Financial Independence Coach Job at Traction Forge Financial, Remote

  • Traction Forge Financial
  • Remote

Job Description

At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), we are expanding our team and seeking motivated, growth-minded individuals who are passionate about helping others while building a rewarding long-term career in the financial services industry.

This opportunity is ideal for individuals who are entrepreneurial in spirit, driven by personal growth, and interested in creating meaningful impact by helping families develop stronger financial futures.

No prior financial services experience is required. We provide comprehensive training, mentorship, and licensing support to help you succeed.

What You'll Do

As a Financial Services Professional, you will work directly with individuals and families to help them create strategies designed to support long-term financial security, retirement readiness, and wealth-building goals.

Key Responsibilities

  • Educate clients on financial concepts, retirement planning, and protection strategies
  • Conduct financial needs analyses to better understand client goals
  • Help develop personalized financial strategies tailored to each client's situation
  • Recommend appropriate financial solutions based on client objectives
  • Build and maintain long-term client relationships
  • Utilize digital tools and virtual platforms to enhance the client experience
  • Continue professional development through ongoing training and mentorship

Who We're Looking For

We are seeking individuals who are:

  • Self-motivated and goal-oriented
  • Entrepreneurial in mindset
  • Strong communicators who enjoy helping others
  • Interested in personal and professional growth
  • Coachable and open to mentorship
  • Comfortable working independently within a team-oriented culture
  • Willing to obtain required financial licensing (training provided)

Previous experience in customer service, business, sales, leadership, hospitality, entrepreneurship, or finance is helpful but not required.

What We Offer

Career Growth Opportunities

A clear pathway toward leadership, business development, and the opportunity to build your own practice.

Comprehensive Training & Mentorship

Hands-on coaching, structured development programs, and support throughout the licensing process.

Flexible Schedule

Build your business with the flexibility to work remotely and create a schedule that fits your lifestyle.

Purpose-Driven Career

Make a meaningful difference by helping individuals and families pursue financial confidence and long-term stability.

Position Details

Position: Entry-Level Financial Services Professional
Schedule: Flexible
Location: Remote / Work From Home

Qualifications

  • Must be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with SSN
  • Life Insurance License preferred
    • If not currently licensed, willingness to obtain licensing within 14 days is required
  • Soft background check required

Job Tags

Part time, Remote work, Work from home, Flexible hours

Similar Jobs

Roman Catholic Diocese of Tucson

Theology Teacher Job at Roman Catholic Diocese of Tucson

 ...Lourdes Catholic School Job Description Job Title: Theology/Religion Teacher Exemption Status : non-Exempt Job Classifications: Certified Teacher: Has an Arizona Standard Professional Teaching Certificate through the AZ Department of Education that... 

Athena

Data Science Intern Job at Athena

 ...Data Science Intern At Athena, we empower possibility through transformative delegation. True leaders reflect on what they want and map the path to get there. We clear the way by pairing exceptional Executive Assistants with our driven clients, providing ongoing support... 

YMCA of Snohomish County

Wellness Coach Job at YMCA of Snohomish County

 ...clarifies tasks, plans work, and actively participates in meetings Follows budgeting policies and procedures, and reports all financial irregularities immediately Strives to meet or exceed goals and deliver a high-value experience for members Personal Growth:... 

Volunteers of America, Dakotas

Assistant Youth Development Professional Job at Volunteers of America, Dakotas

 ...Job Description Job Description **This position is for 16 and 17 year olds** Department: Out of School Time Job Status: Part Time Reports to: Site Coordinator Supervises: None Schedule: Monday-Friday, afternoons/evenings POSITION SUMMARY As... 

E-Z Bel Construction

Concrete Finisher Form Setter Job at E-Z Bel Construction

 ...Concrete Finisher Form Setter SAN ANTONIO, TX Field POSITION SUMMARY We are looking for an experienced Concrete Finisher...  .... Operate walk-behind screeds, vibrators, and finishing machines safely. Coordinate with concrete truck drivers for staging,...