Field Agent

Knights of Columbus; Peachtree City (GA); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Knights of Columbus in Peachtree City, GA invites you to join as a financial professional, offering life insurance and investment advisory services to Catholic members and their families.

This role centers on serving the community and parish councils, delivering tailored financial solutions, building literacy, complying with regulations, and providing exceptional customer service while supporting charitable missions.

Qualifications

• Active state license to sell life insurance or completion of license process when required by the state.

Responsabilités

• Advise members and their families with insurance and financial solutions that fit their needs.
• Be deeply involved in your parish and Knights councils you serve.
• Build and enhance your financial literacy for clients and colleagues.
• Learn and follow all regulatory requirements applicable to our products and services.
• Provide members with outstanding customer service and support.

Formation

Life Insurance License (Active)

Description du poste

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