Catholic Financial Services Representative
4 weeks ago
About the Role:
Catholic United Financial is seeking a skilled Member Advisor to join our dynamic sales team. As a Member Advisor, you will be responsible for developing strong relationships with members, understanding their unique financial situations and goals, and offering solutions that align with Catholic ethics and values.
Key Responsibilities:
- Develop and maintain relationships with members to understand their financial needs and goals.
- Offer 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 offers a comprehensive benefits package, including health, dental, and life insurance, an outstanding retirement plan, and unlimited earning potential. As a Member Advisor, you will have the opportunity to work from home and service our members in their community.
Location:
We will only consider applicants residing in MN, WI, IA, SD, or ND.
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