Fraternal Insurance Agent-California

Job Summary

Job Responsibilities

• Achieve production quotas in the Agent’s territory, as set by the General Sales Manager, the Regional Insurance Executive for California, and the Home Office.
• Provide personalized and professional service to policyholders and their families, fulfilling the Order’s commitment to charity, unity, and fraternity.
• Identify and recruit new members to increase the potential market for KofC insurance.
• Engage with members in the work of the Order by participating in common worship, charitable works, meetings, and initiation rites, in order to unite all members in the Catholic faith, encourage greater membership and commitment, and further the mission of the Order.

Knowledge, Skills, And Abilities

• Extensive knowledge of the laws, policies and procedures of the Order preferred.
• Prior knowledge of and experience with local and/or state Council operations preferred.
• Prior quota bearing sales experience preferred.
• Effective oral and written skills.
• Ability to work independently day-to-day and as part of a regional team.
• Systems/Technical Knowledge: Microsoft Office, including Word, Excel and PowerPoint.

Interactions Within KofC HQ

• All internal KofC departments.
• Local, district and state Council leadership, members, and insurance agents.

Education And Experience Requirements

• Education: BA or BS degree preferred.
• Experience: 1-2 years of sales experience or equivalent combination of training and experience.
• Licensing/Certification: Must receive and maintain all required insurance licenses.

Language

• English.

Other

• Eligible for membership and joins before start of employment.

Performance Indicators

• Achieves quarterly and annual production goals including both insurance metrics and membership growth.
• Demonstrates strong customer service orientation; feedback from internal and external sources on service provided and problem resolution.
• Demonstrates organizational skills, particularly timely and complete submission of insurance applications and thorough preparation for meetings with policyholders and potential purchasers.

Decision Making

• Manages complex financial questions and products; requires application of specific technical skills and expertise.