Job summary
Job post source
This job is directly from Catholic Financial Life, part of Trusted Fraternal Life.
Job overview
The Career Advisor role at Catholic Financial Life involves assisting individuals and families in achieving financial security by recommending insurance and financial products while promoting fraternal benefits and volunteer involvement.
Responsibilities and impact
The advisor will prospect and sell insurance products, service existing members, maintain records, complete required training, engage with the community and fraternal organizations, and meet production goals.
Experience and skills
Candidates should have a bachelor's degree or equivalent experience, excellent communication and public speaking skills, a valid driver's license, and a life insurance producer license; familiarity with Catholic practices is preferred but not required.
Career development
The role includes opportunities for professional growth through sales skills training, continuing education programs like LUTC, FICF, CLU, CHFC, and completion of the FIC Study Program within 18 months.
Work environment and culture
The company values community service, fraternal engagement, and preserving unique traditions while fostering financial security and purposeful lives in a supportive environment.
Company information
Trusted Fraternal Life, established in 2024, is a consolidator of fraternal benefit societies including Catholic United Financial, recognized for financial strength and as a top workplace.
Unique job features
This role uniquely combines financial advising with fraternal community involvement and requires engagement with Catholic community organizations.
Company overview
Catholic Financial Life is a member-owned financial services organization headquartered in Milwaukee, Wisconsin, focused on providing life insurance, retirement planning, and financial solutions tailored to individuals and families. Established in 1868, it operates as a fraternal benefit society, combining financial products with a mission-driven approach to support Catholic values and community initiatives. The company generates revenue through insurance premiums, investment income, and financial services while reinvesting in member benefits and charitable programs. Its long-standing history emphasizes faith-based service, community involvement, and financial security for its members.
How to land this job
Position your resume to highlight your experience in financial advising, insurance sales, and community engagement, emphasizing your ability to analyze clients' financial needs and recommend tailored solutions.
Showcase your communication skills, public speaking experience, and any involvement in community or parish activities to align with the role's emphasis on member engagement and fraternal participation.
Apply through multiple channels including Catholic Financial Life's corporate career site, LinkedIn job postings, and other job boards to maximize your chances of getting noticed.
Connect with current employees in the sales or member engagement divisions at Catholic Financial Life on LinkedIn; use ice breakers like asking about their experience working with Catholic communities or inquiring about tips for success in the Career Advisor role.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial security,' 'insurance products,' 'prospecting,' 'member engagement,' and 'fraternal benefits' to ensure it passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate tailoring your resume, find multiple application portals, and identify LinkedIn contacts to network with, allowing you to focus more on preparing for interviews and networking effectively.
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