Community Financial Advisor & Insurance Specialist

Knights of Columbus; Ocala (FL); Vor Ort; USD 50.000 - 90.000; Vollzeit

Benefits dieser Stelle

Group life insurance

Group medical insurance

Disability insurance

401(k) plan

Cash balance pension plan

Performance bonuses

Flexible schedule

Community service

Zusammenfassung

Knights of Columbus seeks financial professionals to serve as insurance agents and investment adviser representatives. You will help Catholic members and their families with meaningful insurance and financial solutions while contributing to charitable works.

Professionals are assigned to a territory of Knights of Columbus families and operate within a not-for-profit framework. A flexible schedule, ongoing coaching, and opportunities for growth are offered.

Qualifikationen

• Active life insurance license or completion of licensing requirements where required by state.
• CFP, CLU, CFA, CPA or other professional designations preferred but not required at hire.

Aufgaben

• Provide members and families with insurance and financial advice tailored to their needs.
• Be deeply involved in parish and Knights councils you serve.
• Build and enhance your financial literacy and stay compliant with regulations.
• Provide outstanding customer service to members and their families.

Kenntnisse

Sales skills

Customer service

Financial literacy

Ausbildung

Active life insurance license

CFP/CLU/CFA/CPA or similar designations (preferred)

Jobbeschreibung

Knights of Columbus seeks financial professionals to serve as insurance agents and investment adviser representatives. You will help Catholic members and their families with meaningful insurance and financial solutions while contributing to charitable works.

Professionals are assigned to a territory of Knights of Columbus families and operate within a not-for-profit framework. A flexible schedule, ongoing coaching, and opportunities for growth are offered.