Financial Advisor (Entry-Level, Bilingual)

Urrutia Agency - Knights of Columbus

Miami, FL, USA

Published: 6/14/2022

Job Description

Join the Award-Winning Urrutia Agency - Knights of Columbus!

Are you bilingual and highly engaged in your local community? Join Knights of Columbus as an Insurance Agent and discover the opportunity to serve and cultivate long-term relationships with a diverse, multilingual clientele throughout Greater Miami.

Why Bilingual Leaders Can Thrive Here:

Enhanced Client Communication & Trust – Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.
Global Market Understanding – Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.
Leadership & Adaptability – Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.
Competitive Advantage in a Diverse Industry – Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.

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: https://youtu.be/4SlcXYRoWUM

Meet Our Local Leaders:

Sergio Urrutia - General Agent:

How long with KoC? 22 years.
Prior Experience? Spent 12 years in Investment Banking in New York City before joining KoC.
Passionate About? Deeply committed to God and family. Enjoys spending his free time hunting and embracing the outdoors.
Vision for Growth: Passionately dedicated to transforming the lives of agents and advisors by fostering professional growth while expanding the agency’s impact, ensuring more Catholic families across Illinois achieve financial security and peace of mind.

Background: Local Assistant General Agent:

How long with KoC? 12 years.
Prior Experience? Worked in the mortgage industry before becoming a manager at Enterprise Rent-A-Car.
Passionate About? Grounded in faith and devoted to his family. He also has a strong passion for volleyball, both playing and following the sport.

Background: Local Assistant General Agent:

How long with KoC? 16 years.
Prior Experience? Worked as an engineer, ran his own business, and built expertise in tax services before joining KoC.
Passionate About? Devoted to God and his family. Actively involved in the Boy Scouts, supporting youth development and leadership.

Background: Local Field Agent:

How long with KoC? 15 years.
Prior Experience? Owned a computer repair business and also worked as a part-time teacher before joining KoC.
Passionate About? Centered in his faith and dedicated to family. He also has a love for magic and music, bringing creativity and joy to those around him.

About Us: Founded in 1882 by Blessed Father Michael J. McGivney and parishioners of St. Mary’s Church in New Haven, Connecticut, the Knights of Columbus embodies the principles of charity, unity, and fraternity. Our mission is to provide spiritual and financial protection for Catholic families while fostering a sense of community and faith among members from diverse backgrounds and stages of life.

Charity lies at the heart of everything we do, supporting a wide array of initiatives that uplift the sick, disabled, and those in need. As a fraternal benefit society, we deliver financial security for members and their families, transforming premiums into meaningful charitable impact. Guided by our principles of Charity, Unity, Fraternity, and Patriotism, we uphold core values of Integrity, Professionalism, Excellence, and Respect, making the Knights a fulfilling and mission-driven career home.

What You’ll Do: As a Financial Advisor with Knights of Columbus, your role is centered on building lasting relationships with our valued members, understanding their unique financial goals, and serving as a trusted resource. You’ll provide tailored financial guidance, helping members protect their families, grow their wealth, and plan for the future through personalized insurance and investment strategies. With a strong foundation of faith and community, you'll have the opportunity to make a meaningful impact while growing a rewarding career.

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, agents/advisors must meet the organization's membership requirements, which are limited to Catholic men as defined by the governing body.*

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.

Preferred Skills and Experience:

Bilingual
Passionate about Business and Finance

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 DescriptionAt the Urrutia Agency - Knights of Columbus, we’ve built a legacy of excellence, recognized as a top-performing agency with multiple prestigious awards. Our mission is to serve Catholic families by providing financial security and protection, while fostering a sense of community and faith. With a focus on mentorship, personal growth, and mission-driven work, we offer career opportunities where you can make a meaningful impact on clients' lives and align your professional journey with your faith.

Company Description

At the Urrutia Agency - Knights of Columbus, we’ve built a legacy of excellence, recognized as a top-performing agency with multiple prestigious awards. Our mission is to serve Catholic families by providing financial security and protection, while fostering a sense of community and faith. With a focus on mentorship, personal growth, and mission-driven work, we offer career opportunities where you can make a meaningful impact on clients' lives and align your professional journey with your faith.