Field Agent

Knights of Columbus; Front Royal (VA); On-site; USD 50,000 - 80,000; Full time

Job summary

Knights of Columbus in Virginia is seeking licensed financial professionals to serve as insurance agents and investment advisory representatives. You will work within our Catholic community to provide tailored protection and growth solutions to members and their families.

You will be assigned to a territory of KC families, build relationships through parish councils, and set your own schedule while developing your client base with coaching on your business plan.

Qualifications

• Active life insurance license is required or in process
• Designations such as CFP/CLU/CFA/CPA are preferred
• Strong customer service and compliance mindset required

Responsibilities

• Provide members with tailored insurance and financial advice
• Be involved in parish and councils served
• Build financial literacy and regulatory compliance
• Deliver outstanding service to Knights of Columbus members

Education

Active state life insurance license

CFP designation

CLU designation

CFA designation

CPA designation

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