Field Agent

Job summary

Provide Catholic members and their families with tailored financial and insurance solutions. Engage actively with local parishes and councils to build the church and serve the community.

Job details

A CAREER UNLIKE ANY OTHER Working with the Knights of Columbus as an insurance agent is unlike any other career opportunity you’ll come across. Knights of Columbus is a fraternal benefit society for Catholic men. We are a not-for-profit charitable membership organization that helps provide financial security to its members and their families through its insurance programs while also engaging in charitable works. In 2023 alone, Knights of Columbus donated $193,000,000 to charity and our members performed 47.5 million hours of volunteer service in their communities. Each Knights of Columbus insurance agent is assigned to a territory of Knights of Columbus families.Our agents offer meaningful financial and insurance solutions to our Catholic members and their families and join our members in building our church and serving our communities. The Knights of Columbus insurance program has earned numerous accolades including an A+ (Superior) rating from A.M. Best as of December 2023. WHAT WE OFFER: Career centered on the Catholic faith and serving the community Contacts in our councils who are eligible to purchase insurance Schedule you set yourself Coaching on your business plan Training plan developed just for you Eligibility for our group life, medical, and disability insurance Eligibility for our cash balance pension plan and 401(k) plans Eligibility to earn performance incentives and bonuses WHAT WE EXPECT FROM OUR AGENTS: Provide our members and their families with the advice that fits their needs Be deeply involved in your parish and the councils of Knights you serve Build and enhance your financial literacy Learn and follow all regulatory requirements Provide our members and their families with outstanding customer service QUALIFICATIONS (Minimum): Active state license to sell life insurance and our other products, or successful completion of the license process when required by the state PREFERRED QUALIFICATIONS (Not required): Bachelor’s degree Sales experience Series 65 license CFP, CLU, CFA, or CPA professional designations

What you’ll do

Provide Catholic members and their families with tailored financial and insurance solutions. Engage actively with local parishes and councils to build the church and serve the community.

Requirements

Must possess an active state license to sell life insurance or be able to complete the licensing process. A bachelor's degree and professional designations like CFP or CPA are preferred but not required.

Benefits

• Group Life Insurance
• Medical Insurance
• Disability Insurance
• Cash Balance Pension Plan
• 401(k) Plans
• Performance Incentives
• Bonuses

Listed skills

• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Life Insurance Sales
• Financial Literacy
• Customer Service
• Business Planning
• Regulatory Compliance
• Financial Advising

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Social Services