Catholic Financial Advisor & Insurance Specialist

Knights of Columbus; Fort Walton Beach (FL); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Coaching on your business plan

Group life insurance eligibility

Medical insurance eligibility

Disability insurance eligibility

401(k) eligibility

Performance incentives and bonuses

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). The role partners with a not-for-profit organization that aids members and their families through insurance and investments while supporting charitable works.

Agents are assigned to territories of Knights of Columbus families, offering meaningful insurance and financial solutions to Catholic members and their families, while joining in church and community service.

Qualifications

• Active state license to sell life insurance or completion of the license process when required by the state.
• Preferred professional designations such as CFP, CLU, CFA or CPA.

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.

Education

Active state life insurance license

CFP, CLU, CFA, CPA or other professional designations

Job description

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). The role partners with a not-for-profit organization that aids members and their families through insurance and investments while supporting charitable works.

Agents are assigned to territories of Knights of Columbus families, offering meaningful insurance and financial solutions to Catholic members and their families, while joining in church and community service.