King Legacy Group | Associate Advisor
Start Here. Build a Real Practice.
For motivated people pursuing or eligible to pursue a life and health license. No prior production experience required. You will be supported through the licensing process from the start.
Learn to help business owners, W-2 professionals, and retirement-ready households identify retirement risks, protection gaps, and legacy-planning priorities, supported step by step while pursuing licensing.
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. The Associate Advisor track supports you through the licensing process.
Associate Advisor is the first step on the same track every King Legacy Group advisor grows through: Associate Advisor to Advisor to Senior Advisor.
What You'll Do
Complete life and health licensing requirements with structured support from King Legacy Group
Complete KLG Agent Academy training and shadow experienced advisors to learn the discovery and strategy process
Begin building your own pipeline of prospects with guidance from your onboarding team and the Planning Agent
Practice client conversations and strategy presentations in a coached, low-pressure environment
Track your progress toward your first license, first close, and first 10 pipeline prospects
Ask questions early and often. The support structure at this stage is built for exactly that
What We Are Looking For
Currently pursuing or eligible to obtain a life and health license
No prior production experience required
Organized, coachable, and committed to building a client-facing advisory practice
Comfortable working with digital tools and eager to learn structured systems
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 Associate Advisor