Traction Forge Financial

Role Description At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps. We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic. Why Choose This Path? - Earn While You Learn: Transition into a high-demand industry with a structured training program. - Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership. - Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection. What You'll Do - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why." - Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions. - Professional Development: Attend structured training sessions to master financial concepts and client relationship management. Qualifications - Ethical Standards: Must be able to pass a standard soft background check. - Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN. - Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance). - Communication: You should enjoy talking to people and have a "service-first" attitude.

Role Description Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the Top A Rated Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for someone who isn't afraid of hard work, has good communication & customer service skills, loves to help people, and is willing to start a training program as an entry-level financial professional with potential to develop into management and leadership positions long-term. There is no experience needed for this position, but a life insurance license is welcomed. Through our in-depth training program, you will learn how to: - Sit down with an individual, family, or business owner - Have a conversation about their financial goals and aspirations - Create a game plan or roadmap to help them achieve their short-term and long-term financial goals Our financial solutions, products, and services include (but are not limited to): - Retirement planning - Wealth accumulation - College planning - Investments - Insurance Whether you are looking to start or transition into a new career full-time, or looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Soft background check required - Able to complete licensing requirements within 14 - 21 days Company Description

Role Description Here at Legacy Wealth Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances, while providing our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position, but a Life License experience is welcomed. Through our in-depth training program, you will learn how to: - Sit down with an individual, family, or business owner - Have a conversation about their financial goals and dreams - Help create a game plan or roadmap to achieve their short-term and long-term financial goals This includes financial solutions, products, and services such as: - Retirement planning - Wealth accumulation - College planning - Investments - Insurance Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Soft background check required - Able to complete licensing requirements within 14 - 21 days Company Description

Role Description Traction Forge Financial is expanding and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping families create stronger financial futures. No prior experience is required. We provide training, mentorship, and licensing support to help you succeed. - Educate clients on retirement, protection, and wealth-building strategies - Conduct financial needs analyses - Help create personalized financial plans - Build long-term client relationships - Utilize digital platforms to support clients - Continue professional and industry development Qualifications - Legal U.S. Resident, Citizen, or valid Work Permit with SSN - Life Insurance License preferred - If not licensed, willingness to obtain within 14 - 21 days required - Soft background check required Requirements - Self-motivated and coachable - Strong communicators who enjoy helping people - Interested in personal and professional growth - Entrepreneurial in mindset - Willing to obtain financial licensing (training provided) - Experience in customer service, sales, hospitality, business, or finance is helpful, but not required. Benefits - Career growth and leadership opportunities - Comprehensive training and mentorship - Flexible, remote work environment - Purpose-driven work helping families plan for the future

Role Description At Traction Forge Financial, leveraging the strength of GFI, we believe success is about more than just finances — it is about creating freedom, flexibility, and a future you can truly enjoy. We are passionate about helping individuals, families, and business owners build stronger financial foundations through education, personalized strategies, and real conversations that make a difference. Our goal is to simplify financial concepts and help people feel confident about where they are headed. Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients create a roadmap toward long-term financial growth and stability. As our team continues to grow, we are seeking motivated, positive, and people-focused individuals who are ready to build something bigger for themselves while helping others along the way. No prior financial experience is required. Our training and mentorship program is designed to help individuals from all backgrounds develop the skills, confidence, and knowledge needed to succeed in the financial services industry. You will learn how to: - Conduct professional financial consultations - Help clients identify and prioritize their financial goals - Build customized strategies for retirement, investments, wealth growth, college planning, and insurance protection - Develop strong communication and leadership skills - Create meaningful relationships built on trust and service This opportunity offers flexibility, personal growth, and the ability to build an income that aligns with the lifestyle you want to create. Whether you are looking for a fresh start, a career change, part-time income, or a path toward entrepreneurship and leadership, Traction Forge Financial provides the support and mentorship to help you grow. If you are motivated, coachable, and excited about creating a future with more opportunity, impact, and flexibility, we would love to connect with you. Requirements - Legal U.S. Resident, Citizen, or valid Work Permit with SSN - Life Insurance License preferred - Must be willing to obtain license within a reasonable timeframe - Soft background check required If you're looking for something easy, this isn't it. If you're ready to build something meaningful and take control of your future—this is your opportunity.

