Community-Focused Financial Advisor & Insurance Pro

Knights of Columbus; Gainesville (FL); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). The role blends financial planning with active parish involvement, helping Catholic members and their families secure their financial future.

We offer a mission-driven environment with coaching, flexible scheduling, and opportunities for bonuses and advancement within a charitable organization serving communities.

Qualifikationen

• Active state life insurance license or completion of the license process.
• Strong customer service and communication skills.
• Willingness to be involved in parish and Knights councils.

Aufgaben

• Provide tailored financial advice to members and their families.
• Educate parish and council members on financial literacy.
• Adhere to regulatory requirements and provide excellent service.

Kenntnisse

Licensing

Customer service

Financial advisory

Jobbeschreibung

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). The role blends financial planning with active parish involvement, helping Catholic members and their families secure their financial future.

We offer a mission-driven environment with coaching, flexible scheduling, and opportunities for bonuses and advancement within a charitable organization serving communities.