Remote Financial Services Pro — Build Your Practice

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

Benefits offered by this job

Financial planning services

Flexible schedule

Opportunities for advancement

Job summary

Traction Forge Financial is looking for an Entry-Level Financial Services Professional to work remotely. This role provides a clear growth path and mentorship in financial services. You will educate clients on financial strategies and build long-term relationships.

Ideal candidates should be motivated and open to obtaining a Life Insurance license. The position includes a flexible schedule, allowing individuals to build their business around personal lifestyles.

Qualifications

• Willing to obtain a Life Insurance license within 14 days.
• Legal U.S. Resident, Citizen, or have Work Permit with SSN.
• Experience in finance, sales, or customer service is helpful.

Responsibilities

• Educate clients on retirement planning and wealth protection strategies.
• Conduct financial needs analyses.
• Recommend appropriate financial solutions based on client goals.

Skills

Motivated and self-driven

Strong communication

Coachable and open to mentorship

Job description

Traction Forge Financial is looking for an Entry-Level Financial Services Professional to work remotely. This role provides a clear growth path and mentorship in financial services. You will educate clients on financial strategies and build long-term relationships.

Ideal candidates should be motivated and open to obtaining a Life Insurance license. The position includes a flexible schedule, allowing individuals to build their business around personal lifestyles.