Life Insurance Field Agent- Maryland / DC

Knights of Columbus; Maryland; À distance; USD 60 000 - 90 000; Plein temps

Résumé du poste

Knights of Columbus seeks a Field Agent to serve Maryland/DC families from a home-based, full-time footprint. You will meet members to assess needs, present life insurance solutions, and provide ongoing service to ensure long-term financial security. Expect in-person visits, council events, and regional coordination to reach sales goals.

The role emphasizes strong client relationships, compliant practices, and education for members and stakeholders within a Catholic fraternal context.

Qualifications

• Strong field service and outreach capabilities.
• Excellent verbal and written communication skills.
• Proven customer service experience and relationship-building.
• Experience educating clients on products, benefits and processes.
• Sales experience focused on needs-based selling and ethics.
• Must be able to work on-site in Frederick, MD with regional travel.
• Valid driver’s license is required.
• Comfort working within a Catholic fraternal context.

Responsabilités

• Meet with Knights of Columbus members to assess insurance and financial protection needs.
• Present appropriate life insurance and related products.
• Provide ongoing service and support for long-term financial security.
• Conduct in-person visits, attend council meetings and parish events.
• Coordinate with regional leadership to achieve sales and service goals.
• Maintain accurate records and comply with standards and policies.

Connaissances

Field service

Outreach

Communication

Customer service

Training/education

Sales ethics

Driver's license

Catholic context

Formation

Maryland life insurance license

Outils

CRM

Office software

Description du poste

Company Description

The Knights of Columbus is a Catholic fraternal organization founded in 1882 at St. Mary's Church in New Haven, Connecticut, with more than 1.9 million members across the Americas, Europe, and Asia. For over 140 years, the organization has focused on supporting the financial security of members and their families through highly rated, fiscally stable, and ethically managed insurance products. The Knights of Columbus currently has more than $130 billion of life insurance in force. In addition to its financial services, the organization is deeply committed to global charity and service, contributing $1.55 billion and 691 million volunteer hours to charitable projects over the past decade. Content linked from external articles may not necessarily reflect the views of the Knights of Columbus or Knights of Columbus Asset Advisors (KoCAA).

Role Description

The Field Agent – Maryland / DC is a full-time role based out of your home in the Maryland / DC area, focused on serving Knights of Columbus members and their families with insurance and financial protection solutions. Day-to-day responsibilities include meeting with members to assess their needs, presenting appropriate life insurance and related products, and providing ongoing service and support to ensure long-term financial security. The Field Agent will conduct in-person visits, attend council meetings and parish events, and participate in outreach activities to build relationships and expand awareness of Knights of Columbus offerings. The role also involves maintaining accurate records, following compliance and ethical standards, and coordinating with regional leadership to achieve sales and service goals. Training, mentorship, and ongoing professional development are provided to support success in the position.

Qualifications

• Strong field service and outreach skills, with the ability to visit members in person and support their insurance and financial protection needs.
• Excellent communication abilities, including clear verbal and written communication and effective interpersonal skills with diverse individuals and groups.
• Proven customer service experience, demonstrating responsiveness, empathy, and a commitment to long-term client relationships.
• Experience in training or educating clients and stakeholders on products, benefits, and processes in a clear and accessible manner.
• Sales skills with a focus on needs-based selling, goal orientation, and adherence to ethical standards in financial services.
• Ability to work on-site in Frederick, MD, with regional travel as needed and a valid driver’s license.
• Comfort working within a Catholic fraternal context and supporting the mission and values of the Knights of Columbus.
• Preferred: Background in insurance, financial services, or related fields; state insurance licensing (or ability to obtain); and basic proficiency with CRM and office software.
• Maryland State life insurance license required for contracting (Knights of Columbus will help in the education for license exam)