King Legacy Group | Advisor
The Guesswork Stops. The Growth Begins.
For licensed agents building a practice who want a structured environment, real coaching, and a platform that gives them an edge.
Help business owners, W-2 professionals, and retirement-ready households identify retirement risks, protection gaps, and legacy-planning priorities, and build a consolidated strategy to address them, while developing a structured, repeatable practice.
Initial commission is commensurate with experience. This position comes with an elective comprehensive benefits package: medical, dental, and vision plan options, life insurance, short-term and long-term disability, critical illness and accident coverage, an Employee Assistance Program, and a 401(k)-style retirement plan with an added contribution on top of what you personally contribute. Enrollment is always elective, advisors choose whether to opt in. Advisors remain 1099 independent contractors throughout. This is a 1099 independent contractor opportunity, not W-2 employment. An active life and health license is required. Full LEGACY/OS platform access follows completion of a one-time platform fee.
Advisor is a working practice, not a holding pattern. Growth here means moving to Senior Advisor as capability and responsibility are demonstrated, with the option to build and lead your own team along the way.
What You'll Do
Conduct discovery conversations with business owners, W-2 professionals, and retirement-ready households to understand their full financial picture
Build and present consolidated strategies covering retirement, protection, and legacy planning, using LEGACY/OS-generated recommendations as your starting point
Follow a structured, repeatable process from first contact through policy issue
Track and manage your pipeline inside the CRM, keeping client records current
Complete ongoing training through the KLG Agent Academy to build product and strategy expertise
Maintain your life and health license and complete required continuing education
What We Are Looking For
Active life and health license
Building a client base and committed to developing a repeatable process
Coachable and open to a structured, strategy-first approach to client development
Comfortable learning new technology and working within an operational system
What You Get
A Better Platform Should Improve Your Probability of Success.
Every King Legacy Group advisor gets access to a fully built operational stack. LEGACY/OS unlocks with a one-time platform fee, comparable to a basic CRM subscription, so it is running under you from your first day of production.
See the full LEGACY/OS platformAccording to the Catalyit State of Tech Report 2026, a study of 846 independent insurance agencies across 42 states
of independent insurance agencies use a CRM
The majority of independent agents are managing their entire prospect pipeline without a single automated system in place. That is the industry standard.
use customer-facing AI in their practice
Tools that generate strategy recommendations, draft client briefings, and personalize outreach are being used by almost no one in the independent channel.
Licensed advisors get full platform access from day one
A one-time platform fee, comparable to a basic CRM subscription, activates LEGACY/OS at onboarding.
Client Strategy Analysis
Client intake data and meeting notes are analyzed to produce a complete strategy briefing. Matched strategies, recommended products, and supporting tax code references are ready before you walk into the conversation.
Fully Operational CRM Pipeline
A purpose-built customer relationship management system with a 20-stage prospect pipeline, automated follow-up, complete activity tracking, and a live policy pipeline. Every prospect is organized, tracked, and accessible from day one.
Automated Lead Nurture
Nine active email nurture sequences serve the right content to every prospect based on where they are in the funnel. Prospects hear from you on a consistent schedule without you manually writing or sending a single message.
Social Content Machine*
A connected distribution system delivers consistent content across LinkedIn, Instagram, Facebook, and TikTok. The content calendar is managed, the posts are created, and distribution is automated. Your job is to show up and build the relationship.
Appointment Automation
The King Legacy Group automated booking system handles scheduling, reminders, and pre-call intake form collection. Prospects book directly into your calendar. By the time the call starts, the context is already captured.
Lead Magnet and Ebook Library
Eight segment-specific ebooks and lead magnets, each with a dedicated landing page and automated delivery. Prospects self-identify and receive the right resource without any manual work on your end.
KLG Agent Academy
A structured training library covering product knowledge, discovery frameworks, objection handling, and strategy execution. New and experienced advisors start from the same strong foundation.
Client Report System
A two-phase reporting system generates an internal strategy briefing before every client meeting and a polished, branded client-facing document after. The analysis is complete before you arrive.
* Full functionality of the social content distribution system requires an active monthly subscription.
Ready to Apply?
Tell us about your experience and background. A King Legacy Group team member will follow up within two business days.
Apply for Advisor