Inside Sales Specialist

3 weeks ago

Milwaukee, United States Catholic Financial Life Full time
About the job

Catholic Financial Life has an exciting opportunity available for an Inside Sales Representative to join our team This individual will be able to make a positive impact in their community through handling inbound and outbound calls from existing and potential members who are interested in Life Insurance or Annuities. The ideal candidate must be organized, detailed oriented and have a passion to provide superior customer service to Catholic Financial Life members, advisors and Home Office staff.


What You’ll Do


As an Inside Sales Representative, you will:


  • Identify, initiate and qualify sales leads
  • Recognize customer needs and potential sales opportunities
  • Plan, manage and respond to existing members and other inbound call activity
  • Meet or exceed sales goals while selling an appropriate product mix
  • The product mix sold reflects both a broad knowledge of the product line as well as successful efforts to educate customers or prospects
  • Make recommendations of product offerings, cross-sell opportunities and marketing strategies


Qualifications


  • High School diploma
  • 3+ years of Insurance experience preferred
  • 3+ years of Sales experience
  • Life & Health License
  • Bilingual (Spanish and English) preferred
  • Clear and concise verbal and written communication skills.
  • Successful candidates will be organized, detail oriented and able to work independently. Candidate must be skilled in effectively prioritizing work. Excellent communication skills are required with the ability to work well in a team environment.


What We Offer


  • A generous base salary plus performance bonus opportunities
  • Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
  • Free parking in our Home Office structure
  • On-site wellness amenities including our rooftop pool and workout room
  • Wellness subsidy program
  • In office Monday-Thursday
  • Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.


About Catholic Financial Life


Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently upgraded Catholic Financial Life's Insurance Financial Strength Rating (IFSR) to an A with a stable outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace ten years in a row.


Catholic Financial Life is an Equal Opportunity Employer


Our Mission...


We're a faith-based membership organization which puts Catholic values in action by:


  • Serving God through serving others;
  • Providing financial security; and
  • Enhancing quality of life


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