Internal Wholesaler - Life Insurance
US
Feel Good About Doing Good
The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.
While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.
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Overview
Develops and conducts seminars on the Order’s life insurance products for members and their families. Assists Field Agents in developing sales concepts for life insurance and joint sales work. Plans, builds and leads development of life insurance and annuity marketing campaigns that align with the Order’s goals. Helps Agents develop targeted marketing strategies for life insurance and annuity products. Collaborates with Field Performance Specialists, Regional Vice Presidents, and other regional resources on in-person sales support for Agents in the field.
Core Responsibilities
- Develop seminars and presentations for members and their families showcasing our life insurance and annuity products.
- Travel to local councils and parishes to present seminars with Agents.
- Collaborate with Agents to develop sales strategies and presentations for potential clients.
- Develop strategy for marketing life and annuity products and campaigns to align with that strategy, including drafting the marketing materials and working closely with the Marketing team to ensure the final drafts align with the Order’s strategy.
Compensation
The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $104,500 - $172,400.
Skills Qualifications
- Experience with Life Insurance and Annuity products.
- Superb presentation skills.
- Excellent oral and written communication skills.
- Microsoft Office including Word, Excel, PowerPoint, Teams.
Education
Education:
- Bachelor’s degree required (BA in business or a related field preferred).
- CLU required
- LUCTF, LACP preferred
Experience:
- Licensed to sell life insurance and annuities in all states.
- At least three years selling life insurance and annuities to clients.
- Demonstrated expertise in presenting marketing seminars to potential clients.
- Knowledge of insurance marketing regulations and strategy.
Authorization to work in the United States is required
This position is not eligible for visa sponsorship
Physical Demands
KofC Cares
Our mission is focused on family and faith, and we support our employees in seeking a balanced life.
Employee benefits include:
Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
Professional Development: Certifications, designation, and tuition reimbursement.
Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
Health and Wellness:
- Short-term disability and term life insurance fully paid for by the company;
- Up to 12 weeks of childbirth leave under STD policy.
- One week of fully paid parental leave for all new parents, including adoptive and foster parents.
- A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
- Long-term disability insurance;
- Dental insurance;
- Vision insurance;
- Health club membership reimbursement;
- Employee Assistance Program