Entry-Level Financial Educator & Planner - Lexington

Traction Forge Financial

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Lexington, KY Until 8/22/2026 0+ years exp First posted March 27, 2026 Last posted March 27, 2026
Job 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.

What You’ll Do

  • 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

Who This Is For

  • 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

If you’re comfortable staying average, this isn’t for you.

What You Get

  • 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

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
About this role

Summary

Build client relationships, educate on financial strategies, utilize digital tools, develop skills.

Job title

Entry-Level Financial Educator & Planner

Experience level

entry level

Minimum experience

0+ years exp

Industry

financial services

Location requirements

remote work allowed, based in Lexington, KY

Salary

Not specified

Management role

No

Skills & keywords

Required skills

licensecommunication

Preferred skills

life insurance

Specializations

financial planningclient educationwealth strategiesdigital tools
Locations

Structured locations inferred from the posting.

Lexington, KY, USA

Remote City