Financial Success Coach

Traction Forge Financial; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive Training

Flexible Schedule

Opportunities for Advancement

Job summary

Traction Forge Financial is seeking motivated Entry-Level Financial Services Professionals to help families plan for their financial futures. This role involves educating clients, conducting financial analyses, and building personalized strategies to enhance their financial stability.

The ideal candidates are self-driven and enjoy helping others. With comprehensive training and mentorship provided, this remote position offers career growth, flexibility, and a chance to make a meaningful impact.

Qualifications

• Motivated and entrepreneurial individuals looking to build a career in financial services.
• Strong communicators interested in helping people.
• Willingness to undergo training and mentorship.

Responsibilities

• Educate clients on retirement planning and wealth protection strategies.
• Conduct financial needs analyses.
• Recommend financial solutions based on client goals.
• Build long-term relationships with clients.
• Create personalized financial strategies.
• Utilize digital platforms to support the client experience.

Skills

Motivated and self-driven

Strong communication

Entrepreneurial mindset

Interest in personal and professional growth

Coachable and open to mentorship

Education

Willingness to obtain financial licensing

Life Insurance license (if not, obtain within 14 days)

Job description

We at Traction Forge Financial ( a GFI Affiliate ) 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

Benefits:

Financial planning services

Flexible schedule

Opportunities for advancement

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