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About the job
Catholic Financial Life has an exciting opportunity available for an Inside Sales Representative to join our team! This individual will be able to make a positive impact in their community through handling inbound and outbound calls from existing and potential members who are interested in Life Insurance or Annuities.
The ideal candidate must be organized, detailed oriented and have a passion to provide superior customer service to Catholic Financial Life members, advisors and Home Office staff.
What You’ll Do
As an Inside Sales Representative, you will :
Identify, initiate and qualify sales leads
Recognize customer needs and potential sales opportunities
Plan, manage and respond to existing members and other inbound call activity
Meet or exceed sales goals while selling an appropriate product mix
The product mix sold reflects both a broad knowledge of the product line as well as successful efforts to educate customers or prospects
Make recommendations of product offerings, cross-sell opportunities and marketing strategies
Qualifications
High School diploma
3 years of Insurance experience preferred
3 years of Sales experience
Life & Health License
Bilingual (Spanish and English) preferred
Clear and concise verbal and written communication skills.
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.
What We Offer
A generous base salary plus performance bonus opportunities
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
In office Monday-Thursday
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 upgraded Catholic Financial Life's Insurance Financial Strength Rating (IFSR) to an A with a stable outlook.
It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace ten 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
Last updated : 2024-05-08
Full Time
$58k-83k (estimate)
05/10/2024
05/11/2024
catholicfinanciallife.org
MILWAUKEE, WI
100 - 200
1885
WILLIAM OTOOLE
$50M - $200M
Catholic Financial Life is a not for profit, Catholic fraternal organization. We exist to deliver financial security to our members through quality products and services; To enrich the lives of our members both socially and educationally; And to demonstrate and encourage charity and fraternalism through our members.
The job skills required for Inside sales specialist include Inside Sales, Customer Service, Written Communication, Planning, Sales Lead, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an Inside sales specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Inside sales specialist. Select any job title you are interested in and start to search job requirements.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Inside Sales Specialist jobs
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