Field Agent

About the Role

Join the Knights of Columbus as an insurance field agent and embark on a unique career path centered around serving Catholic families and communities. This not-for-profit fraternal benefit society offers financial security through its insurance programs while actively participating in charitable efforts. In 2023, the organization contributed $193 million to charitable causes and members volunteered 47.5 million hours in their communities.

Role Overview

Each agent manages a specific territory of Knights of Columbus families, delivering tailored financial and insurance solutions while supporting the church and local community initiatives. The insurance program holds a prestigious A+ (Superior) rating from A.M. Best as of December 2023.

What We Provide

• A vocation rooted in Catholic values and community service
• Access to contacts within councils who are insurance-eligible
• Flexible, self-directed scheduling
• Personalized coaching to develop your business plan
• Bespoke training programs tailored to your needs
• Group life, medical, and disability insurance eligibility
• Participation in cash balance pension and 401(k) retirement plans
• Opportunities to earn performance bonuses and incentives

Agent Expectations

• Offer personalized advice aligning with members' needs
• Maintain active involvement in your parish and Knights councils
• Enhance financial knowledge continuously
• Adhere strictly to all industry regulations
• Deliver exceptional customer service to members and their families

Minimum Qualifications

• Possession of an active state license to sell life insurance and related products, or successful completion of the licensing process as required

Preferred Qualifications

• Bachelor's degree
• Sales experience
• Series 65 license
• Professional certifications such as CFP, CLU, CFA, or CPA