Virtual Sales Coordinator

King Legacy Group, Inc.; United States; Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Job summary

King Legacy Group, Inc. is seeking a remote outbound outreach specialist to connect with prospects and clients and book qualified appointments onto financial strategists' calendars. You will use a fully built operational stack, maintain CRM records, and follow a high-volume outreach cadence across calls, texts, and emails.

Compensation and benefits are discussed during the interview process. This is a W-2 position with remote work from the United States; you’ll work alongside licensed

Qualifications

• 1+ year in an outbound sales-support, appointment-setting, or customer-facing role.
• Comfortable handling a high volume of calls, texts, and emails.
• Strong CRM proficiency and meticulous logging of outcomes.
• Ability to work independently in a remote environment.

Responsibilities

• Reach out to prospects and clients surfaced by internal systems.
• Confirm interest and book qualified appointments onto financial strategists’ calendars.
• Keep CRM records current with complete activity logs.
• Follow a consistent outreach cadence across calls, texts, and emails.
• Escalate product or rate questions to licensed financial strategists.
• Maintain high daily outreach activity with professionalism.

Skills

Outbound sales

CRM proficiency

Communication skills

Remote work

Job description

The Connective Tissue Between the Platform and the Calendar.

Reach out to prospects and clients, confirm interest, and book qualified appointments onto financial strategists' calendars, keeping CRM records clean along the way.

1+ Years W-2 Employee Remote

You will be the connective tissue between LEGACY/OS and a live calendar. Working alongside the Nurture Agent and the opportunities surfaced by the Strategy Identifier Agent, you will reach out to prospects and clients, confirm interest, and book qualified appointments onto financial strategists' calendars, keeping CRM records clean and follow-up consistent so no lead goes quiet.

This is a W-2 employee position. Compensation and benefits are discussed directly during the interview process.

What You'll Do

Reach out to prospects and clients surfaced by the Nurture Agent and Strategy Identifier Agent

Confirm interest and book qualified appointments directly onto financial strategists’ calendars

Keep CRM records current, logging every outreach attempt and its outcome

Follow a consistent outreach cadence across calls, texts, and emails so no lead goes quiet

Escalate any product, rate, or recommendation question to a licensed financial strategist rather than answering it directly

Maintain a high volume of daily outreach activity with consistency and professionalism

What We Are Looking For

1 or more years in an outbound sales-support, appointment-setting, or customer-facing role

Comfortable with a high volume of calls, texts, and emails, and resilient with "no"

CRM proficiency and strong attention to detail in logging outcomes

Coachable, dependable, and comfortable working independently in a remote environment

Important boundary: this role schedules appointments and confirms logistics only. It does not discuss specific insurance products, rates, or recommendations, which is restricted to licensed financial strategists in most states.

What You Get

A Better Platform Should Improve Your Probability of Success.

Every King Legacy Group financial strategist 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.

According to the Catalyit State of Tech Report 2026, a study of 846 independent insurance agencies across 42 states

29%

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.

7-8%

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.

Day One

Licensed financial strategists get full platform access from day one

A one-time platform fee, comparable to a basic CRM subscription, activates LEGACY / OS at onboarding.

01

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.

02

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.

03

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.

04

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.

05

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.

06

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.

07

KLG Agent Academy

A structured training library covering product knowledge, discovery frameworks, objection handling, and strategy execution. New and experienced financial strategists start from the same strong foundation.

08

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.