Financial Services Representative

4 weeks ago


Mankato, Minnesota, United States Catholic United Financial Full time
Account Executive Opportunity at Catholic United Financial

We are seeking a highly motivated and sales-driven individual to join our team as an Account Executive. As a key member of our sales team, you will be responsible for developing strong relationships with our members, understanding their unique financial situations and goals, and offering solutions that align with Catholic ethics and values.

Responsibilities:

* Develop and maintain a strong understanding of our financial products and services
* Participate in community outreach programs and events to promote financial literacy
* Achieve activity and sales goals
* Maintain up-to-date knowledge of industry trends and best practices

Qualifications:

* Proven experience in outside sales, insurance, or financial services
* Strong alignment with Catholic values and principles
* Excellent communication and people skills
* Proactive problem-solving skills with a strong analytical ability
* Experience presenting to groups and 1:1 conversations with members and prospects

What We Offer:

* A dynamic and supportive sales team
* Access to licensing, proven sales training, and marketing services
* A suite of life insurance, retirement, and health products
* Unlimited earning potential

Work Environment:

* Work from home to service our members in their community

Location:

* Must reside in MN, WI, IA, SD, or ND

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