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KNIGHTS OF
COLUMBUS

Investment Advisor Representative

Quarterly Incentive Opportunity

PROSPECTING STEWARDSHIP

Master how to...

Build a culture for prospecting by leveraging the SmartCalls Dialer software

Create momentum around the most important aspect of the sales-cycle... the "Scheduled Appointment"

Introduce the Catholic Community to your mission of serving as a financial advisor for the largest Catholic organization in the world

LEARN MORE ABOUT THE SMARTCALLS DIALER

VIDEO TESTIMONIALS

Kevin Pierce

Kevin Pierce

Knights of Columbus General Agent serving Southeast Kansas and Oklahoma

Jason Staas

Jason Staas

Knights of Columbus General Agent serving Ohio

Andrew Weiss

Andrew Weiss

Knights of Columbus Assistant General Agent with the Phillip Stackowicz Agency serving Indiana

Jonathan Knaus

Jonathan Knaus

Knights of Columbus Advisor with the Sergio Urrutia Agency serving South Florida.

Bill Weber

Bill Weber

Knights of Columbus Advisor with the Greg Schafer Agency serving Kansas

Matthew Maurin

Matthew Maurin

Knights of Columbus Field Agent with the Dan Cabirac Agency serving Louisiana

Michael Shemer

Michael Shemer

Knights of Columbus Field Agent with the Ross Conklin Agency serving Pennsylvania

Lance Dufour

Lance Dufour

Knights of Columbus Field Agent with the Kevin Pierce Agency serving Oklahoma

Business Meeting

WHAT WE OFFER

Hands Typing

One-on-one Business, Prospecting & Sales Stewardship
Lifetime tech support to shorten learning curve with SmartCalls Dialer tool
SmartCalls Dialer custom built to your individual prospecting process
Autopay monthly membership dues
No contracts

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