Financial Professional: Insurance & Investment Advisory

Knights of Columbus; Savannah (GA); On-site; USD 55,000 - 95,000; Part time

Benefits offered by this job

Career centered on the Catholic faith

Contacts in our councils who are able

Schedule you set yourself

Coaching on your business plan

Eligibility for group life, medical, &

Eligibility for our cash balance plan

Job summary

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). You’ll work with a not-for-profit charitable organization focused on providing financial security to its members and families through insurance programs and investments while supporting charitable works.

Each professional is assigned to a territory of KC families and helps Catholic members with meaningful insurance and financial solutions, joining them in building

Qualifications

• Active state life insurance license or ability to complete required licensing process.
• Preferred: CFP, CLU, CFA, or CPA.

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

Regulatory compliance

Customer service

Financial literacy

Education

Active state license to sell life insurance

CFP/CLU/CFA/CPA preferred

Job description

Knights of Columbus is seeking financial professionals to serve as insurance agents and investment advisory representatives (IAR). You’ll work with a not-for-profit charitable organization focused on providing financial security to its members and families through insurance programs and investments while supporting charitable works.

Each professional is assigned to a territory of KC families and helps Catholic members with meaningful insurance and financial solutions, joining them in building