Senior Network Administrator
 
Catholic Financial Life has an exciting opportunity available for a Senior Network Administrator to join our team! This individual will be responsible for all aspects of WAN, LAN and server, and storage technology. The ideal candidate must be comfortable with researching, evaluating and recommending technology purchases amongst other tasks and responsibilities.
 
WHAT YOU’LL DO
As a Senior Network Administrator, you will:

Performs research, evaluation, configuration, installation and deployment of WAN, LAN, server and storage technology
Monitors and evaluates WAN and LAN performance
Supports and troubleshoots all network hardware and software
Administers network mail and backup/recovery along with the other server-based systems
Maintains currency in new developments and technology
PC Systems Specialist Performs analytical, technical, and administrative work in planning, design, installation and support of new and existing PC systems
Confers with end users and recommends the hardware and software required
Supports moderately complex applications
Trains end users in the use of hardware and software
 
WHAT WE OFFER

A generous base salary plus short-term incentive bonus eligibility
Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
 
QUALIFICATIONS

Bachelor’s degree in Computer Science/IT
5+ years of computer/IT experience
Knowledge of Microsoft Windows Server OS and VMWare software
Clear and concise verbal and written communication skills
Curious, self-motivated, independent
Ability to thrive in a fast-paced environment
 
Successful candidates will be organized, detail oriented and able to work independently. Candidate must be skilled in effectively prioritizing work. Excellent communication skills are required with the ability to work well in a team environment.  
 
ABOUT CATHOLIC FINANCIAL LIFE
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row. 


Catholic Financial Life is an Equal Opportunity Employer 
 
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:

Serving God through serving others;
Providing financial security; and
Enhancing quality of life
 
 

Director of Digital Initiatives
Do you have a passion to shape the digital future? Do you believe in the power of creating targeted, and personalized digital experiences that are engaging and achieve real business results? Are you interested in working for a values-centered, mission-focused organization? Do you want to be a part of a growing, dynamic and creative organization? Catholic Financial Life (CFL) has an exciting opportunity available for a Director of Digital Initiatives to join our team! This position reports directly to the CFL Chief Operating Officer. You will bring a strategic mindset to the CFL digital landscape. You will be a key leader in our continued digital transformation!

WHAT YOU’LL DO

Provide expertise in the prioritization, sequencing, and delivery of digital initiatives, including Web, Member Portal, Agent Portal, CRM and Direct to Consumer sales solutions
Evaluate, acquire, and leverage digital technology and vendors to deliver a seamless omni-channel experience to members, prospects and CFL associates, advisors and brokers
Educate CFL stakeholders regarding industry best practices, evolving customer digital preferences and industry technology trends
Collaborate with teams across the organization including sales, marketing, IT and operations to deliver a relevant, impactful digital experience
Evolve digital experiences and manage product lifecycles consistent with changing market expectations, research and brand voice and develop a clear line of sight to experience performance, product metrics and operational support required to meet business objectives
Be a thought-leader, evangelize and drive collaborative, user-centered approaches to defining and solving problems
Become a trusted advisor to the COO and CFL leadership team
 
QUALIFICATIONS

5 - 10 years of digital technology selection and delivery experience
A history of success in the delivery of digital roadmap components
A proven track record of high performance in a results-oriented environment
Excellent communication skills that can be dynamically adjusted to different situations and audiences
A desire to set and high expectations for the organization and then strive to exceed those expectations
Ability to thrive in a fast-paced environment
A relentless passion to drive the evolution and continuous improvement of the organization and its customer relevance
 
A successful candidate will be organized, detail oriented and able to work independently.  Individual must be able to influence other associates at all organizational levels. 
Candidate must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk.  Excellent communication skills are required with the ability to work well in a team environment.  
 
WHAT WE OFFER

A generous base salary plus short-term incentive bonus eligibility
Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
 
About Catholic Financial Life
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row. 

