Licensed Financial Professional; Remote
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-06-09
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Finance & Banking
Financial Advisor, Insurance Sales -
Insurance
Financial Advisor, Insurance Sales
Position Type: Full-time or Part-time | Independent Contractor (1099)
Compensation: Commission-Based
Obsidian Legacies is an independent financial services firm providing life insurance and retirement planning solutions to individuals and families. We are seeking motivated professionals interested in developing a long-term advisory career within the financial services industry.
This opportunity may be especially appealing to professionals exploring a structured career transition, including those from healthcare or other service-oriented fields.
Position OverviewAs a Licensed Financial Professional, you will work directly with clients to help them evaluate financial protection needs, implement appropriate insurance solutions, and develop long-term retirement strategies.
This is a performance-based independent contractor opportunity. Compensation is commission-based and tied to production and ongoing client service.
Responsibilities- Complete required licensing, training and continuing education
- Perform needs-based analysis and develop appropriate recommendations
- Educate clients on life insurance and retirement planning strategies
- Assist with applications, underwriting coordination, and implementation
- Maintain ongoing client service through periodic reviews
- Professional experience in healthcare, business, sales, education, or other client-facing roles preferred
- Strong communication and interpersonal skills
- Self-motivated with the ability to work independently
- Interested in building a long-term advisory practice
- Active Life Insurance License or willingness to obtain within 60 days of onboarding
- Structured onboarding and mentorship
- Access to a broad range of insurance and retirement products
- Compliance and case design support
- Flexible remote work structure
- Ongoing professional development
This is an independent contractor opportunity. Advisors are compensated through commissions based on the financial products and services implemented for clients. There is no base salary.
Applicants must meet applicable state licensing requirements.
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