Community Financial Advisor & Insurance Specialist

Knights of Columbus; Las Cruces (NM); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Contacts in councils eligible to buy保险

Schedule you set yourself

Coaching on your business plan

Eligibility for group life, medical, &

disability insurance

Eligibility for cash balance pension &

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives in Las Cruces, NM. You will provide meaningful insurance and investment solutions to Catholic members and their families, supporting the church and communities.

Ideal candidates hold an active life insurance license; CFP/CLU/CFA/CPA designations are preferred. The role emphasizes parish involvement, ongoing education, regulatory compliance, and exemplary client service.

Qualifications

• Active state license to sell life insurance and our other products, or successful completion of the 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

Insurance sales

Customer service

Financial literacy

Parish involvement

Education

Life insurance license (active or process)

CFP designation

CLU designation

CFA designation

CPA designation

Job description

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives in Las Cruces, NM. You will provide meaningful insurance and investment solutions to Catholic members and their families, supporting the church and communities.

Ideal candidates hold an active life insurance license; CFP/CLU/CFA/CPA designations are preferred. The role emphasizes parish involvement, ongoing education, regulatory compliance, and exemplary client service.