King Legacy Group | Senior Advisor
Multiply What You've Already Built.
You bring the relationships and the production record. King Legacy Group brings the AI-powered analysis, the operational infrastructure, and the systems to scale it.
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, at the highest level of independent responsibility King Legacy Group offers.
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.
Continued growth for the Senior Advisor means expanding your own book and building a team of advisors under you, not a corporate promotion ladder (if this path is desired).
What You'll Do
Conduct in-depth financial reviews with business owners, W-2 professionals, and retirement-ready households to identify protection and legacy-planning gaps
Present and implement life insurance, annuity, and executive benefit strategies tailored to each client’s goals
Manage a growing book of business, including policy reviews, annual client check-ins, and ongoing service
Mentor Associate Advisors and Advisors informally as your practice and team grow
Maintain licensing, continuing education, and compliance requirements across the states you serve
Coordinate with CPAs, attorneys, and other professionals on a client’s team when a strategy calls for it
What We Are Looking For
Active life and health license
A documented track record in life insurance, annuities, or executive benefit strategies, typically built over 4 or more years
Comfortable with digital tools, CRM systems, and video-based client communication
Motivated to build a scalable practice, not simply accumulate carrier appointments
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 Senior Advisor