Catholic Community Financial Advisor | Flexible Schedule

Knights of Columbus; Fairfax (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Career centered on Catholic faith

Contacts in councils eligible to buy保险

Flexible schedule

Business plan coaching

Group life, medical, disability ins.

Cash balance pension plan & 401(k)

Performance incentives & bonuses

Job summary

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). You will be assigned to a territory of Knights of Columbus families and offer insurance and investment solutions to Catholic members and their families while helping build the church and serve communities.

The role centers on serving the community, coaching on your business plan, and eligibility for group life, medical, disability insurance, and retirement plans.

Qualifications

• Active state life insurance license or completion of required licensure.
• Preferred professional designations: CFP, CLU, CFA, CPA, or similar.

Responsibilities

• Provide our members and their families with insurance and financial solutions that fit their needs.
• Be deeply involved in your parish and the councils you serve.
• Build and enhance financial literacy and follow regulatory requirements.
• Provide outstanding customer service to members and their families.

Job description

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). You will be assigned to a territory of Knights of Columbus families and offer insurance and investment solutions to Catholic members and their families while helping build the church and serve communities.

The role centers on serving the community, coaching on your business plan, and eligibility for group life, medical, disability insurance, and retirement plans.