Parish-Focused Financial Advisor (Insurance & Investments)

Knights of Columbus; Front Royal (VA); On-site; USD 50,000 - 80,000; Full time

Job summary

Knights of Columbus in Virginia is seeking licensed financial professionals to serve as insurance agents and investment advisory representatives. You will work within our Catholic community to provide tailored protection and growth solutions to members and their families.

You will be assigned to a territory of KC families, build relationships through parish councils, and set your own schedule while developing your client base with coaching on your business plan.

Qualifications

• Active life insurance license is required or in process
• Designations such as CFP/CLU/CFA/CPA are preferred
• Strong customer service and compliance mindset required

Responsibilities

• Provide members with tailored insurance and financial advice
• Be involved in parish and councils served
• Build financial literacy and regulatory compliance
• Deliver outstanding service to Knights of Columbus members

Education

Active state life insurance license

CFP designation

CLU designation

CFA designation

CPA designation

Job description

Knights of Columbus in Virginia is seeking licensed financial professionals to serve as insurance agents and investment advisory representatives. You will work within our Catholic community to provide tailored protection and growth solutions to members and their families.

You will be assigned to a territory of KC families, build relationships through parish councils, and set your own schedule while developing your client base with coaching on your business plan.