Entry-Level Financial Educator & Planner - Lexington
Traction Forge Financial
Apply to this jobTraction 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
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
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Lexington, KY, USA