Field Agent Western US

About the role

The Knights of Columbus (KofC) is a fraternal benefit society for Catholic men. We are a not-for-profit charitable membership organization dedicated to protecting Catholic families financially and promoting charitable works. In 2023, we donated $193 million to charity and provided 47.5 million hours of volunteer service in our communities.

Responsibilities

• Achieve production quotas in the Agent's territory as set by the General Agent and the Home Office.
• Provide professional service to policyholders and their families, fulfilling the KofC commitment to charity, unity, and fraternity.
• Identify and recruit new members to increase the potential market for KofC insurance.
• Offer guidance to members and their families based on their needs.
• Be deeply involved in parish activities and councils of Knights served.
• Follow all regulatory requirements and provide outstanding customer service.

Requirements

• Knights of Columbus membership or eligibility.
• Active state life and health insurance licenses, or successful completion of the process as required by the state prior to onboarding.

Qualifications

• Bachelor’s degree.
• Series 65 license.
• Sales experience.
• Professional Designations (CLU, ChFC, CFP, CFA, CPA).

Skills

• Familiarity with insurance products such as Permanent Life Insurance, Term Life Insurance, Annuities, Disability Income Insurance, and Long-Term Care Insurance.
• Ability to work within a faith-centered organization and combine career with service to the Catholic Church.
• Strong communication and customer service skills.
• Ability to meet and exceed production quotas.

Benefits

• Career centered on the Catholic faith and serving the community.
• The ability to match your faith with your career goals.
• The opportunity to build and enhance your financial literacy through KofC University.
• 100% reimbursement for professional designations.
• Group life, medical, and disability insurance eligibility.
• Pension plan and 401(k) plans eligibility.
• Performance incentives and bonuses eligibility.

Pay

Details about pay are not specified in the job posting.

Schedule

Details about the schedule are not specified in the job posting.