Flexible Schedule Field Agent & Financial Advisor

Knights of Columbus; Wilmington (DE); On-site; USD 60,000 - 100,000; Full time

Job summary

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). Working with the Knights of Columbus is a not-for-profit mission-driven opportunity to provide financial security to Catholic members and families through insurance and investments while supporting charitable works.

Agents are assigned a territory and offer meaningful insurance and financial solutions to members, joining in building the church and serving communities.

Qualifications

• 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.

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

Customer service

Regulatory compliance

Financial literacy

Sales ability

Territory management

Education

CFP

CLU

CFA

CPA

Job description

Knights of Columbus seeks financial professionals to serve as insurance agents and investment advisory representatives (IAR). Working with the Knights of Columbus is a not-for-profit mission-driven opportunity to provide financial security to Catholic members and families through insurance and investments while supporting charitable works.

Agents are assigned a territory and offer meaningful insurance and financial solutions to members, joining in building the church and serving communities.