What are the responsibilities and job description for the General Agent position at Knights of Columbus?
Knights of Columbus General Agent
The Knights of Columbus (KofC) is a fraternal benefit society for Catholic men. We are a not-for-profit charitable membership organization, and our mission is to protect our Catholic families financially while also uniting in charitable works. We help provide financial security to our members and their families through our insurance programs and Catholic investments. In 2023 alone, the Knights of Columbus donated $193 million to charity and our members performed 47.5 million hours of volunteer service in their communities.
The Opportunity
We are looking for Catholic financial professionals to manage a team of insurance Field Agents and Investment Advisor Representatives (IARs). As a Knights of Columbus General Agent, you will be able to provide various products in our product portfolio, including : Permanent Life Insurance, Term Life Insurance, Annuities, Disability Income Insurance, Long Term Care Insurance, and Investment products. With the guidance of the Regional Account Executive Consultant, you will help shape the future by implementing a robust sales plan and strive to surpass production targets. As part of a faith-centered organization, you will also have a unique opportunity to combine your career with service to the Catholic Church by recruiting new members of the Order and participating in our mission of evangelization.
The Team
The Field team is growing, and we need driven leaders to support our mission. The Knights of Columbus insurance program has earned various accolades including being rated A Superior for financial strength by A.M. Best in December 2023 and was named by Forbes as one of America's Best Insurance Companies in 2024 in the permanent life insurance category. Knights of Columbus Insurance currently has more than $123 billion of life insurance in force. Knights of Columbus Asset Advisors holds more than $28 billion in assets under management. To further this success, we must continue our mission to reach more Catholic members and their families, which means growing our sales team in key locations.
The Impact
The Knights of Columbus General Agent serves as a manager and mentor to lead, recruit, train, motivate, and coach. Through your effective leadership, you will be able to guide your team to exceed performance targets and increase member satisfaction.
General Agent Core Responsibilities
- Manage a team of Field Agents and IARs within their territory.
- Conduct impactful sales meetings to nurture agency relationships with key stakeholders; driving growth, profitability, and client retention.
- Partner with the Home Office to recruit and attract quality candidates to work as insurance professionals in their agency.
- Empower agents to optimize their revenue potential by equipping them with tools and information that highlight The Knights of Columbus' unique portfolio.
- Utilize all available resources and strategies to propel growth and profitability. This will encompass : agent training, compensation structures, sales initiatives, marketing resources, cooperative programs, social media engagement, and more.
- Possess an in-depth understanding of our members needs and the market. Effectively educate agents on strategic approaches to drive agency revenue.
- Provide professional service to policyholders and their families, fulfilling the KofC commitment to charity, unity, and fraternity.
- Engage with parish and councils of the Knights they serve. Identify and recruit new members to increase the potential market for KofC insurance.
- Achieve quarterly and annual production goals including both insurance metrics and membership growth.
Skills and Competencies :
The Minimum Qualifications :
The Ideal Qualifications :
What we offer :
A Note about Insurance Licensing & Contracting Requirements
If we offer you an Agent Agreement, we will ask you to authorize and submit to a background check, including a credit report. We review all of these reports and documents to ensure that we are complying with the law regarding who may be a licensed insurance agent, and, if applicable, who may hold a Series 65 license, as well as to ensure our business is conducted properly.
The following are examples of some issues which may preclude you from being issued an insurance license, Series 65 license, and / or from having an Agent Agreement with the Knights of Columbus :
If you have any questions during the application process, please do not hesitate to contact us.
Thank you for your interest in the Knights of Columbus. We look forward to reviewing your application.