Catholic Community Financial Advisor & Insurance Pro

Knights of Columbus; Little Rock (AR); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Faith-based mission

Flexible schedule

Coaching on business plan

Group benefits eligibility

Bonuses potential

Job summary

The Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). This not-for-profit organization helps provide financial security to its members and their families through its insurance programs and investments while engaging in charitable works.

Members are assigned to a territory of Knights of Columbus families, offering meaningful insurance and financial solutions to Catholic members and their families and supporting the

Qualifications

• Active state life insurance license or completion of the license process where required by state.
• Preferred: CFP, CLU, CFA, CPA or other professional designations.

Responsibilities

• Provide our members and their families with the advice that fits their needs.
• Be deeply involved in your parish and the councils 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

Licensed life insurance agent

Education

CFP

CLU

CFA

CPA

Job description

The Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). This not-for-profit organization helps provide financial security to its members and their families through its insurance programs and investments while engaging in charitable works.

Members are assigned to a territory of Knights of Columbus families, offering meaningful insurance and financial solutions to Catholic members and their families and supporting the