Role Description Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for driven, competitive individuals ready to build a real career—not just take a job. If you're motivated, coachable, and want control over your income and growth, this is your opportunity to break into the financial services industry and make an impact. No experience? We provide the training, mentorship, and licensing support—you bring the work ethic. - Build and grow your own client relationships - Educate clients on retirement, protection, and wealth strategies - Conduct financial needs analyses and deliver personalized solutions - Utilize digital tools to manage and expand your business - Continuously develop your skills through training and mentorship Qualifications - Self-starters who take ownership of their results - Competitive individuals who want more out of their career - Strong communicators who can connect and influence - Growth-minded professionals ready to level up - Individuals willing to get licensed and commit to the process Requirements - Legal U.S. Resident, Citizen, or valid Work Permit with SSN - Life Insurance License preferred - Must be willing to obtain within 14 days if not currently licensed - Soft background check required Benefits - Unlimited income potential based on performance - Flexible, remote schedule with full autonomy - Proven training system and ongoing mentorship - Clear path to leadership and business ownership - Opportunity to build a meaningful, long-term career

Role Description Traction Forge Financial, leveraging the strength of GFI, is growing and seeking individuals who are ready to build a meaningful career while making a real impact in the lives of others. Our mission is centered around helping individuals, families, and business owners gain clarity, confidence, and control over their financial future. We believe financial education should be accessible to everyone, and we are committed to empowering people from all backgrounds with the knowledge and strategies needed to move forward with purpose. Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients understand their current position and create a clear path toward their goals. We are looking for motivated, coachable, and people-focused individuals who are ready to grow—personally and professionally. This opportunity is ideal for those who enjoy helping others, value flexibility, and are looking to develop skills that can create long-term success. No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will learn how to: - Guide individuals and families through meaningful financial conversations - Build personalized financial strategies aligned with client goals - Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions - Develop strong relationships built on trust and service - Grow your confidence, leadership, and business skills This opportunity offers flexible scheduling, ongoing mentorship, and a clear path for advancement. Whether you are looking to start a new career, build an additional stream of income, or develop skills that can shape your future, the platform is designed to support your growth. If you are ready to challenge yourself, grow into your potential, and make a lasting impact while building something meaningful, Traction Forge Financial is ready to grow with you. Requirements - Legal U.S. Resident, Citizen, or valid Work Permit with SSN - Life Insurance License preferred - Must be willing to obtain within 14 - 21 days if not currently licensed - Soft background check required

Role Description Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to: - Sit down with an individual, family, or business owner. - Have a conversation about their financial goals and dreams. - Help create a game plan or roadmap to achieve short-term and long-term financial goals. Our financial solutions, products, and services include (but are not limited to): - Retirement planning - Wealth accumulation - College planning - Investments - Insurance Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Soft background check required - Able to complete licensing requirements within 14 - 21 days

Role Description At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps. We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic. Why Choose This Path? - Earn While You Learn: Transition into a high-demand industry with a structured training program. - Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership. - Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection. What You'll Do - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why." - Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions. - Professional Development: Attend structured training sessions to master financial concepts and client relationship management. Qualifications - Ethical Standards: Must be able to pass a standard soft background check. - Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN. - Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance). - Communication: You should enjoy talking to people and have a "service-first" attitude.

Role Description At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps. We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic. Why Choose This Path? - Earn While You Learn: Transition into a high-demand industry with a structured training program. - Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership. - Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection. What You'll Do - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why." - Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions. - Professional Development: Attend structured training sessions to master financial concepts and client relationship management. Qualifications - Ethical Standards: Must be able to pass a standard soft background check. - Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN. - Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance). - Communication: You should enjoy talking to people and have a "service-first" attitude.