Entry-Level Financial Advisor with Training

Job Description

Consider the Growing Team at The Regan Agency – Knights of Columbus (KoC)!

Do you have an athlete's mindset and a drive for teamwork and achievement? Leverage your sports background in an exciting career as a Financial Advisor with The Regan Agency – Knights of Columbus.

Why Athletes Succeed with KoC: The qualities that make athletes excel on the field are the same traits that drive success in the insurance and financial services industry. Here’s why athletes shine in our environment:

Team-Oriented Approach: Success here is built on collaboration. Athletes understand the power of teamwork and thrive in a supportive environment that values working together to achieve shared goals.

Perseverance Through Challenges: Athletes know how to tackle adversity head-on and stay focused through obstacles—qualities that translate seamlessly into building a successful career.

Goal-Focused Excellence: Athletes are wired to set ambitious goals and relentlessly pursue them. This mindset is invaluable when helping clients reach their financial milestones.

Mastery of Discipline: Years of balancing training schedules, competition, and education give athletes an edge in managing their time and staying on top of priorities.

Driven to Win: The competitive drive to succeed fuels athletes’ passion for excelling in their careers, delivering outstanding results for clients, and outperforming expectations.

Follow this link to hear about Superbowl Champion Harrison Butker’s connection with faith and KoC:

Follow this link to hear MLB’s Trevor WIlliams membership with KoC:

Meet Our Leaders:

General Agent:

How long with K of C? 14+ years.

Prior Experience? Accountant

Passionate About? Family adventures, watching college football, outdoor activities, hunting, and being a mentor.

Financial Agent #1:

How long as an agent? 37+ years.

Prior Experience? Teacher

Passionate About? Hiking, golf, and participating in K of C council activities.

Financial Agent #2:

How long as an agent? 21 years.

Prior Experience? Police Sergeant and Commander of the Criminal Investigations Division.

Passionate About? Family time, golf, hunting, fishing, and long weekends at the beach house.

Financial Agent #3:

How long as an agent? 17 years.

Prior Experience? Real Estate Agent

Passionate About? Spending time with family, watching sports, traveling, and staying active.

Position Overview: As a Financial Advisor with the Knights of Columbus, you’ll play a mission-driven role focused on building trusted relationships with Catholic families and understanding their protection and financial planning needs. You'll provide personalized guidance on life insurance and retirement solutions that reflect their values and help secure their future. With comprehensive training and mentorship, you’ll grow your expertise over time—expanding your ability to offer holistic financial strategies and advance your career within a faith-based, service-oriented organization.

What New Advisors Value Most:

Fast onboarding process, with new advisors typically ready to begin within 30 days.

Mentorship program that includes an average of 25-35 appointments with an experienced mentor to ensure early success.

Paid licensing and professional designations to support ongoing development.

Mission-driven work focused on serving fellow members and their communities.

Opportunity to align your professional life with their faith and values within their church community.

Access to a robust database of approximately 1,000 member families to jumpstart your client base, eliminating the need to rely on personal networks.

Characteristics Valued Most in Candidates:

Faith-filled individual, active in his parish.

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

Coachable, willingness to learn and be challenged.

Self-driven and energetic.

Disciplined with a strong work ethic.

Open minded to a career change.

Benefits and Incentives:

Path to exceed $100,000 in first year earnings, with starting draw.

Up to $12,000 in training grant.

Significant variable perks including commissions, bonuses and incentive trips, offering unlimited earning potential based on performance.

Health insurance, dental insurance, vision insurance and disability insurance.

Retirement including Pension and 401(k).

Eligibility Criteria:

2 or 4 year degree is preferred, but not required.

Willingness to quickly obtain (or reinstate) state insurance licenses and FINRA certifications.

To align with the Knights of Columbus charter and IRS nonprofit status, advisors must meet the organization's membership requirements, which are limited to Catholic men as defined by the governing body.*

With a legacy of top-tier awards and a focus on training and development, we provide the tools, mentorship, and support needed to help you succeed. Join us and make a lasting impact while growing your career in financial services!

* This qualification is in accordance with the Knights of Columbus' governing charter and bylaws, as a Catholic fraternal benefit society under IRS Section 501(c)(8).Company Description

The Regan Agency, part of the renowned Knights of Columbus, has been dedicated to serving Catholic families since its founding in 1882. Rooted in the values of charity, unity, and fraternity, the agency provides trusted financial guidance across Washington DC, Maryland, and northern Virginia. As a nonprofit organization, the Regan Agency’s mission is to offer financial protection while fostering a strong sense of community and faith for Catholic families.

With a deep commitment to charity, the Regan Agency helps support a variety of initiatives that assist the sick, disabled, and those in need. By turning insurance premiums into charitable impact, they ensure that members and their families are financially secure while also giving back to their communities. Guided by the Knights of Columbus’ core values of integrity, professionalism, and respect, the Regan Agency offers a fulfilling, mission-driven career for those looking to make a difference.

Full-time