Catholic Community Financial Advisor & Insurance Agent

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

Benefits offered by this job

Flexible schedule

Coaching on business plan

Group life insurance

401(k) plans

Job summary

The Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). Assigned to a territory of Knights families, you will offer meaningful insurance and financial solutions to Catholic members and their families, helping build the church and serve communities.

This role emphasizes serving the community with a career grounded in faith, flexible scheduling, and opportunities for coaching on business planning, group life, medical and

Qualifications

• Active state license to sell life insurance and our other products, or successful completion of the license process when required by the state

Responsibilities

• Provide our members and their families with the advice that fits their needs
• Be deeply involved in your parish and the councils of Knights you serve
• Build and enhance your financial literacy
• Learn and follow all regulatory requirements
• Provide our members and their families with outstanding customer service

Skills

Life insurance license

Education

CFP

CLU

CFA

CPA

Job description

The Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). Assigned to a territory of Knights families, you will offer meaningful insurance and financial solutions to Catholic members and their families, helping build the church and serve communities.

This role emphasizes serving the community with a career grounded in faith, flexible scheduling, and opportunities for coaching on business planning, group life, medical and