King Legacy Group | Open Positions
Build More Than a Career. Build a Legacy.
Join a modern advisory equipped with an advanced platform built for the people you'll serve.
We are building a team of honest, accountable, self-motivated people who want to help business owners, W-2 professionals, and retirement-ready households protect what they have built, eliminate unnecessary risk, and create a legacy that starts today, not just after they are gone.
Purpose-led work · Independent-contractor opportunity · LEGACY/OS platform · Long-term relationships
Why We Exist
Legacy Starts Now, Not Just After We're Gone.
King Legacy Group exists because too many financial professionals focus on accumulation instead of the sound foundation of protection, where growth can be secure and sustained for generations to come.
That belief comes from experience. Before founding King Legacy Group, JM spent over 13 years as a tech startup CEO, working closely with high-net-worth individuals and millionaires. That exposure revealed real gaps in his own financial literacy and the despair of losing assets without a clear, knowledgeable foundation to protect what he had built, as well as his family. King Legacy Group was built to close that exact gap for others.
When we say “legacy,” we do not mean something that starts after you die. Legacy starts now, moves forward in perpetuity. You create it, you access it, and you pass it forward.
Retirement Readiness
Building income and protection strategies for households approaching retirement.
Business Continuity
Protecting what business owners have built from the risks that could take it away.
Family Protection
Making sure the people a client loves are covered no matter what happens.
Tax & Liquidity Strategy
Reducing tax exposure and creating access to capital when it is needed most.
Multigenerational Legacy
Structures built today that protect a multitude of lives going forward.
What a Job Well Done Looks Like
Helping someone protect everything they have worked for
An annual review that shows a plan on track or exceeding it, and surfacing new protection gaps we are prepared to address immediately
Clients who understand their plan, not just trust it blindly
Helping clients protect assets, create liquidity, eliminate tax burden, and prepare for retirement inside one consolidated strategy
Why This Career, Why Now
A Growing Need for Trusted Retirement & Protection Guidance.
Retirement decisions, protection needs, business-continuity questions, and multigenerational planning concerns are becoming more complex for many households and business owners. At the same time, the broader financial services profession is experiencing a major generational transition, with many experienced advisors approaching retirement. This creates a meaningful opportunity for ethical, service-minded people willing to learn, build trust, use modern systems, and help people move forward with greater clarity.
A large generational transition is underway across the financial services ecosystem, creating room for the next generation of retirement, protection, and legacy-planning professionals.
Cerulli Associates, via PLANADVISER
The broader advisory ecosystem may face real capacity constraints, increasing the value of professionals and platforms that improve client education, service consistency, and operational leverage.
McKinsey & Company
More households may seek guided help with retirement and protection decisions, increasing demand for capable, well-supported advisors.
McKinsey & Company
The King Legacy Difference
We Are Building a Legacy-Focused Risk Mitigation Practice, Not a Transaction Shop.
King Legacy Group isn’t built around a transaction-first view of financial services. We are building a platform for advisors to deliver thoughtful retirement, protection, and legacy guidance, backed by a partner network that covers the full spectrum of planning, including investment management through an affiliated registered professional when a client needs it.
King Legacy Group serves business owners, W-2 professionals, and families building toward retirement. Every advisor we bring on is equipped to deliver the strategy-first guidance our clients deserve. Success varies and depends on licensing, effort, and client-first service. Strategy first. Product second. LivingLEGACY™ always.
People before transactions
Start with a client’s goals and risk gaps, not a product pitch.
Legacy-centered perspective
Consider retirement, protection, business, family, estate, and continuity together, one consolidated strategy, not a single product.
Education-led guidance
Help clients understand the plan, not just trust it.
Honest, accountable culture
Non-negotiables: honesty, integrity, accountability, self-motivation, a positive attitude.
Full-spectrum access
Comprehensive financial risk mitigation strategies, including business continuity planning, estate planning, and investment management through properly securities-licensed partners (compensation associated with legal licensure).
Exclusive carrier access
King Legacy Group holds carrier contracts available to less than 30% of advisors nationally. That means product options and pricing many independent advisors simply cannot offer their clients.
King Legacy Group Now Onboarding
Explore Open Roles.
Every role below runs on the same platform and the same culture. Pick the one that matches where you are, and the page will walk you through the particulars, including where LEGACY/OS fits into your day.
Advisor Tracks
Senior Advisor
Multiply what you have already built.
Learn more Licensed | 1-3 YearsAdvisor
The guesswork stops. The growth begins.
Learn more Pre-LicenseAssociate Advisor
Start here. Build a real practice.
Learn moreTeam & Operations
Executive Assistant
The right hand behind the platform.
Learn more W-2 | 1-3 YearsMarketing Coordinator
The human layer on every piece of content.
Learn more W-2 | 1+ YearsVirtual Sales Coordinator
Connect the platform to the calendar.
Learn moreDon't See the Right Role Today?
We are always interested in meeting honest, accountable, coachable people who want to help build something meaningful. Introduce yourself and tell us how you would contribute to King Legacy Group.
info@thekinglegacygroup.comIdeal Candidate
Who Thrives at King Legacy Group
The technology is already built. The systems are already running. What we are looking for is the right person to put them to work. If these statements describe you, we want to hear from you.
You are licensed or actively committed to becoming licensed in life insurance
You want to build a practice, not just accumulate carrier contracts
You believe that preparation and analysis determine your close rate, not volume alone
You are comfortable with technology and ready to use systems that are already built and proven
You want consistent content, lead nurture, and client follow-up running automatically while you focus on people
You are coachable, process-oriented, and understand that leverage comes from systems, not just effort
This isn't the right environment for someone who isn't team-oriented, isn't coachable, carries a pessimistic outlook, or sees themselves as a victim of circumstance. Talent alone doesn't make up for those traits here.
Ready to Apply
Many Roles. One Team. One Platform.
Every role above has its own page with the full particulars. Find the one that fits and apply there. A King Legacy Group team member will follow up within two business days.
Browse Open RolesQuestions? info@thekinglegacygroup.com