Field Agent

Knights of Columbus; California; On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Flexible schedule

Group life insurance

401(k) plan

Disability insurance

Coaching

Job summary

Knights of Columbus is seeking an insurance agent to serve Catholic families within a defined territory. The role focuses on guiding members with insurance and financial solutions while engaging in parish activities and charitable works.

Agents have the opportunity to build long-term client relationships, access group benefits, and participate in a performance-based incentive structure related to the Knights of Columbus programs.

Qualifications

• Provide our members and their families with the advice that fits their needs.
• Be deeply involved in your parish and the councils you serve.
• Build and enhance your financial literacy.
• Learn and follow all regulatory requirements.
• Provide our members and their families with outstanding customer service.

Responsibilities

• Provide our members and their families with the advice that fits their needs.
• Be deeply involved in your parish and the councils you serve.
• Build and enhance your financial literacy.
• Learn and follow all regulatory requirements.
• Provide our members and their families with outstanding customer service.

Skills

Customer service

Financial literacy

Parish involvement

Education

Life insurance license

Active state license to sell life insurance

Job description

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
• 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):

• Series 65 license
• CFP, CLU, CFA, or CPA professional designations