Business Unit
17 Business Units
Location
17 Locations
This is your opportunity and the time is NOW! Become part of a supportive community that is committed to your personal success!
We are offering a long-term professional career, not a job, where you can grow with a company that supports your goals. Come work with an organization that has consistently been named a Top Workplace by Milwaukee Journal Sentinel for six years in a row!
Financial Services Representative Required Qualifications:
Organized, detail-oriented and excellent time management skills.
Strong sales, leadership and communication skills.
Ability to work in a team based environment.
Degree from a two-or four-year college or university; or three to five years of related experience and/or training. Degrees in Business, Finance, Insurance or a related field preferred.
Previous sales experience preferred.
Previous insurance industry experience not required
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
Personal transportation will be required for this position.
Here’s what you’ll do as a Financial Services Representative:
Build relationships with clients beyond a transactional basis.
Develop your professional skills and knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our wide array of products and services.
Provide ongoing customer service and support to existing clients.
From the very beginning, we offer our Financial Services Representatives:
Industry leading training and ongoing education. Best-in-class sales training, product information, consumer trends and training on the skills used every day to build your business.
Financial support – As a new Advisor, we’ll provide you with a supplemental income to help you while you’re getting started. In addition, we offer three levels of subsidy in your first two years. As well as ongoing contests, conference trips and other incentives.
Career growth opportunities - Mentorship programs and management tracks available.
Work hard and enjoy unlimited rewards while receiving the continual assistance and support you need to build a successful business. Get started today on a career you’ll love that rewards you and impacts the lives of those you serve.
About Catholic Financial Life
From Life Insurance to retirement planning, education savings, and more, Catholic Financial Life has been helping individuals protect their financial lives for nearly 150 years. With assets of $1.6 billion and 146,000 members across the United States, Catholic Financial Life's strength comes from being a different kind of financial community. As a member-owned organization, we are accountable to our members. Our longevity is a testimony to their loyalty, and our success is a result of being a trusted financial partner.
Catholic Financial Life is the second largest Catholic fraternal benefit organization in the United States. For six consecutive years, Catholic Financial Life has been named a Top Workplace by the Milwaukee Journal Sentinel. We offer a friendly culture with many soft benefits that make us unique, such as on-site parking and a pool on the roof!
Our Mission...
We're a faith-based membership organization that puts Catholic values in action by:
* Serving God through serving others;
* Providing financial security; and
* Enhancing quality of life
Visit our website at join.catholicfinanciallife.org/success to learn more.
We are offering a long-term professional career, not a job, where you can grow with a company that supports your goals. Come work with an organization that has consistently been named a Top Workplace by Milwaukee Journal Sentinel for six years in a row!
Financial Services Representative Required Qualifications:
Organized, detail-oriented and excellent time management skills.
Strong sales, leadership and communication skills.
Ability to work in a team based environment.
Degree from a two-or four-year college or university; or three to five years of related experience and/or training. Degrees in Business, Finance, Insurance or a related field preferred.
Previous sales experience preferred.
Previous insurance industry experience not required
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
Personal transportation will be required for this position.
Here’s what you’ll do as a Financial Services Representative:
Build relationships with clients beyond a transactional basis.
Develop your professional skills and knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our wide array of products and services.
Provide ongoing customer service and support to existing clients.
From the very beginning, we offer our Financial Services Representatives:
Industry leading training and ongoing education. Best-in-class sales training, product information, consumer trends and training on the skills used every day to build your business.
Financial support – As a new Advisor, we’ll provide you with a supplemental income to help you while you’re getting started. In addition, we offer three levels of subsidy in your first two years. As well as ongoing contests, conference trips and other incentives.
Career growth opportunities - Mentorship programs and management tracks available.
Work hard and enjoy unlimited rewards while receiving the continual assistance and support you need to build a successful business. Get started today on a career you’ll love that rewards you and impacts the lives of those you serve.
About Catholic Financial Life
From Life Insurance to retirement planning, education savings, and more, Catholic Financial Life has been helping individuals protect their financial lives for nearly 150 years. With assets of $1.6 billion and 146,000 members across the United States, Catholic Financial Life's strength comes from being a different kind of financial community. As a member-owned organization, we are accountable to our members. Our longevity is a testimony to their loyalty, and our success is a result of being a trusted financial partner.
Catholic Financial Life is the second largest Catholic fraternal benefit organization in the United States. For six consecutive years, Catholic Financial Life has been named a Top Workplace by the Milwaukee Journal Sentinel. We offer a friendly culture with many soft benefits that make us unique, such as on-site parking and a pool on the roof!
Our Mission...
We're a faith-based membership organization that puts Catholic values in action by:
* Serving God through serving others;
* Providing financial security; and
* Enhancing quality of life
Visit our website at join.catholicfinanciallife.org/success to learn more.
