Life Insurance & Retirement Planning 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

Life Insurance & Retirement Planning Advisor

About the job Life Insurance & Retirement Planning Advisor

Full-Time or Part-Time | Independent Contractor (1099)
Commission-Based Compensation

Build a Long-Term Advisory Career

Obsidian Legacies is an independent financial services firm focused on helping individuals and families protect income, prepare for retirement, and build sustainable financial strategies.

We are seeking professionals who are serious about developing a long-term advisory practice — not a short-term side role. This opportunity is ideal for individuals exploring a structured career transition into financial services, including those from healthcare and other client-centered professions.

What You'll Do

As an Advisor, you will:

• 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
• Complete required licensing and professional development

You will be building your own client base with mentorship and operational support.

Compensation Structure

This is a performance-based independent contractor opportunity.

Advisors are compensated through commissions based on implemented financial products and ongoing client service. There is no base salary.

Earnings are directly tied to individual production, client retention, and long-term relationship development.

What We Provide

• Structured onboarding program
• Professional mentorship and case support
• Access to a broad, independent product platform
• Compliance guidance

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
• Active Life Insurance License or willingness to obtain within 60 days
• Ability to meet applicable state licensing requirements

Who This Role Is For

This opportunity is best suited for professionals who:

• Want to build a sustainable advisory practice
• Are comfortable working in a performance-based environment
• Value autonomy with structured mentorship
• Are committed to professional growth and licensing standards