Account Executive
3 weeks ago
Job Opportunity: Become Part of Our Story by Building Your Story
Catholic United Financial is seeking mission-inspired sales professionals who embody strong Catholic values to join our dynamic sales team and legendary organization. As an Account Executive, you will assist 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.
- 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.
About Us: Catholic United Financial has built stories for generations as a 146-year-old member-owned, not-for-profit financial services company connecting people of faith, protecting their financial future, and generously impacting parishes, schools, and communities. We offer a suite of life insurance, retirement, and health products, along with legacy planning and charitable giving products and banking services.
What We Offer: We provide 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.
Your Success: Your success as an Account Executive is solely determined by your effort and skill.
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