Business Unit
6 Business Units
Location
6 Locations
Catholic Financial Life offers an exciting opportunity to an experienced director or manager of a sales team! The Regional Sales Director (RSD) is responsible for developing and managing a successful territory of insurance advisors who support the mission of Catholic Financial Life and drive sales of life insurance and annuity products. The RSD will proactively conduct recruitment efforts to develop a team of producers while also maintaining productive sales relationships with existing producers. The RSD will promote sales through advisor training, joint appointments and support efforts while properly allocating an assigned travel and marketing budget. This position will also monitor and enforce sales compliance and regulatory rules and practices, including but not limited to licensing, educational requirements, E&O coverages and additional requirements as needed.
The RSD will regularly travel throughout the Chicagoland and Southeastern Wisconsin area to meet with prospective and current advisors in order to grow production. Travel to the Home Office, located in Milwaukee, Wisconsin, is required to meet with members of the Sales Management team. Compensation and benefits for this position consist of a generous base salary, overrides on advisor production, commission on personal production, full benefit package and applicable position reimbursements/soft benefits.
Responsibilities
Work with the VP-Sales to develop and implement regional training, marketing, and sales strategies
Prospect, recruit, and onboard/train financial advisors
Manage and grow productive relationships and partnerships within territory
Assist in the design and implementation of marketing and sales campaigns for agents
Appropriately allocate travel and marketing budgets
Requirements/Qualifications
Support the mission, vision, and values of Catholic Financial Life
Successful sales track record
7+ years of life insurance and annuity sales experience
4+ years of territory management, recruiting and training experience
Bilingual preferred, not required
Life insurance licensed and able to obtain licenses for any states within the territory (Securities license preferred)
Ability and willingness to travel extensively within two-state territory
Proficient in Microsoft Office Products
Experience with illustration software and electronic applications
Ability to quickly learn proprietary software
Strong communication skills (oral and written)
Ability to self-start and work independently
About Catholic Financial Life:
From life insurance to retirement planning, education savings, and more, Catholic Financial Life has been helping individuals protect their financial lives for 150 years. With assets of $1.64 billion and 143,000 members across the United States, Catholic Financial Life's strength comes from being a different kind of financial community. As a member-owned organization, we are accountable to our members. Our longevity is a testimony to their loyalty, and our success is a result of being a trusted financial partner.
Catholic Financial Life is the second largest Catholic fraternal benefit organization in the United States. For six consecutive years, Catholic Financial Life has been named a Top Workplace by the Milwaukee Journal Sentinel. We offer a friendly culture with many soft benefits that make us unique, such as on-site parking and a rooftop pool!
Our Mission...
We're a faith-based membership organization that puts Catholic values in action by:
* Serving God through serving others;
* Providing financial security; and
* Enhancing quality of life
The RSD will regularly travel throughout the Chicagoland and Southeastern Wisconsin area to meet with prospective and current advisors in order to grow production. Travel to the Home Office, located in Milwaukee, Wisconsin, is required to meet with members of the Sales Management team. Compensation and benefits for this position consist of a generous base salary, overrides on advisor production, commission on personal production, full benefit package and applicable position reimbursements/soft benefits.
Responsibilities
Work with the VP-Sales to develop and implement regional training, marketing, and sales strategies
Prospect, recruit, and onboard/train financial advisors
Manage and grow productive relationships and partnerships within territory
Assist in the design and implementation of marketing and sales campaigns for agents
Appropriately allocate travel and marketing budgets
Requirements/Qualifications
Support the mission, vision, and values of Catholic Financial Life
Successful sales track record
7+ years of life insurance and annuity sales experience
4+ years of territory management, recruiting and training experience
Bilingual preferred, not required
Life insurance licensed and able to obtain licenses for any states within the territory (Securities license preferred)
Ability and willingness to travel extensively within two-state territory
Proficient in Microsoft Office Products
Experience with illustration software and electronic applications
Ability to quickly learn proprietary software
Strong communication skills (oral and written)
Ability to self-start and work independently
About Catholic Financial Life:
From life insurance to retirement planning, education savings, and more, Catholic Financial Life has been helping individuals protect their financial lives for 150 years. With assets of $1.64 billion and 143,000 members across the United States, Catholic Financial Life's strength comes from being a different kind of financial community. As a member-owned organization, we are accountable to our members. Our longevity is a testimony to their loyalty, and our success is a result of being a trusted financial partner.
Catholic Financial Life is the second largest Catholic fraternal benefit organization in the United States. For six consecutive years, Catholic Financial Life has been named a Top Workplace by the Milwaukee Journal Sentinel. We offer a friendly culture with many soft benefits that make us unique, such as on-site parking and a rooftop pool!
Our Mission...
We're a faith-based membership organization that puts Catholic values in action by:
* Serving God through serving others;
* Providing financial security; and
* Enhancing quality of life