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Life Insurance & Retirement Planning Advisor

  • location_on Wisconsin
  • work Full-time

About the position

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 Flexible work model Long-term professional development pathway 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

Place of work

Talent Job Seeker
Wisconsin
app.general.countries.United States

About the company

group 51-200 category Personnel Services

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Kollegiales Team

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