Catholic Community Financial Advisor & Insurance Pro

Knights of Columbus; Pennsylvania; Vor Ort; USD 50.000 - 100.000; Vollzeit

Benefits dieser Stelle

Catholic faith career

Council contacts

Flexible schedule

Business coaching

Group insurance

401(k) plan

Bonuses

Zusammenfassung

The Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisors. You will build meaningful solutions for Catholic members and their families and help support charitable works in the community.

You will be assigned to a territory of Knights of Columbus families, provide guidance on insurance and investments, and engage with parish councils to promote financial literacy and responsible planning.

Qualifikationen

• Active state license to sell life insurance or license in process.
• Preferred: CFP, CLU, CFA, CPA, or other professional designations.

Aufgaben

• 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.

Ausbildung

Life insurance license

Jobbeschreibung

The Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisors. You will build meaningful solutions for Catholic members and their families and help support charitable works in the community.

You will be assigned to a territory of Knights of Columbus families, provide guidance on insurance and investments, and engage with parish councils to promote financial literacy and responsible planning.