Catholic Financial Life is an Equal Opportunity Employer 
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:

Serving God through serving others;
Providing financial security; and
Enhancing quality of life
 

Member Services / Claims Customer Service Representative
 
Do you have a passion to help others? Catholic Financial Life (CFL) has an exciting opportunity available for a Customer Service Representative to join our team! As a Customer Services Representative at Catholic Financial Life, you will be part of our Insurance Services Department. You will be primarily responsible for delivering exceptional member experiences (EMEs) to our customers (members, advisors and brokers). You will report to the Member Services and Claims Directors and be a part of the Catholic Financial Life family. As an ideal candidate, you will have a passion to provide superior customer service to CFL members, advisors and associates. Beyond delighting our members, you will be an active participant in our digital member services center transformation!
WHAT YOU’LL DO

Active participation in our member services and claims call centers - directing and handling calls as appropriate
Handling member inquiries, which involve transaction processing or inquiries.
Generating correspondence and forms when applicable.
Proactively resolving member services and claims issues and ensuring action steps are communicated with members and appropriate CFL teams
Reviewing generated reports and completing necessary processing
Completing various projects as assigned
Active communication with members, advisors and associates regarding the status of member services
Provide proactive support and input into the digital re-engineering/transformation of operational processes within Member Services and Claims Operations to help facilitate company growth, improve organizational efficiency and reduce turnaround time
 
QUALIFICATIONS

2 - 5 years of life insurance operations experience, preferably in an area that deals directly with customers
Experience in a digital customer services environment
A proven track record of high performance
Excellent communication skills that can be dynamically adjusted to different situations and audiences
A desire to set high expectations for yourself and then strive to exceed those expectations
Ability to thrive in a fast-paced environment
Proven ability to improve processes that you are responsible for
 
The successful candidate will be organized, detail oriented and able to work independently. Individual must be able to influence other associates at all organizational levels. 
Candidate must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk.  Excellent communication skills are required with the ability to work well in a team environment.  
WHAT WE OFFER

A generous base salary plus short-term incentive bonus eligibility
Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
 
About Catholic Financial Life:
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row. 


Catholic Financial Life is an Equal Opportunity Employer 
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:

Serving God through serving others;
Providing financial security; and
Enhancing quality of life
 
 

Director of Financial Planning and Analysis
 
Catholic Financial Life has an exciting opportunity available for a Director of Financial Planning and Analysis to join our team! The Director of Financial Planning and Analysis will lead and own the day-to-day financial planning and analysis (FP&A) functions and financial data management processes at Catholic Financial Life. This pivotal role will be accountable for collaborative, cross-functional efforts to drive relevant, flexible and efficient financial planning and analysis to support organizational goals and key business. This hire will be responsible for the management and utilization of financial tools used to evaluate business performance including the company’s financial reporting, forecasting and annual operating plan. Additionally, the FP&A Director will lead and coordinate the Society’s annual budget process, working directly with leadership to provide financial modeling, analyses and recommendations. The ideal candidate must have well-developed mathematical and analytical skills, working knowledge of financial analysis techniques, strong communication skills and the ability to manage multiple, simultaneous projects. 
 
RESPONSIBILITIES

Lead and coordinate the Society’s annual budget process
Provide the CFO, senior management and project teams and task forces information to aid in decision making and management presentations including but not limited to
technical accounting and financial support (GAAP, STAT & compliance)
financial modeling and analyses
industry and market trend analyses
interpretation and recommendations

Provide financial analyses related to P&L, profitability, budgets, forecasting, reporting, ad hoc analysis for new business case development and custom financial analyses
Develop and maintain spreadsheets and statistical models for financial analysis
Partner with all other departments developing forecasting models to enhance or develop their financial acumen, implement and track progress of action plans and corporate initiatives
Measure subsequent ROI of corporate initiatives and other projects
Represent the CFO on various committees, project teams and task forces
Complete audits of the Fraternal chapters
 
WHAT WE OFFER

A generous base salary plus short-term incentive bonus eligibility
Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
"Summer Fridays" all year round with the Friday's work day ending at 1:30 p.m.
 
QUALIFICATIONS

Bachelor’s Degree in Accounting or Finance with 3+ years of Finance/Accounting experience
CPA preferred
Master’s or MBA preferred
Well-developed mathematical and analytical skills, working knowledge of financial analysis techniques and modeling
Clear and concise verbal and written communication skills
Takes initiative and able to work independently
Capable of prioritizing work and multi-tasking
 
ABOUT CATHOLIC FINANCIAL LIFE
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row. 


