Independent Life Insurance & Retirement Advisor

Obsidian Legacies LLC; Wisconsin; Hybrid; USD 30,000 - 100,000; Full time

Benefits offered by this job

Structured onboarding program

Professional mentorship

Access to a broad product platform

Compliance guidance

Job summary

Obsidian Legacies LLC, based in Wisconsin, is seeking a Life Insurance & Retirement Planning Advisor. This role offers full-time or part-time independent contractor positions with commission-based compensation. The advisor will conduct client consultations, analyze financial needs, educate clients on planning solutions, and maintain ongoing relationships.

The ideal candidate has a background in client-facing roles and possesses a strong communication skill set. Professional mentorship and a structured onboarding program are provided, making it an excellent opportunity for those looking to build a sustainable advisory practice.

Qualifications

• Experience in healthcare, business, education, sales, or other client-facing roles preferred.
• Strong communication and professionalism.
• Self-disciplined and performance-oriented.
• Entrepreneurial mindset with long-term career focus.
• Ability to meet applicable state licensing requirements.

Responsibilities

• Conduct structured client consultations (virtual).
• Analyze client financial needs and develop appropriate protection strategies.
• Educate clients on life insurance and retirement planning solutions.
• Guide clients through application and underwriting processes.
• Maintain ongoing relationships through periodic reviews.

Skills

Strong communication

Self-disciplined

Entrepreneurial mindset

Client-facing experience

Education

Active Life Insurance License or willingness to obtain

Job description

Obsidian Legacies LLC, based in Wisconsin, is seeking a Life Insurance & Retirement Planning Advisor. This role offers full-time or part-time independent contractor positions with commission-based compensation. The advisor will conduct client consultations, analyze financial needs, educate clients on planning solutions, and maintain ongoing relationships.

The ideal candidate has a background in client-facing roles and possesses a strong communication skill set. Professional mentorship and a structured onboarding program are provided, making it an excellent opportunity for those looking to build a sustainable advisory practice.