Sales Representative
4 weeks ago
Role Overview
Catholic United Financial is seeking a skilled Account Executive to join our dynamic sales team. As a key member of our organization, you will be responsible for assisting 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 to solve financial needs.
• 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.
Requirements
• 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.
What We Offer
Catholic United Financial provides access to licensing, proven sales training and marketing services in a territory with a productive list of member accounts, while providing you with the ability to build your own story with the support of the sales team. We offer an excellent benefits package including health/dental/life/disability insurance, an outstanding retirement plan, award trips and unlimited earning potential.
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