Field Agent

Knights of Columbus; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives. The role centers on serving Catholic members and their families with insurance products and investment solutions while engaging in charitable works.

Agents build relationships within councils, help members with personalized financial plans, and operate in a supportive, community-oriented environment that values service and financial literacy.

Qualifications

• Active state life insurance license or in-process completion as required by the state.

Responsibilities

• Provide members and families with tailored insurance and financial solutions.

Skills

Life insurance license

Education

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