Catholic Community Financial Advisor & Insurance Pro

Knights of Columbus; Connecticut; Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives in Connecticut. We are a not-for-profit charitable organization that helps provide financial security to members and their families through insurance and investments while engaging in charitable works.

Each advisor is assigned to a territory of Knights of Columbus families and offers meaningful insurance solutions, joins members in serving the community, and benefits from

Qualifications

• 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.

Responsabilités

• 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

Connaissances

Client advisory

Parish involvement

Financial literacy

Regulatory compliance

Customer service

Formation

Life insurance license

CFP

CLU

CFA

CPA

Description du poste

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives in Connecticut. We are a not-for-profit charitable organization that helps provide financial security to members and their families through insurance and investments while engaging in charitable works.

Each advisor is assigned to a territory of Knights of Columbus families and offers meaningful insurance solutions, joins members in serving the community, and benefits from