Field Agent

Knights of Columbus; Cleveland (OH); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Schedule you set yourself

Coaching on your business plan

Group life, medical, and disability保险可

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). This nonprofit organization supports members and their families with insurance programs and investments while engaging in charitable works.

You’ll be assigned to a territory of KC families and help members with meaningful financial solutions. You’ll join a faith-based, community-focused team that emphasizes service, parish involvement, and professional development through

Qualifications

• Active state license to sell life insurance and our other products.
• CFP, CLU, CFA, CPA, or other professional designations are preferred but not required at hire.

Responsibilities

• Provide our members and their families with 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 outstanding customer service to our members and families.

Education

Active life insurance license

Job description

We are seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR).

Working with the Knights of Columbus as a financial professional is unlike any other career opportunity you'll come across. We are a not-for-profit charitable membership organization that helps provide financial security to its members and their families through its insurance programs and investments while also engaging in charitable works.

Each Knights of Columbus financial professional is assigned to a territory of Knights of Columbus families. Our agents and advisors offer meaningful insurance and financial solutions to our Catholic members and their families and join our members in building our church and serving our communities.

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 & ADVISORS:

• 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 at hire):

• CFP, CLU, CFA, CPA, or other professional designations