Catholic Financial Advisor – Insurance & Investments

Knights of Columbus; Traverse City (MI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Group life insurance

Medical insurance

Disability insurance

401(k) plan

Pension plan

Performance incentives and bonuses

Job summary

Knights of Columbus seeks financial professionals to act as insurance agents and investment advisory representatives. The role centers on serving Catholic members and their families with meaningful insurance and financial solutions while supporting parish and community efforts.

Agents may earn incentives and bonuses, with eligibility for group life, medical, disability insurance, and retirement plans such as a cash balance pension plan and 401(k).

Qualifications

• Active state license to sell life insurance and other products or license process completion when required.

Responsibilities

• Provide members and families with suitable financial advice.
• Be deeply involved in parish and Knights councils served.
• Build and enhance financial literacy.
• Learn and follow regulatory requirements.
• Deliver outstanding customer service to members and families.

Skills

Financial designations

Customer service

Education

Active state life insurance license

Job description

Knights of Columbus seeks financial professionals to act as insurance agents and investment advisory representatives. The role centers on serving Catholic members and their families with meaningful insurance and financial solutions while supporting parish and community efforts.

Agents may earn incentives and bonuses, with eligibility for group life, medical, disability insurance, and retirement plans such as a cash balance pension plan and 401(k).