Catholic Community Financial Advisor & Insurance Pro

Knights of Columbus; Lafayette (IN); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives. We are a not-for-profit charitable organization helping members secure their financial future through insurance and investments while performing charitable work.

Agents are assigned to territories serving Knights families, with self-set schedules, coaching, and eligibility for group life, medical, disability, pension and 401(k) plans along with potential bonuses.

Qualifications

• Must have an active state life insurance license (or complete the license process).
• Be prepared to pursue CFP/CLU/CFA/CPA or other professional designations preferred.

Responsibilities

• Provide our members and their families with tailored financial advice.
• Be deeply involved in your parish and Knights councils.
• Build and enhance your financial literacy.
• Learn and follow all regulatory requirements.
• Provide outstanding customer service to members and families.

Skills

Life insurance license

Financial guidance

Regulatory compliance

Customer service

Education

CFP, CLU, CFA, CPA or other designations

Job description

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives. We are a not-for-profit charitable organization helping members secure their financial future through insurance and investments while performing charitable work.

Agents are assigned to territories serving Knights families, with self-set schedules, coaching, and eligibility for group life, medical, disability, pension and 401(k) plans along with potential bonuses.