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Financial Success Coach
Remote / Online - Candidates ideally in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-06-19
New Haven, New Haven County, Connecticut, 06540, USA
Listing for:
Traction Forge Financial
Remote/Work from Home
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Sales, Insurance Sales, Financial Advisor
Job Description & How to Apply Below
Traction Forge Financial
, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future.
No previous financial industry experience is necessary. We provide training, mentorship, and licensing support to help you grow professionally and personally.
Key Responsibilities- Educate clients on financial protection and retirement strategies
- Conduct financial needs assessments
- Help clients develop personalized financial plans
- Build strong, long-term client relationships
- Utilize digital tools to support the client experience
- Participate in ongoing training and professional development
- Motivated and self-disciplined
- Strong communicators with a passion for helping others
- Entrepreneurial and growth-minded
- Coachable and team-oriented
- Willing to obtain financial licensing
Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.
What We Offer- Flexible remote work opportunities
- Comprehensive training and mentorship
- Leadership and advancement potential
- Supportive team culture
- Opportunity to make a meaningful impact helping families pursue financial confidence
- Legal U.S. Resident, Citizen, or valid Work Permit with SSN
- Life Insurance License preferred
- Must be willing to obtain licensing within 14 days if not currently licensed
- Soft background check required
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