Business Unit
10 Business Units
Location
10 Locations
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.
• Straight Commission-Based Plan: Are you an experienced advisor looking for a compensation package that offers unlimited earning potential, entirely within your control? This is the plan for you.
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 $1.68 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. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace seven years in a row.
For more information about Catholic Financial Life, visit www.catholicfinanciallife.org.
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.
• Straight Commission-Based Plan: Are you an experienced advisor looking for a compensation package that offers unlimited earning potential, entirely within your control? This is the plan for you.
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 $1.68 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. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace seven years in a row.
For more information about Catholic Financial Life, visit www.catholicfinanciallife.org.
CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU
Catholic Financial Life (CFL) has an exciting opportunity available as our Director of Investments! This position is responsible for management oversight of the Society’s investment portfolio which exceeds $1.6 billion, consisting primarily of fixed income securities managed externally, church and commercial mortgage loans both internally and externally underwritten and a convertible portfolio managed externally. Primary responsibility is managing the relationships with outside investment partners to coordinate and assure the development of appropriate investment strategies based on asset/liability modeling and managing the implementation of authorized investment strategies primarily by external investment managers.
WHAT YOU’LL DO
As Director of Investments, you will:
Evaluate portfolio performance
Be responsible for investment revenue budgeting
Prepare management reports on the investment portfolio
Gather and analyze industry, regulatory, statutory financial reporting/accounting and economic information relative to the Society’s investment portfolio and in relation to crediting rates on the Society’s interest-sensitive insurance contracts
Interface with various management forums, including the senior management team and the Investment Committee of the Board of Directors
Examine the investment portfolio to assure compliance with objectives and guidelines of the Society’s Investment Policy as approved by the Board
Oversee and manage the Society’s church and commercial loan program which is substantially directly underwritten by the Society itself
Chair the internal Loan Committee
Manage the relationship with the outside investment partner of the Society’s defined benefit pension plan and oversee the investment options and education made available through the Society’s defined contribution plan
Participate in the Society’s Enterprise Risk Management (ERM) Committee acting as the investment subject matter expert
Other projects as assigned requiring financial or investment expertise, including the optimization of the portfolio, in-force asset/liability management, interest rate crediting for all interest-sensitive insurance contracts
The ideal candidate will thrive on being a part of a team environment with a heartfelt mission while focusing on the challenge to learn new things, engage with national investment managers and exude leadership and decision-making capabilities.
We seek self-motivated, hardworking professionals who are disciplined and eager to work in a purposeful career as a Director of Investments.
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 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
WHAT IT TAKES TO BE A DIRECTOR OF INVESTMENTS
5+ years of investment and portfolio experience
5+ years of commercial mortgage loan/lending experience
Working knowledge of Bloomberg, BondEdge and Morningstar
Understanding of Statutory Accounting preferred
Strong written and interpersonal communication skills
QUALIFICATIONS
Bachelor’s degree, preferably in the Finance/Investment field
CFA Preferred
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 $1.68 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. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace seven years in a row.
Catholic Financial Life (CFL) has an exciting opportunity available as our Director of Investments! This position is responsible for management oversight of the Society’s investment portfolio which exceeds $1.6 billion, consisting primarily of fixed income securities managed externally, church and commercial mortgage loans both internally and externally underwritten and a convertible portfolio managed externally. Primary responsibility is managing the relationships with outside investment partners to coordinate and assure the development of appropriate investment strategies based on asset/liability modeling and managing the implementation of authorized investment strategies primarily by external investment managers.
WHAT YOU’LL DO
As Director of Investments, you will:
Evaluate portfolio performance
Be responsible for investment revenue budgeting
Prepare management reports on the investment portfolio
Gather and analyze industry, regulatory, statutory financial reporting/accounting and economic information relative to the Society’s investment portfolio and in relation to crediting rates on the Society’s interest-sensitive insurance contracts
Interface with various management forums, including the senior management team and the Investment Committee of the Board of Directors
Examine the investment portfolio to assure compliance with objectives and guidelines of the Society’s Investment Policy as approved by the Board
Oversee and manage the Society’s church and commercial loan program which is substantially directly underwritten by the Society itself
Chair the internal Loan Committee
Manage the relationship with the outside investment partner of the Society’s defined benefit pension plan and oversee the investment options and education made available through the Society’s defined contribution plan
Participate in the Society’s Enterprise Risk Management (ERM) Committee acting as the investment subject matter expert
Other projects as assigned requiring financial or investment expertise, including the optimization of the portfolio, in-force asset/liability management, interest rate crediting for all interest-sensitive insurance contracts
The ideal candidate will thrive on being a part of a team environment with a heartfelt mission while focusing on the challenge to learn new things, engage with national investment managers and exude leadership and decision-making capabilities.
We seek self-motivated, hardworking professionals who are disciplined and eager to work in a purposeful career as a Director of Investments.
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 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
WHAT IT TAKES TO BE A DIRECTOR OF INVESTMENTS
5+ years of investment and portfolio experience
5+ years of commercial mortgage loan/lending experience
Working knowledge of Bloomberg, BondEdge and Morningstar
Understanding of Statutory Accounting preferred
Strong written and interpersonal communication skills
QUALIFICATIONS
Bachelor’s degree, preferably in the Finance/Investment field
CFA Preferred
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 $1.68 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. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace seven years in a row.