Field Agent

Knights of Columbus; Lake City (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Catholic community involvement

Flexible schedule

Coaching on business plan

Group life, medical, and disability

401(k) plans eligibility

Performance incentives and bonuses

Job summary

Knights of Columbus in Florida is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). You will help members and their families secure their financial futures through insurance products and investments within a not-for-profit Catholic organization.

As part of our team, you will operate within a community-oriented setting, set your own schedule, and receive coaching to build a personal business plan while adhering to regulatory requirements

Qualifications

• Active state life insurance license is required or license process must be completed when required by the state.
• Be prepared to follow regulatory requirements and provide compliant financial guidance.
• Excellent customer service and ability to explain financial concepts clearly.

Responsibilities

• Provide members with personalized insurance and investment guidance.
• Be deeply involved in parish and Knights councils you serve.
• Build financial literacy and help families achieve financial security.

Skills

Active life insurance license

Regulatory compliance

Education

Professional designations (CFP/CLU/CFA/CPA)

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