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Account Executive
1 month ago
As a mission-inspired Account Executive, you will embody strong Catholic values and join our dynamic sales team to serve the Catholic faithful. You will assist our members in making informed financial decisions that align with their faith and financial goals.
Key Responsibilities:- Develop strong relationships with members, understanding their unique financial situations and goals by offering solutions that align with Catholic ethics and values.
- Participate in community outreach programs and events to promote financial literacy in support of the Catholic community.
- Achieve activity and sales goals.
- Maintain up-to-date knowledge of financial products and industry trends.
- Proven experience in outside sales, insurance, or financial services or related field.
- Strong alignment with Catholic values and principles, including understanding and comfort in serving in the Catholic community.
- Excellent communication and people skills and confidence in promoting and marketing your business.
- Proactive problem-solving skills with a strong analytical ability.
- Experience presenting to groups as well as 1:1 conversations with members and prospects.
- Demonstrated entrepreneurial skills and personal involvement in your community are desired.
Catholic United Financial offers a suite of life insurance, retirement, and health products, along with legacy planning and charitable giving products and banking services. We provide access to licensing, proven sales training, and marketing services in a territory with a productive list of member accounts.
What We Offer:- An excellent benefits package, including health, dental, life, and disability insurance.
- An outstanding retirement plan.
- Award trips.
- Unlimited earning potential.
Your success as an Account Executive is solely determined by your effort and skill. We offer the support of the sales team to help you build your own story.
