Logo for Legacies, LLC

Life Insurance & Retirement Planning Advisor

Role overview

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

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

Key facts

Hard skills

Other skills

  • Consulting
  • Mentorship
  • Communication
  • Professionalism
  • Self-Discipline
  • Entrepreneurship

About the company

Legacies, LLC logo

Legacies, LLC

  • Home, Senior & Disability Care
  • 51–200
Legacies provides well-trained, supported and energetic staff to build relationships and skills with adults and children with special needs. Staff is trained on how to build relationships with boundaries. We are licensed under the MN Department of Human Services under a 245D licensing. Legacies provides Independent Living Skills, In Home Family Supports, Respite, and Group Home services in Winona, Wabasha, Fillmore, Houston, Dakota and Ramsey Counties for people with mental health diagnoses and developmental disabilities. We also provide full transportation services for both children and adults.

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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

Related jobs

See all Retirement Plans Specialist jobs

Other jobs at Legacies, LLC