Catholic Financial Life
Join to apply for the
Career Advisor
role at
Catholic Financial Life
3 weeks ago Be among the first 25 applicants
Join to apply for the
Career Advisor
role at
Catholic Financial Life
Catholic Financial Life provided pay range This range is provided by Catholic Financial Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $40,000.00/yr - $350,000.00/yr
Role Summary Assist individuals and their families achieve financial security by:
Helping prospects and Members analyze their financial needs and goals, recommending appropriate insurance and other financial products to meet those needs and providing quality service while building a network of referrals.
Informing Members of our fraternal benefits.
Promoting volunteer involvement in their local Catholic United Financial Council and Parish Volunteer Teams.
Through the sales and service of our full suite of products, meet or exceed minimum prospecting and sales activity to attain production goals as established in collaboration with your management team. Responsibilities
Meet or exceed minimum production levels by executing sufficient prospecting activities, conducting in-person sales calls, servicing existing Members, and conducting effective marketing activities.
Contact prospective clients and explain features and benefits of policies offered, recommending amount and type of coverage based on an analysis of prospect's circumstances.
Compile lists of prospective clients to provide leads for additional business.
Call on Members to deliver and explain policy, to suggest additions or changes in insurance program, or to make changes in beneficiaries.
Calculate and quote premium rates for recommended policies using provided, company sponsored illustration quoting software.
Collect initial premiums and provides prompt accounting of all monies received and transferred to the Association.
Maintain timely records of activity and production using Contact Management software as required.
Develop and maintain professional competence by following the prescribed program of sales skills training, basic, intermediate and advanced education, and continuing education - LUTC, FICF, CLU, CHFC, etc.
Successfully complete the FIC Study Program and other self-study, correspondence or classroom courses recommended by Trusted Fraternal Life within 18 months of appointment unless otherwise prearranged with your management team.
Cooperate with the fraternal Member Engagement department and home office in all matters pertaining to the fraternal aspect of the Association's operations.
Join such fraternal organizations and attend such fraternal meetings as are recommended by the home office (i.e., NAFIC, MN-FIC)
Keep continuous contact with members, officers of local councils, officers and employees of Trusted Fraternal Life and its various brands, members of the Catholic community and individuals in the general and business community throughout the assigned territory.
Qualifications & Skills
Bachelor's degree (B.A.) and one to two years related experience and/or training; or an equivalent combination of education and experience, is desirable
Excellent communication and conversation skills required
Valid Driver’s License
Valid Life Insurance Producer License in the state(s) in which Members are located
Public speaking skills required
Community leadership and Parish participation experience is desirable
As the Trusted Fraternal Life Catholic United brand sells financial products and services to Catholic members and prospective Catholic members, while you do not have to be Catholic, you must be generally aware of and comfortable with the religious practices and organization of the Roman Catholic Church.
About Trusted Fraternal Life Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Catholic Financial Life, Degree of Honor, Woman’s Life and Catholic United Financial.
Trusted Fraternal Life's purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow.
Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives.
Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life.
Seniority level Entry level
Employment type Full-time
Job function Other
Industries Insurance
Referrals increase your chances of interviewing at Catholic Financial Life by 2x
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Career Advisor
role at
Catholic Financial Life
3 weeks ago Be among the first 25 applicants
Join to apply for the
Career Advisor
role at
Catholic Financial Life
Catholic Financial Life provided pay range This range is provided by Catholic Financial Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $40,000.00/yr - $350,000.00/yr
Role Summary Assist individuals and their families achieve financial security by:
Helping prospects and Members analyze their financial needs and goals, recommending appropriate insurance and other financial products to meet those needs and providing quality service while building a network of referrals.
Informing Members of our fraternal benefits.
Promoting volunteer involvement in their local Catholic United Financial Council and Parish Volunteer Teams.
Through the sales and service of our full suite of products, meet or exceed minimum prospecting and sales activity to attain production goals as established in collaboration with your management team. Responsibilities
Meet or exceed minimum production levels by executing sufficient prospecting activities, conducting in-person sales calls, servicing existing Members, and conducting effective marketing activities.
Contact prospective clients and explain features and benefits of policies offered, recommending amount and type of coverage based on an analysis of prospect's circumstances.
Compile lists of prospective clients to provide leads for additional business.
Call on Members to deliver and explain policy, to suggest additions or changes in insurance program, or to make changes in beneficiaries.
Calculate and quote premium rates for recommended policies using provided, company sponsored illustration quoting software.
Collect initial premiums and provides prompt accounting of all monies received and transferred to the Association.
Maintain timely records of activity and production using Contact Management software as required.
Develop and maintain professional competence by following the prescribed program of sales skills training, basic, intermediate and advanced education, and continuing education - LUTC, FICF, CLU, CHFC, etc.
Successfully complete the FIC Study Program and other self-study, correspondence or classroom courses recommended by Trusted Fraternal Life within 18 months of appointment unless otherwise prearranged with your management team.
Cooperate with the fraternal Member Engagement department and home office in all matters pertaining to the fraternal aspect of the Association's operations.
Join such fraternal organizations and attend such fraternal meetings as are recommended by the home office (i.e., NAFIC, MN-FIC)
Keep continuous contact with members, officers of local councils, officers and employees of Trusted Fraternal Life and its various brands, members of the Catholic community and individuals in the general and business community throughout the assigned territory.
Qualifications & Skills
Bachelor's degree (B.A.) and one to two years related experience and/or training; or an equivalent combination of education and experience, is desirable
Excellent communication and conversation skills required
Valid Driver’s License
Valid Life Insurance Producer License in the state(s) in which Members are located
Public speaking skills required
Community leadership and Parish participation experience is desirable
As the Trusted Fraternal Life Catholic United brand sells financial products and services to Catholic members and prospective Catholic members, while you do not have to be Catholic, you must be generally aware of and comfortable with the religious practices and organization of the Roman Catholic Church.
About Trusted Fraternal Life Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Catholic Financial Life, Degree of Honor, Woman’s Life and Catholic United Financial.
Trusted Fraternal Life's purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow.
Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives.
Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life.
Seniority level Entry level
Employment type Full-time
Job function Other
Industries Insurance
Referrals increase your chances of interviewing at Catholic Financial Life by 2x
Sign in to set job alerts for “Career Counselor” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr