Community Financial Advisor & Insurance Professional

Knights of Columbus; Ruidoso (NM); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Performance incentives

Bonuses

Group life insurance

Medical insurance

Disability insurance

Job summary

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). This not-for-profit organization offers a career focused on serving Catholic members and their families with insurance and investments, while also supporting charitable works.

Agents are assigned to a territory of Knights of Columbus families, providing meaningful financial solutions and joining members in building the church and serving communities.

Qualifications

• Active state license to sell life insurance and our other products, or completion of the license process where required by the state.
• Preferred CFP, CLU, CFA, CPA, or other professional designations.

Responsibilities

• Provide our members and their families with 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.

Skills

Client advisory

Education

Professional designations: CFP/CLU/CFA/CPA

Job description

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). This not-for-profit organization offers a career focused on serving Catholic members and their families with insurance and investments, while also supporting charitable works.

Agents are assigned to a territory of Knights of Columbus families, providing meaningful financial solutions and joining members in building the church and serving communities.