About the job
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Remote — United States
Independent Contractor (1099)
Life Insurance | Financial Services | Wealth Management
Performance-Based Compensation | Uncapped Income Potential
Typical Annual Earnings: $90,000–$180,000+
Your Next Professional Chapter Starts Here
You earned your license. You built experience. You learned how to serve clients, produce business, and navigate the financial services industry.
But experience eventually raises a more important question:
Is your current platform helping you build the future you actually want?
Legacy Grove Group is expanding its national community of licensed financial professionals, team leaders, and independent agency owners.
We are looking for experienced professionals who want stronger development, broader solutions, greater operating support, and a clear path to grow their production, leadership, team, or agency.
This is not a traditional employment opportunity. It is an independent platform for professionals who want to build something of their own without building everything alone.
Why Experienced Professionals Begin Looking
Many professionals reach a point where their current environment no longer supports their next level.
They may be experiencing:
- Limited professional development or mentorship
- Restricted access to products, carriers, or planning solutions
- Inadequate operational and marketing support
- Compensation that no longer reflects their contribution
- Leadership responsibility without meaningful ownership opportunity
- An agency model that depends too heavily on the owner
- Difficulty developing, retaining, or supporting a productive team
- No clear strategy for expanding beyond personal production
Legacy Grove Group helps professionals address these challenges through an integrated platform built around development, infrastructure, collaboration, and long-term growth.
What Makes This Opportunity Different
Legacy Grove Group is designed for professionals at different stages of growth.
You may be:
- A licensed professional preparing to reactivate or rebuild your practice
- An active producer seeking better support and broader opportunities
- A securities-licensed professional looking to expand into protection planning
- A team leader ready to develop professionals within a stronger system
- An independent agency owner seeking infrastructure, strategic alignment, or greater operating leverage
You do not have to abandon what you have built to explore what it could become.
Our goal is to determine whether Legacy Grove Group can help you strengthen your practice, expand your capabilities, and create greater long-term value for your clients and your business.
Choose Your Professional Path
Producer Path
Build or expand your personal practice without being required to recruit or manage a team.
The Producer Path is designed for professionals who want to:
- Increase personal production
- Expand their client solutions
- Strengthen their professional competence
- Improve prospecting and appointment activity
- Build a consistent and sustainable practice
- Serve clients through a coordinated planning experience
No recruiting is required.
Leadership Path
Develop professionals, build a productive team, and expand your leadership capacity.
The Leadership Path is designed for professionals who want to:
- Recruit and develop licensed professionals
- Improve team onboarding and engagement
- Establish stronger operating standards
- Build leadership depth
- Create production beyond personal activity
- Grow toward meaningful organizational ownership
Agency Owner Path
Strengthen and scale an existing team or independent agency through a larger platform.
The Agency Owner Path is designed for owners who want to:
- Retain their leadership identity and existing relationships
- Expand product, carrier, and planning capabilities
- Access structured development and operating systems
- Improve agent onboarding, training, and accountability
- Reduce operational dependence on the agency owner
- Create stronger production and leadership capacity
- Build a more scalable and transferable enterprise
This is not about dismantling your agency. It is about determining whether the right alignment can help your agency operate more effectively and grow beyond its current limitations.
Hybrid Path
Continue producing personally while developing a team, leadership structure, or agency.
The Hybrid Path provides flexibility for professionals who want to maintain direct client relationships while building a larger organization over time.
What You’ll Do
Depending on your selected path, you may:
- Conduct financial assessment and client discovery conversations
- Educate individuals, families, and business owners
- Recommend appropriate protection, accumulation, and retirement strategies
- Develop and maintain long-term client relationships
- Build a consistent prospecting and appointment rhythm
- Participate in professional development and field mentorship
- Recruit, coach, or develop licensed professionals
- Strengthen team production and operating discipline
- Expand an existing book of business, team, or agency
- Collaborate with specialists on more complex client opportunities
Who We’re Looking For
We are interested in speaking with:
- Active Life and Health insurance professionals
- Securities-licensed financial professionals
- Former producers preparing to return to the industry
- Experienced financial services professionals seeking a better platform
- Team leaders responsible for developing or supporting other professionals
- Independent agency owners seeking expansion, infrastructure, or strategic alignment
- Professionals currently pursuing a Life or Securities license
Professionals Who Thrive Here
The strongest candidates are:
- Self-directed and professionally accountable
- Coachable without requiring constant supervision
- Comfortable operating in a performance-based environment
- Committed to ethical, client-centered service
- Interested in building long-term professional value
- Willing to follow proven systems while developing their own identity
- Serious about production, leadership, ownership, or agency growth
Preferred Background
Experience in one or more of the following areas is helpful:
- Life insurance
- Annuities
- Retirement planning
- Wealth management
- Banking or financial services
- Employee benefits
- Mortgage or real estate services
- Tax planning
- Team leadership
- Agency development
- Business ownership
Industry experience is valued, but alignment, execution, and professional maturity matter just as much.
What You’ll Gain
- A structured professional development framework
- Coaching and field mentorship
- Leadership and agency-development support
- Business, marketing, client, and performance systems
- Access to protection, retirement, and wealth-planning capabilities
- Collaborative case-development opportunities
- A professional community built around shared growth
- Greater flexibility in how you build your practice
- A defined path from production to leadership and ownership
- Infrastructure that can support an individual practice, growing team, or established agency
Compensation
This is an independent contractor opportunity with performance-based compensation.
- Uncapped earning potential
- Compensation based on personal production and applicable contracts
- Leadership compensation available for qualified team builders
- Agency-growth opportunities based on experience, structure, and alignment
- Typical annual earnings for established full-time professionals may range from $90,000 to $180,000+
Earnings are not guaranteed. Results depend on licensing, activity, production, experience, leadership, and individual execution.
What We Believe
We believe financial professionals should be able to build meaningful careers without sacrificing their identity, relationships, or long-term ambitions.
We also believe agency owners should not have to choose between independence and infrastructure.
The right platform should strengthen what you have already built while helping you prepare for what comes next.
Your Next Chapter Starts With a Conversation
If you are a licensed professional, team leader, or agency owner evaluating your next stage of growth, we invite you to explore Legacy Grove Group.
This is a confidential alignment conversation.
No pressure. No pitch.
Just an honest discussion about where you are, what you are building, and whether our platform can help you move forward.
Better Decisions Create Better Outcomes.
Perhaps this is the decision that shapes your next chapter.
