Account Executive

1 week ago


Duluth, Minnesota, United States Catholic United Financial Full time
Build Your Story with Catholic United Financial

As a Member Advisor with Catholic United Financial, you will have the opportunity to serve the Catholic community and help individuals achieve their financial goals. Our dynamic sales team is seeking mission-inspired professionals who embody strong Catholic values to join our organization.

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.
Qualifications:
  • 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 fully commissioned sales environment, access to licensing, proven sales training, and marketing services. Our organization provides a suite of life insurance, retirement, and health products, along with legacy planning and charitable giving products and banking services. We offer an excellent benefits package, including health/dental/life/disability insurance, an outstanding retirement plan, award trips, and unlimited earning potential.

Your success as a Member Advisor is solely determined by your effort and skill. We are seeking individuals who are passionate about serving the Catholic community and helping individuals achieve their financial goals.



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