Financial Advisor & Insurance Specialist — Community & Faith

Knights of Columbus; Florida; Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Catholic faith-focused career

Self-set schedule

Business coaching

Group life/medical/disabilityInsurance

Cash balance pension plan and 401(k)

Résumé du poste

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). Working with us means joining a not-for-profit charitable organization that helps provide financial security to members and families through insurance and investments while supporting charitable works.

Each professional is assigned to a territory, offers meaningful solutions, and participates in parish and council activities to serve communities and strengthen the

Qualifications

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

Responsabilités

• Provide members and families with financial advice that fits their needs.
• Be involved in parish and Knights councils to serve the community.
• Enhance financial literacy for members.
• Learn and follow regulatory requirements.
• Provide outstanding customer service to members and families.

Formation

Life insurance licensing (required/licensing in progress)

Professional designations (CFP, CLU, CFA, CPA)

Description du poste

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). Working with us means joining a not-for-profit charitable organization that helps provide financial security to members and families through insurance and investments while supporting charitable works.

Each professional is assigned to a territory, offers meaningful solutions, and participates in parish and council activities to serve communities and strengthen the