Catholic Community Financial Pro: Insurance & Investments

Knights of Columbus; Silver City (NM); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Group life insurance eligibility

Disability insurance eligibility

401(k) plan eligibility

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives. You will work with Catholic members and their families, offering meaningful insurance and financial solutions while supporting church and community service.

Positions involve territory assignments within Knights of Columbus families, with opportunities for group benefits and retirement plan eligibility. Self-directed scheduling and coaching support are provided.

Qualifications

• Active state life insurance license or completion of license process as required by the state.

Responsibilities

• Provide members and families with suitable insurance and financial solutions.
• Be deeply involved in parish and Knights councils served.
• Build financial literacy and offer clear, compliant guidance.
• Follow regulatory requirements and deliver outstanding customer service.

Skills

Financial planning

Regulatory compliance

Customer service

Sales experience

Education

Life insurance license

CFP

CLU

CFA

CPA

Job description

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives. You will work with Catholic members and their families, offering meaningful insurance and financial solutions while supporting church and community service.

Positions involve territory assignments within Knights of Columbus families, with opportunities for group benefits and retirement plan eligibility. Self-directed scheduling and coaching support are provided.