Financial Services Advisor (Healthcare Preferred

Basic Job Information: Job Title: Financial Services Advisor Department: Financial Services Location: Remote Employment Type: Full-time / Part-time Seniority Level: Entry to Mid-Level Responsibilities Compensation Salary Type: Salary type: Commission-Based Compensation Notes : Performance-based earnings with incentives Job Description Obsidian Legacies is seeking motivated, service-oriented professionals to join our team as Life Insurance & Retirement Planning Advisors. This role is ideal for individuals—particularly those with healthcare backgrounds—who are interested in building a long-term career helping individuals and families plan for financial security. Advisors work directly with clients to provide guidance on life insurance protection, retirement planning, and long-term financial strategies. *Must be willing to undergo a background check and reside in the USA* Key Responsibilities Conduct client consultations (virtually) Assess financial protection and retirement planning needs Develop and present personalized recommendations Assist clients with applications and policy implementation Maintain ongoing client relationships through regular reviews Complete licensing, training, and continuing education requirements Qualifications Background in healthcare, nursing, allied health, or patient care preferred Active Life Insurance License or willingness to obtain within 60 days Strong communication and interpersonal skills Self-motivated with the ability to manage a flexible schedule Professional, ethical, and client-focused approach No prior financial services experience required. Training and mentorship are provided. Skills & Competencies Relationship building Communication and client education Time management and self-discipline Problem-solving and needs analysis Professional integrity What We Offer Flexible remote work structure Structured onboarding and mentorship Access to a broad range of insurance and retirement products (independent platform) Administrative and case support Long-term career development opportunities Additional Information This is a performance-based role suited for individuals seeking a long-term career in financial services. Candidates should be comfortable working in a commission-based environment and engaging directly with clients.