仕事内容

About the Role

Join the Knights of Columbus as an insurance field agent and embark on a unique career path centered around serving Catholic families and communities. This not-for-profit fraternal benefit society offers financial security through its insurance programs while actively participating in charitable efforts. In 2023, the organization contributed $193 million to charitable causes and members volunteered 47.5 million hours in their communities.

Role Overview

Each agent manages a specific territory of Knights of Columbus families, delivering tailored financial and insurance solutions while supporting the church and local community initiatives. The insurance program holds a prestigious A+ (Superior) rating from A.M. Best as of December 2023.

What We Provide

A vocation rooted in Catholic values and community service
Access to contacts within councils who are insurance-eligible
Flexible, self-directed scheduling
Personalized coaching to develop your business plan
Bespoke training programs tailored to your needs
Group life, medical, and disability insurance eligibility
Participation in cash balance pension and 401(k) retirement plans
Opportunities to earn performance bonuses and incentives

Agent Expectations

Offer personalized advice aligning with members' needs
Maintain active involvement in your parish and Knights councils
Enhance financial knowledge continuously
Adhere strictly to all industry regulations
Deliver exceptional customer service to members and their families

Minimum Qualifications

Possession of an active state license to sell life insurance and related products, or successful completion of the licensing process as required

Preferred Qualifications

Bachelor's degree
Sales experience
Series 65 license
Professional certifications such as CFP, CLU, CFA, or CPA

Field Agent

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