Catholic Community Financial Advisor & Insurance Pro

Knights of Columbus; La Plata (MD); On-site; USD 50,000 - 85,000; Full time

Job summary

The Knights of Columbus is seeking qualified financial professionals to serve as life insurance agents and investment advisory representatives (IAR). You will build a practice serving Catholic members and their families, providing meaningful insurance and investment solutions aligned with Catholic values.

You will be assigned to a territory and work within parish communities and councils, while pursuing regulatory compliance, ongoing financial literacy, and a service-oriented approach.

Qualifications

• Active state license to sell life insurance and our other products, or successful completion of the license process when required by the state.
• CFP, CLU, CFA, CPA, or other professional designations preferred.

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.

Job description

The Knights of Columbus is seeking qualified financial professionals to serve as life insurance agents and investment advisory representatives (IAR). You will build a practice serving Catholic members and their families, providing meaningful insurance and investment solutions aligned with Catholic values.

You will be assigned to a territory and work within parish communities and councils, while pursuing regulatory compliance, ongoing financial literacy, and a service-oriented approach.