Life Insurance & Retirement Planning Advisor
Listed on 2026-07-01
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Insurance
Financial Advisor / Consultant, Financial Sales -
Finance & Banking
Financial Advisor / Consultant, Financial Sales
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
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