Account Executive

2 weeks ago


Sioux Falls, South Dakota, United States Catholic United Financial Full time
Build Your Story with Catholic United Financial

As a Member Advisor, you will play a vital role in helping our members achieve their financial goals while aligning with their Catholic values. We are seeking a sales professional who embodies strong Catholic values and is passionate about serving the Catholic community.

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 a 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.
What We Offer:
  • Fully commissioned sales environment.
  • Access to licensing, proven sales training, and marketing services.
  • A suite of life insurance, retirement, and health products, along with legacy planning and charitable giving products and banking services.
  • An excellent benefits package, including health, dental, life, and disability insurance, an outstanding retirement plan, award trips, and unlimited earning potential.

We are committed to providing a supportive environment that allows you to build your own story and achieve your financial goals. If you are a sales professional who is passionate about serving the Catholic community, we encourage you to apply for this exciting opportunity.


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