Financial Representative - Entry Level
hace 15 horas
Washington
Job Description Why Driven Young Professionals Could Succeed with the Borrelli Agency - Knights of Columbus! If you're someone who's motivated, entrepreneurial, and eager to explore a meaningful path, you might find a strong fit here. The qualities that often support personal growth and leadership may also contribute to success in the insurance and financial services world. Here's why you could thrive with us: • Entrepreneurial Mindset: You may not be looking to punch a clock—you might prefer to build something of your own. Here, you could have flexibility over your schedule, your income, and your future. We offer a platform, mentorship, and tools. You bring the effort and drive., • Purpose-Driven Impact: If you're someone who values meaningful work, this role might appeal to you. At the Knights of Columbus, you're not just offering financial products—you could be helping protect families, support your Church, and serve your community in ways aligned with your faith., • Growth Without Limits: If you’re frustrated by capped salaries or limited advancement opportunities, this model could offer more potential. Our performance-based approach doesn't impose hard limits—the more you develop, the more you might earn. We aim to support your growth along the way., • Real-World Responsibility: This opportunity isn't designed as an internship or short-term position. You could be working directly with families, addressing real needs, and creating impact from the start. Your efforts may carry real significance. Meet Our Local Leaders: Benji Borrelli, General Agent and Supervising Financial Advisor: • Time with KoC: Over 13 years., • Prior Experience: Northwestern Mutual Financial Representative, responsible for prospecting new clients for life insurance, long-term care, disability, retirement annuities, and investment services., • Passionate About: Charity and guiding people through life’s most important decisions. Married to his wife for 13 years, with six children. Their family treasures praying the rosary each night, playing in their large yard, taking road trips, and attending Knights of Columbus events together., • Time with KoC: Over 13 years., • Prior Experience: Delivery and transportation/shipping business, serving as Operations/Project Manager for a privately owned company., • Time with KoC: Over 6 years., • Prior Experience: President of Zyomic Technologies, where he hired, trained, and managed 14 people across the United States., • Time with KoC: Over 7 years., • Prior Experience: VP Sales and Marketing for over 15 years where he was responsible for starting, running, and selling leading mobile digital advertising platforms., • Time with KoC: 20 months., • Prior Experience: Agency Vice President for over 30 years, where he oversaw 46 field offices, 152 agents, and 24 administrative positions. What New Agents Value Most: • Opportunity to align your professional life with their faith and values within their church community., • Mission-driven work focused on serving fellow Catholics and their communities., • Fast onboarding process, a licensed professional can onboard within 30 days they are a fit for our model., • Paid licensing and professional designations to support ongoing development., • Mentorship program where you will be paired with an Assistant General Agent who will act as your mentor and sales manager., • Unlimited shadowing to see what ideal practice looks like while you develop., • Mentoring sessions to help you in your development until you are skilled and confident in your own abilities., • Continuous prospecting and referral training to help you expand your own network., • Exclusive sales territory is provided with a base of customers to service and the ability to see real-time examples of products at work helping families., • Knights of Columbus membership or eligibility, • Bachelor’s degree, • Series 65 license, • Sales experience., • Faithful to Catholic teaching, • Active in parish and local KoC council, • Effective communication and interpersonal skills, • Self-motivation, hunger, and discipline, • Financial Knowledge, • Servants heart, • Humility and coachability, willingness to learn and be challenged, • 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, • Eligibility for our group life, medical, and disability insurance, • Eligibility for our cash balance pension plan and 401(k) plans, • Eligibility for performance incentives and bonuses, • Eligibility to qualify for an All-inclusive husband and wife annual incentive trip. (2026 Barcelona Spain), • Expense allowance bonus on all new life insurance sales (18 to 27%), • Quality Production Bonus on all life insurance business retained. (8 to 14%), • Regional Incentives based at the agency level Company DescriptionThe Borrelli Agency – Knights of Columbus empowers motivated professionals to succeed through mentorship, faith-driven values, and unlimited growth potential. Our advisors provide families with life insurance, retirement planning, and financial strategies while serving their communities with purpose. With a culture rooted in service, integrity, and Catholic tradition, we offer the tools, training, and support to help you thrive both personally and professionally.The Borrelli Agency – Knights of Columbus empowers motivated professionals to succeed through mentorship, faith-driven values, and unlimited growth potential. Our advisors provide families with life insurance, retirement planning, and financial strategies while serving their communities with purpose. With a culture rooted in service, integrity, and Catholic tradition, we offer the tools, training, and support to help you thrive both personally and professionally.