Impactful Financial Advisor & Insurance Specialist

Knights of Columbus; Youngstown (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Parish involvement

Coaching on business plan

Bonuses & incentives

Group benefits

Job summary

Knights of Columbus in Ohio seeks financial professionals to serve as insurance agents and investment representatives. You will work with Catholic members and their families, offering insurance and investment solutions while supporting parish activities.

You’ll be assigned to a territory, build financial literacy, adhere to regulatory requirements, and provide outstanding service. The role emphasizes community involvement and flexible scheduling within a not-for-profit member organization.

Qualifications

• Active state license to sell life insurance or completion of license process when required.
• Ability to explain insurance and investment options to members and families.
• Demonstrated customer-service excellence and community involvement.

Responsibilities

• Provide members with insurance and investment guidance tailored to their needs.
• Be deeply involved in parish and Knights councils served.
• Build and enhance financial literacy among members and families.
• Learn and follow all regulatory requirements and deliver outstanding service.

Skills

Regulatory compliance

Customer service

Sales skills

Financial literacy

Education

Active state life insurance license

Job description

Knights of Columbus in Ohio seeks financial professionals to serve as insurance agents and investment representatives. You will work with Catholic members and their families, offering insurance and investment solutions while supporting parish activities.

You’ll be assigned to a territory, build financial literacy, adhere to regulatory requirements, and provide outstanding service. The role emphasizes community involvement and flexible scheduling within a not-for-profit member organization.