Field Agent

Knights of Columbus; Tampa (FL); Sur place; USD 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

Coaching on business plan

Group life insurance

Medical insurance eligibility

Disability insurance eligibility

401(k) plans

Performance incentives and bonuses

Résumé du poste

Knights of Columbus in Tampa seeks financial professionals to serve as insurance agents and IARs, offering meaningful insurance and investment solutions to Catholic families within a charitable framework.

We provide a community-centric career with flexible scheduling, coaching, and access to group benefits. Candidates should hold an active life insurance license and be prepared to engage with parish councils to build financial literacy and service.

Qualifications

• Active state license to sell life insurance, or completion of license process where required.
• Willingness to engage with parish councils and members.

Responsabilités

• Provide members and families with tailored insurance and financial advice.
• Be deeply involved in your parish and the councils you serve.
• Build and enhance financial literacy within the community.
• Learn and follow all regulatory requirements.
• Provide outstanding customer service to members and families.

Connaissances

Active life insurance license

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