A CAREER UNLIKE ANY OTHER:

Working for the Knights of Columbus – The Abbate Agency is unlike any other career opportunity you’ll come across.  We’re a niche organization in a niche business. Working for us allows you to lead a life of service to your community, to the Church, and to Catholic families/businesses in your area, while giving you the ability to create a business you can call your own.

Knights of Columbus Advisors serve an exclusive territory.  Working with Catholic members and families, our advisors present meaningful financial and insurance solutions and have regular contact with all their members.

Through their special relationship with their advisor, Knights of Columbus members, their spouses, and their minor children get exclusive access to our product portfolio.

The Knights of Columbus program has earned numerous accolades including an A+, Superior rating from A.M. Best and designation as a “World’s Most Ethical Company” by the Ethisphere Institute in 2014, 2015, 2016, 2017 and 2018.

KEY COMPONENTS OF BEING AN ADVISOR WITH THE KofC – The Abbate Agency

  • Training schedule developed just for you
  • Integration into our financial team concept
  • Building a plan designed exclusively for your region
  • Helping and developing your community 

WHAT IS EXPECTED OF AN ADVISOR WITH THE KofC – The Abbate Agency

  • Following our fiduciary roles & responsibilities for our clients
  • Building and enhancing your financial literacy 
  • Regulatory Requirements 
  • Quality Assurance 
  • Customer Service
  • Personnel Management 
  • Task Management 
  • Team Building
  • Financial Profitability
  • Software comprehension (Microsoft, Safari, Google Docs, etc.)
  • THE ABILITY TO SEE SUCCESS IN THEMSELVES

BENEFITS OF BEING AN ADVISOR WITH THE KofC – The Abbate Agency

  • Match your Faith with your career goals
  • Set your own work schedule and activities
  • Comradery among your team and your members
  • Noncontributory Pension Plan
  • Life, Health and Disability Benefits
  • 401(k) and ROTH 401(k)
  • Performance Incentives and Award Trip
  • Continuing Education

REQUIRED QUALIFICATIONS (Minimum Required)

  • Active Series 6 and 63 licenses (or will have it complete within 2 months of hire)
  • Active Virginia Life, Health and Annuity license (or will have it completed within 2 months of hire)
  • No pending felony charges or convictions for criminal offenses 
  • Baptized Catholic or will become Catholic within 3 months of starting  

EDUCATION:

  • Bachelor’s degree, preferred a degree in finance, mathematics or business 

PREFERRED QUALIFICATIONS:

  • CFP, CLU, CFA, CPA
  • Master’s Degree, preferred a degree in finance, mathematics or business 

OUR MOTTO:

 The Abbate Agency’s registered trademark is “Excellence in Life Planning”®.  It’s that way for a reason.

WHY JOIN OUR TEAM:

We strive to provide the best in ourselves so we can provide “excellence” to our clients.  Our processes are proven to incite trust with our clients, repeat business and build success for our team.  Your management team is dedicated to help train, guide and mentor you to success and financial prosperity.  We will only hire individuals who will work well within our group.  If that individual is you, your possibilities to build and flourish in this career are endless!

 

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*As of 1/12/18, rated A+, Superior for Financial Strength by A.M. Best. **Named a 2017 World’s Most Ethical Company by the Ethisphere Institute. ***All Field Agent applicants must either be a member of the Knights of Columbus or eligible for membership.