Remote - Financial Services Representative - Training Provided (Fully Remote)

Traction Forge Financial; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Flexible scheduling

Remote work opportunities

Training and licensing assistance

Leadership growth

Job summary

Traction Forge Financial is seeking reliable, organized professionals to help individuals, families, and business owners understand financial products and planning options.

You will communicate with prospective and existing clients to identify priorities, explain concepts clearly, and maintain records with timely follow-ups. Training and mentorship are provided to support growth and licensing.

Qualifications

• Reliable, organized, and professional individuals.
• Confident communicators with diverse backgrounds.
• Openness to coaching, feedback, and learning new skills.

Responsibilities

• Communicate with prospective and existing clients to identify their financial priorities.
• Explain financial concepts and products clearly and accurately.
• Maintain organized records and coordinate follow-ups.

Skills

Communication

Organization

People skills

Coaching mindset

Job description

• Communicate with prospective and existing clients to identify their financial priorities.
• Explain financial concepts and products clearly and accurately.
• Maintain organized records and coordinate follow-ups.

What We Offer:

• Flexible scheduling and remote work opportunities.
• Structured training, mentorship, and licensing assistance.
• Opportunities for professional growth and leadership.

What We're Looking For:

• Reliable, organized, and professional individuals.
• Confident communicators comfortable with people from different backgrounds.
• Openness to coaching, feedback, and learning new skills.

We help individuals, families, and business owners understand financial products and planning options. We focus on client education, professional communication, and long-term relationships, with training and mentorship for growth.