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.
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