Traction Forge Financial, powered by the strength of Global Financial Impact (GFI) , is expanding throughout Ohio and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping individuals and families create stronger financial futures.
This opportunity is ideal for individuals seeking professional growth, flexible income potential, and the ability to make a meaningful impact within their local communities.
No prior financial services experience is required. We provide training, mentorship, and support throughout the licensing process.
Responsibilities
- Educate clients on retirement, wealth protection, and financial strategies
- Conduct financial needs analyses
- Help develop personalized financial game plans
- Build long-term relationships with clients and families
- Utilize virtual and digital platforms to support client needs
- Participate in ongoing training and professional development
Ideal Candidates
- Motivated and self-driven
- Strong communicators who enjoy helping people
- Entrepreneurial and growth-minded
- Coachable and team-oriented
- Willing to obtain financial licensing
Backgrounds in hospitality, customer service, leadership, sales, business, or finance are helpful, but not required.
What We Offer
- Flexible remote work environment
- Comprehensive training and mentorship
- Leadership and advancement opportunities
- Supportive team culture
- Opportunity to build a long-term professional career while serving families across Ohio
Qualifications
- Must be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with SSN
- Life Insurance License preferred
- Willingness to obtain licensing within 14 days if not currently licensed
- Soft background check required