Faith‑Driven Financial Advisor & Insurance Specialist

Knights of Columbus; Lordsburg (NM); Vor Ort; USD 50.000 - 85.000; Vollzeit

Benefits dieser Stelle

Community service focus

Flexible schedule

Coaching on business plan

Group life and disability insurance

Zusammenfassung

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). As a not-for-profit charitable membership organization, we provide financial security to members and their families through insurance and investments while supporting charitable works.

Financial professionals are assigned to territories; you will offer meaningful financial solutions to Catholic members, engage in parish life, and build communities through service and

Qualifikationen

• Active state license to sell life insurance and other products (or license process)
• Professional designations (CFP/CLU/CFA/CPA) favored

Aufgaben

• Provide members and families with tailored financial advice
• Be involved in parish and Knights councils served
• Educate members on financial literacy
• Follow regulatory requirements
• Deliver outstanding customer service to members and families

Ausbildung

Active life insurance license

CFP

CLU

CFA

CPA

Jobbeschreibung

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). As a not-for-profit charitable membership organization, we provide financial security to members and their families through insurance and investments while supporting charitable works.

Financial professionals are assigned to territories; you will offer meaningful financial solutions to Catholic members, engage in parish life, and build communities through service and