Financial Services Representative
6 days ago
About Us
Catholic United Financial is a 146-year-old member-owned, not-for-profit financial services company dedicated to connecting people of faith, protecting their financial future, and generously impacting parishes, schools, and communities.
Job Overview
We are seeking mission-inspired Account Executives, also known as Member Advisors, who embody strong Catholic values to join our dynamic sales team. As an Account Executive, you will assist our members in making informed financial decisions that align with their faith and financial goals.
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.
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.
Benefits
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 an Account Executive is solely determined by your effort and skill.
Location
Account Executives work from their home to service our members in their community. We will only consider applicants residing in MN, WI, IA, SD, ND.
Salary
Fully commissioned sales professionals can earn an estimated $60,000-$80,000 per year, depending on performance and location.
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