What are the responsibilities and job description for the Independent Agent position at 1891 Financial Life?
Company Description 1891 Financial Life, formerly National Catholic Society of Foresters (NCSF), is a not-for-profit financial services organization dedicated to enriching parishes and communities, fostering positive values, and strengthening families through programs, social events, and membership benefits. The organization provides life insurance, annuities, and member benefits tailored to Christian families. As a Main Street-focused institution, 1891 Financial Life directs funds that would otherwise go to shareholders back into members’ parishes and local communities. These contributions are enabled through insurance certificate sales that support impactful community programs and benefits. Team members join a mission-driven environment that blends financial security solutions with community-focused service.
Role Description This is a full-time, on-site role based in Chicago, IL for an Independent Agent at 1891 Financial Life. The Independent Agent will meet with individuals and families to assess their financial protection needs and recommend appropriate life insurance and annuity solutions. Day-to-day responsibilities include prospecting and building a client base, conducting needs-based consultations, presenting product options, and guiding clients through the application and underwriting process. The agent will provide ongoing service to existing policyholders, respond to inquiries, and support members in understanding their benefits and available programs. The role also involves participating in community and parish events, collaborating with internal teams for training and product updates, and maintaining accurate records in compliance with regulatory and company standards.
Qualifications
Role Description This is a full-time, on-site role based in Chicago, IL for an Independent Agent at 1891 Financial Life. The Independent Agent will meet with individuals and families to assess their financial protection needs and recommend appropriate life insurance and annuity solutions. Day-to-day responsibilities include prospecting and building a client base, conducting needs-based consultations, presenting product options, and guiding clients through the application and underwriting process. The agent will provide ongoing service to existing policyholders, respond to inquiries, and support members in understanding their benefits and available programs. The role also involves participating in community and parish events, collaborating with internal teams for training and product updates, and maintaining accurate records in compliance with regulatory and company standards.
Qualifications
- Demonstrated ability to build relationships, communicate clearly, and provide client-focused service in a professional setting.
- Strong sales, negotiation, and presentation skills, with the capacity to explain financial concepts in an accessible way.
- Organizational and time-management skills to handle multiple client needs, follow up on leads, and maintain thorough documentation.
- Comfort working in community and parish environments, with respect for diverse Christian values and traditions.
- Prior experience in insurance, financial services, or a related field is beneficial; state life and annuity insurance licensing or eligibility to obtain licensing is preferred.
- Proficiency with basic office software and CRM tools to manage client information and track activity.
- High level of integrity, ethical judgment, and commitment to serving members and their communities.
- High school diploma required; additional education in business, finance, or a related discipline is a plus.