King Legacy Group | Executive Assistant
The Right Hand Behind the Platform.
Own the calendars, client-communication logistics, and operational rhythm that keeps King Legacy Group running, working inside LEGACY/OS every day.
You will be the founder's and leadership team's right hand, owning calendars, client-communication logistics, and the operational rhythm that keeps King Legacy Group running. You will work inside LEGACY/OS daily, coordinating with the Team Enablement Agent on onboarding and licensing tracking, prepping meeting materials from Planning Agent outputs, and keeping client files and follow-through organized so nothing falls through the cracks.
This is a W-2 employee position. Compensation and benefits are discussed directly during the interview process.
What You'll Do
Manage the founder’s and leadership team’s calendars, scheduling client calls, internal meetings, and travel
Coordinate client-communication logistics, including confirmations, reminders, and follow-up correspondence
Prep meeting materials from Planning Agent strategy outputs before client conversations
Keep client files, documents, and follow-through items organized inside LEGACY/OS so nothing falls through the cracks
Coordinate with the Team Enablement Agent on new-advisor onboarding and licensing tracking
Handle day-to-day administrative requests with discretion, given regular access to confidential client and financial information
What We Are Looking For
2 or more years of executive or administrative support experience, ideally in financial services, insurance, or advisory
Comfortable managing confidential client and financial information with discretion
Strong command of CRM and operational tools such as Notion or Zoho, and quick to learn new systems
Excellent written and verbal communication, often the first point of contact for clients and partners
Highly organized, proactive, and able to anticipate needs before being asked
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 Executive Assistant