance solutions.
• Develop strong trust-based client relationships.
• Enhance personal confidence and business skills.

Skills

Client relationship building

Financial strategy development

Leadership skills

Job description

Traction Forge Financial, leveraging the strength of GFI, is growing and seeking individuals who are ready to build a meaningful career while making a real impact in the lives of others.

Our mission is centered around helping individuals, families, and business owners gain clarity, confidence, and control over their financial future. We believe financial education should be accessible to everyone, and we are committed to empowering people from all backgrounds with the knowledge and strategies needed to move forward with purpose.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients understand their current position and create a clear path toward their goals.

We are looking for motivated, coachable, and people-focused individuals who are ready to grow—personally and professionally. This opportunity is ideal for those who enjoy helping others, value flexibility, and are looking to develop skills that can create long-term success.

No prior experience in financial services is required.

Through our comprehensive training and mentorship program, you will learn how to:

• Guide individuals and families through meaningful financial conversations
• Build personalized financial strategies aligned with client goals
• Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
• Develop strong relationships built on trust and service
• Grow your confidence, leadership, and business skills

This opportunity offers flexible scheduling, ongoing mentorship, and a clear path for advancement. Whether you are looking to start a new career, build an additional stream of income, or develop skills that can shape your future, the platform is designed to support your growth.

If you are ready to challenge yourself, grow into your potential, and make a lasting impact while building something meaningful, Traction Forge Financial is ready to grow with you.

Requirements

• Legal U.S. Resident, Citizen, or valid Work Permit with SSN
• Life Insurance License preferred
  • Must be willing to obtain within 14 - 21 days if not currently licensed
• Soft background check required