Field Agent

About the role

We are seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). Each financial professional is assigned to a territory of Knights of Columbus families, offering meaningful insurance and financial solutions to Catholic members and their families while joining members in building the church and serving 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
• Training plan developed just for you
• 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 (not required at hire): Bachelor's degree, Series 65 license, CFP, CLU, CFA, CPA, or other professional designations.