Community Financial Advisor & Insurance Specialist

Knights of Columbus; Cleveland (OH); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Schedule you set yourself

Coaching on your business plan

Group life, medical, and disability保险可

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). This nonprofit organization supports members and their families with insurance programs and investments while engaging in charitable works.

You’ll be assigned to a territory of KC families and help members with meaningful financial solutions. You’ll join a faith-based, community-focused team that emphasizes service, parish involvement, and professional development through

Qualifications

• Active state license to sell life insurance and our other products.
• CFP, CLU, CFA, CPA, or other professional designations are preferred but not required at hire.

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 outstanding customer service to our members and families.

Education

Active life insurance license

Job description

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). This nonprofit organization supports members and their families with insurance programs and investments while engaging in charitable works.

You’ll be assigned to a territory of KC families and help members with meaningful financial solutions. You’ll join a faith-based, community-focused team that emphasizes service, parish involvement, and professional development through