Field Agent

Knights of Columbus; Traverse City (MI); Sur place; USD 60 000 - 100 000; Plein temps

Avantages offerts par ce poste

Group life insurance

Medical insurance

Disability insurance

401(k) plan

Pension plan

Performance incentives and bonuses

Résumé du poste

Knights of Columbus seeks financial professionals to act as insurance agents and investment advisory representatives. The role centers on serving Catholic members and their families with meaningful insurance and financial solutions while supporting parish and community efforts.

Agents may earn incentives and bonuses, with eligibility for group life, medical, disability insurance, and retirement plans such as a cash balance pension plan and 401(k).

Qualifications

• Active state license to sell life insurance and other products or license process completion when required.

Responsabilités

• Provide members and families with suitable financial advice.
• Be deeply involved in parish and Knights councils served.
• Build and enhance financial literacy.
• Learn and follow regulatory requirements.
• Deliver outstanding customer service to members and families.

Connaissances

Financial designations

Customer service

Formation

Active state 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