Insurance Agent with Training

Job Description

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.
• Community & Mentorship: You could become part of a close-knit team that supports each other. With structured mentorship, shared values, and a collaborative environment, you might find a place where you can grow professionally without compromising who you are.

Check out this impactful video about why you should consider becoming an Agent with the Knights of Columbus – A Career Rooted in Faith and Family:

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.
• Vision for Growth? Benji is focused on mentoring the next generation of leaders within KoC, ensuring continued growth while staying rooted in faith, family, and service.

Patrick Arndt, Assistant General Agent and Financial Advisor:

• Time with KoC: Over 13 years.
• Prior Experience: Delivery and transportation/shipping business, serving as Operations/Project Manager for a privately owned company.
• Passionate About: Spending summers with his family on Lake Huron, attending music festivals, and concerts. Married to his wife for 17 years with two children.

Thomas McCully, Assistant General Agent and Financial Advisor:

• Time with KoC: Over 6 years.
• Prior Experience: President of Zyomic Technologies, where he hired, trained, and managed 14 people across the United States.
• Passionate About: Farming, hunting, cooking, traveling abroad, and entertaining friends. Spending long weekends with family and friends on Torch Lake. Married to his wife for over 25 years, with two children.

Brennan Hayden, Field Agent and Financial Advisor

• 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.
• Passionate About: Spending time at his cottage up north, traveling, and music. He and his wife enjoy spending time with their adult children.

Mike Abdella, Field Agent:

• 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.
• Passionate About: Loves family life and traveling. Married to his wife for 40 years, with two children.

Position Overview: As an Insurance Agent, your role centers on building strong client relationships and understanding their protection goals. You’ll provide personalized advice and craft customized insurance strategies to help members protect what matters most. Additionally, there is a clear growth path from Insurance Agent to Financial Advisor once you pass your Series 65 exam, allowing you to expand your expertise to mutual funds as you advance in your career.

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.
• Free leads from your exclusive territory and existing customer base to make prospecting efficient.

The Minimum Qualifications:

• Knights of Columbus membership or eligibility
• Active state life and health insurance licenses, or successful completion of the process as required by the state prior to onboarding.

The Ideal Qualifications:

• Bachelor’s degree
• Series 65 license
• Sales experience.
• Professional Designations, CLU, ChFC, CFP, CFA, or CPA

Characteristics Valued Most in Candidates:

• 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
• Systematic, and being able to follow a process toward success.

Benefits and Incentives:

• 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

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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.

Company Description

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.