Catholic Financial Life is an Equal Opportunity Employer 
 
Our Mission...
We're a faith-based membership organization, which puts Catholic values in action by:
 

Serving God through serving others;
Providing financial security; and
Enhancing quality of life
 
 

Social Media Coordinator
The Social Media Coordinator will be responsible for helping to plan, produce and manage all things social media. This role will be focused on increasing Catholic Financial Life’s social media presence, followers and engagement, generating leads, improving our digital experience and increasing brand awareness.
What You’ll Do
As a Social Media Coordinator, you will:

Oversee and coordinate Catholic Financial Life’s social media platforms
Execute a social media strategy that strengthens our brand and builds engagement with target audiences
Work closely with the Manager of Corporate Communications and Events to develop social media campaigns that help to achieve corporate marketing goals
Write, schedule and publish unique and compelling daily social content across our accounts, including Facebook, LinkedIn, Twitter and others, with a strong focus on driving traffic and conversion, growing qualified audience and boosting engagement
Write engaging blogs and other digital content
Develop and maintain the social media editorial calendar for Catholic Financial Life’s corporate platform and Catholic Financial Life’s advisor and broker editorial calendar
Manage Meltwater Platform
Prepare and report monthly social media analytics
Plan, produce and execute social media advertising
Keep up to date on social media trends and best practices
Provide Facebook and LinkedIn training for our advisors and brokers
Qualifications

Bachelor’s Degree in Marketing or Communications or equivalent work experience
At least 1-3 years of professional experience managing a variety of social media platforms, including Facebook, Twitter, LinkedIn and Instagram
Excellent oral and written communication skills
A sharp focus and eye for detail and consistency
Financial services background desirable
Familiar with AP style
What We Offer

A generous base salary plus short-term incentive bonus eligibility
Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
 
ABOUT CATHOLIC FINANCIAL LIFE
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row. 


Catholic Financial Life is an Equal Opportunity Employer 
 
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:

Serving God through serving others;
Providing financial security; and
Enhancing quality of life
 

Claims Representative
 
Catholic Financial Life (CFL) has an exciting opportunity available for a Claims Representative to join our team! As a Claims Representative, you will be responsible for processing life and annuity claims from notice of death to payment. You’ll also be responsible for claim set-ups and payments, routinely sending out death claim forms, checks and other claim correspondence. You will primarily be responsible for checking daily call center voice messages and claims general emails. As an ideal candidate, you will have a passion to provide superior customer service to CFL members, advisors and associates. Beyond delighting our members, you will be an active participant in our digital claims center transformation!
 
WHAT YOU’LL DO:

Process death claims
Handle claims calls
Provide forms and claim information (communications) to beneficiaries, FOAs and Advisors
Perform routine follow ups on outstanding claims via written communication or phone calls
Set up and pay claims involving ID3 transactions and recording information in Excel records
Claims representatives are authorized to approve claim payments up to $5,000 (once fully trained)

Perform other Claims duties and department support
Staff the claims call center daily
Process beneficiary changes
Run Accurint reports
Work on special claim projects and handle claims mail or messages when needed

 
QUALIFICATIONS

High school diploma
2-3 years of insurance experience – claims/policy processing
Some insurance industry knowledge preferred
Experience in a digital customer services environment
Must be able to learn and develop working knowledge of claim payment election options, state compliance regulations and tax law (regarding annuities)
Must be able to understand contract language (life, annuity, A&H)  
A proven track record of high performance
Excellent communication skills that can be dynamically adjusted to different situations and audiences
A desire to set high expectations for yourself and then strive to exceed those expectations
Ability to thrive in a fast-paced environment
Proven ability to improve processes that you are responsible for
 
The successful candidate will be organized, detail oriented and able to work independently. Individual must be able to influence other associates at all organizational levels. 
 
Candidate must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.  
 
WHAT WE OFFER

A generous base salary plus short-term incentive bonus eligibility
Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
 
About Catholic Financial Life:
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row. 
 
Catholic Financial Life is an Equal Opportunity Employer 
 
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:

Serving God through serving others;
Providing financial security; and
Enhancing quality of life
 

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU
Catholic Financial Life (CFL) is looking for candidates with the drive to chart their own career course and the grace to guide our members through financial decisions during major life moments. We seek self-motivated, hardworking professionals who are disciplined and eager to work in a purposeful career — committed to protecting our members’ futures.

