Field Agent

Knights of Columbus; Lafayette (IN); Híbrido; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives. We are a not-for-profit charitable organization helping members secure their financial future through insurance and investments while performing charitable work.

Agents are assigned to territories serving Knights families, with self-set schedules, coaching, and eligibility for group life, medical, disability, pension and 401(k) plans along with potential bonuses.

Formación

• Must have an active state life insurance license (or complete the license process).
• Be prepared to pursue CFP/CLU/CFA/CPA or other professional designations preferred.

Responsabilidades

• Provide our members and their families with tailored financial advice.
• Be deeply involved in your parish and Knights councils.
• Build and enhance your financial literacy.
• Learn and follow all regulatory requirements.
• Provide outstanding customer service to members and families.

Conocimientos

Life insurance license

Financial guidance

Regulatory compliance

Customer service

Educación

CFP, CLU, CFA, CPA or other designations

Descripción del empleo

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