Catholic Financial Advisor & Insurance Specialist

Knights of Columbus; Carlsbad (NM); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Faith-centered career

Council contacts

Flexible scheduling

Business coaching

Group benefits

Retirement plans

Performance incentives

Job summary

Knights of Columbus in Carlsbad, NM seeks financial professionals to serve as insurance agents and investment advisory representatives. You will help Catholic members with insurance and investment solutions, and join us in building our church and serving our communities.

You’ll be involved in parish life and councils, provide excellent customer service, and benefit from flexible scheduling, coaching on your business plan, and eligibility for group benefits and retirement plans.

Qualifications

• Active state license to sell life insurance and our other products, or successful completion of the license process when required by the state

Responsibilities

• Provide our members and their families with the advice that fits their needs
• Be deeply involved in your parish and the councils of Knights you serve
• Build and enhance your financial literacy
• Learn and follow all regulatory requirements
• Provide our members and their families with outstanding customer service

Education

Active life insurance license (or completion of license process)

CFP, CLU, CFA, CPA or other professional designations

Job description

Knights of Columbus in Carlsbad, NM seeks financial professionals to serve as insurance agents and investment advisory representatives. You will help Catholic members with insurance and investment solutions, and join us in building our church and serving our communities.

You’ll be involved in parish life and councils, provide excellent customer service, and benefit from flexible scheduling, coaching on your business plan, and eligibility for group benefits and retirement plans.