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Account Representative
2 months ago
**Job Summary**
Catholic United Financial is seeking a highly motivated and sales-driven Account Representative to join our dynamic sales team. As a key member of our organization, you will be responsible for building strong relationships with our members, understanding their unique financial situations and goals, and providing solutions that align with Catholic ethics and values.
**Responsibilities:**
- Develop and maintain strong relationships with members, understanding their financial needs and goals.
- Participate in community outreach programs and events to promote financial literacy and support the Catholic community.
- Achieve sales and activity goals by providing exceptional service and solutions to our members.
- Stay up-to-date on financial products and industry trends to provide expert advice and guidance.
**Requirements:**
- Proven experience in outside sales, insurance, or financial services.
- Strong alignment with Catholic values and principles, including comfort in serving the Catholic community.
- Excellent communication and people skills, with confidence in promoting and marketing your business.
- Proactive problem-solving skills and analytical ability.
- Experience presenting to groups and engaging in 1:1 conversations with members and prospects.
**What We Offer:**
- A fully commissioned sales environment with unlimited earning potential.
- An excellent benefits package, including health, dental, life, and disability insurance.
- An outstanding retirement plan and award trips.
- The opportunity to build your own story and make a meaningful impact in the Catholic community.