Community‑Focused Financial Advisor & Insurance Specialist

Knights of Columbus; Baton Rouge (LA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Performance incentives

Group life, medical, and disability保险

Retirement plans (401(k))

Job summary

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). We are a not-for-profit charitable membership organization that helps provide financial security to its members and their families through insurance programs and investments while engaging in charitable works.

Agents will work to deliver meaningful insurance and financial solutions to Catholic members, build the church, and serve communities.

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 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

Licensing

Education

CFP

CLU

CFA

CPA

Job description

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). We are a not-for-profit charitable membership organization that helps provide financial security to its members and their families through insurance programs and investments while engaging in charitable works.

Agents will work to deliver meaningful insurance and financial solutions to Catholic members, build the church, and serve communities.