Catholic Financial Advisor & Insurance Specialist

Knights of Columbus; New Haven (CT); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Flexible schedule

Coaching on business plan

Group insurance eligibility

Pension/401(k) eligibility

Performance incentives

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and IARs. We are a not-for-profit charitable membership organization aiding financial security for members and families through insurance programs and investments while supporting charitable works.

Agents are assigned to a territory of Knights of Columbus families and offer meaningful solutions while engaging in parish and community service. We provide coaching and enable group benefits including retirement options.

Qualifications

• Active state license to sell life insurance (or completion of the licensing process).
• Knowledge of life insurance and investment products suitable for members and families.
• Ability to build and maintain relationships with parish members and councils.

Responsibilities

• Provide members and families with tailored insurance and investment guidance.
• Be deeply involved in your parish and Knights councils you serve.
• Build and enhance your financial literacy for clients.
• Learn and follow all regulatory requirements.
• Provide members with outstanding customer service.

Education

Active state life insurance license

CFP designation (preferred)

CLU designation (preferred)

CFA designation (preferred)

CPA designation (preferred)

Job description

Knights of Columbus seeks financial professionals to serve as insurance agents and IARs. We are a not-for-profit charitable membership organization aiding financial security for members and families through insurance programs and investments while supporting charitable works.

Agents are assigned to a territory of Knights of Columbus families and offer meaningful solutions while engaging in parish and community service. We provide coaching and enable group benefits including retirement options.