Financial Advisor & Insurance Specialist

Knights of Columbus; Saint Augustine (FL); Vor Ort; USD 60.000 - 95.000; Vollzeit

Benefits dieser Stelle

Catholic mission

Community service

Flexible schedule

Insurance eligibility

401(k) / pension eligibility

Zusammenfassung

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). This not-for-profit organization offers life insurance and investment solutions to Catholic members and their families while engaging in charitable works.

Agents work within a parish-based network, shaping financial security and serving communities. The role emphasizes client-focused advice, regulatory compliance, and active parish involvement.

Qualifikationen

• Active state license to sell life insurance and our other products, or successful completion of the license process when required by the state.

Aufgaben

• 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.

Kenntnisse

Life insurance license

Jobbeschreibung

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). This not-for-profit organization offers life insurance and investment solutions to Catholic members and their families while engaging in charitable works.

Agents work within a parish-based network, shaping financial security and serving communities. The role emphasizes client-focused advice, regulatory compliance, and active parish involvement.