At CFL, we work hard while making time for our families, friends and faith. We provide you with a rewarding financial services career while staying true to the faith-based and community-focused mission that built CFL. Come work with an organization named a Top Workplace by Milwaukee Journal Sentinel for seven years in a row.
WHAT YOU’LL DO
As a CFL Advisor, you will:
•   Educate and empower your clients to make sound financial decisions to protect their families and their futures
•   Actively prospect for new members through community activities and your personal network
•   Set your own earning potential through your hard work, persistence and dedication
•   Leverage a strong support network while defining your own success
WHAT WE PROVIDE
As part of the CFL family, you will receive:
•   Unlimited earning potential with negotiable and customizable compensation plans
•   Flexible schedule - define your own workday
•   Access to a full Group Benefits Package including health, life and disability insurance plus a 401K plan
•   Motivating incentive rewards including an all-expenses-paid annual sales conference at a unique destination
•   Industry-leading training, ongoing education and mentorship program
•   Reliable, consistent and responsive sales support from the CFL home office
WHAT IT TAKES TO BE A CFL ADVISOR
•   Self-motivated, self-disciplined, reliable and committed
•   Trustworthy and passionate about educating others and being a part of their lives
•   A high-achiever, driven by serving others
•   Active and well-connected in your community
•   Empathetic and perceptive to the needs of others
COMPENSATION MODELS
•   NEW Salary-Based Plan: This plan is very unique in the insurance industry and perfect for someone passionate about a career in sales looking for a steady income.
•   Enhanced Commission-Based Plan: This model includes a two-year income supplement and enhanced commissions to transition into this new role.
 QUALIFICATIONS
•   A two- or four-year degree, preferably in the Business, Finance, Insurance or a related field
•   Strong written and interpersonal communication skills
•   Previous sales or insurance experience preferred
•   Access to personal transportation is required
We set the bar high for our financial advisors. We are looking to fill a limited number of positions and will only consider highly-ethical individuals with the desire to be top sales professionals. If you are someone that is driven to serve others and wants to earn a rewarding income along the way, then apply now and take advantage of our limited-time signing bonus.
About Catholic Financial Life
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row. 
For more information about Catholic Financial Life, visit www.catholicfinanciallife.org.
 

Regional Sales Director – Texas (Houston/Austin/San Antonio/Dallas/Fort Worth area)
 
Catholic Financial Life has an exciting opportunity available for a Regional Sales Director to join our team! This individual will be responsible for developing and managing a successful territory of non-captive independent insurance agents who support the mission of Catholic Financial Life and drive sales of life insurance and annuity products.
The RSD will proactively conduct their own recruiting to develop a team of producers while also maintaining productive sales relationships with any existing producer field. The RSD will promote sales through wholesale, point of sale, and agent support efforts while properly allocating an assigned travel and marketing budget. 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 to meet with prospective and current independent agents in order to grow production. The RSD will periodically travel to the Home Office in Milwaukee, Wis. to meet and plan with Sales Management.
The ideal candidate must have strong communication skills, willing to travel and support the mission, vision, and values of Catholic Financial Life.
 
WHAT YOU’LL DO
 
As a Regional Sales Director, you will:
 

Work with Director of Sales Distribution to develop and implement regional training, marketing and sales strategies
Prospect, recruit and onboard/train independent agents
Manage and grow productive relationships with independent agents
Assist in the design and implementation of marketing and sales campaigns for agents
Appropriately allocate travel and marketing budgets
 
WHAT WE OFFER
 

A generous base salary plus short-term incentive bonus eligibility
Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
 
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, wholesaling, or recruiting and training experience
Life insurance licensed and able to obtain licenses for any states within the territory (Securities license preferred)
Bilingual (Spanish and English) preferred
Ability and willingness to travel extensively in 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
 
Successful candidates will have strong sales and recruiting skills, be proactive and able to work independently. Candidate must be skilled in effectively prioritizing work. Excellent communication skills are required with the ability to work well in a team environment.  
 
ABOUT CATHOLIC FINANCIAL LIFE
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row. 

Catholic Financial Life is an Equal Opportunity Employer 
 
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:
 

Serving God through serving others;
Providing financial security; and
Enhancing quality of life