Catholic Financial Advisor & Insurance Specialist

Knights of Columbus; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Coaching on business plan

Group life, medical, and disability保险

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and IARs. It is a not-for-profit charitable organization that helps provide financial security to its members and their families through insurance and investments while engaging in charitable works.

Each professional is assigned to a territory of Knights families. Our agents offer insurance and financial solutions to Catholic members and join in building our church and serving communities.

Qualifications

• Active state life insurance license or successful completion of 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.

Skills

Customer service

Financial literacy

Education

Life insurance license

CFP

CLU

CFA

CPA

Job description

Knights of Columbus seeks financial professionals to serve as insurance agents and IARs. It is a not-for-profit charitable organization that helps provide financial security to its members and their families through insurance and investments while engaging in charitable works.

Each professional is assigned to a territory of Knights families. Our agents offer insurance and financial solutions to Catholic members and join in building our church and serving communities.