Field Agent

Knights of Columbus; Youngstown (OH); Vor Ort; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Flexible schedule

Parish involvement

Coaching on business plan

Bonuses & incentives

Group benefits

Zusammenfassung

Knights of Columbus in Ohio seeks financial professionals to serve as insurance agents and investment representatives. You will work with Catholic members and their families, offering insurance and investment solutions while supporting parish activities.

You’ll be assigned to a territory, build financial literacy, adhere to regulatory requirements, and provide outstanding service. The role emphasizes community involvement and flexible scheduling within a not-for-profit member organization.

Qualifikationen

• Active state license to sell life insurance or completion of license process when required.
• Ability to explain insurance and investment options to members and families.
• Demonstrated customer-service excellence and community involvement.

Aufgaben

• Provide members with insurance and investment guidance tailored to their needs.
• Be deeply involved in parish and Knights councils served.
• Build and enhance financial literacy among members and families.
• Learn and follow all regulatory requirements and deliver outstanding service.

Kenntnisse

Regulatory compliance

Customer service

Sales skills

Financial literacy

Ausbildung

Active state life insurance license

Jobbeschreibung

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