What are the responsibilities and job description for the Inside Sales Representative position at Catholic Financial Life?
Inside Sales Representative
Catholic Financial Life, a Trusted Fraternal Life brand, 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, a Trusted Fraternal Life brand, members, advisors and Home Office staff.
WHAT YOU’LL DO
As an Inside Sales Representative, you will:
Catholic Financial Life, a Trusted Fraternal Life brand, 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, a Trusted Fraternal Life brand, 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
- 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
- Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
About Catholic Financial Life – a Trusted Fraternal Life brand
Catholic Financial Life, a Trusted Fraternal Life brand, helps members protect their loved ones and achieve financial security through life insurance, retirement planning, education savings, and more. For more than 155 years, we have been a force for good—enhancing the quality of life in communities throughout the United States. Our financial strength rating was upgraded to an “A” with a stable outlook in 2023 by the Kroll Bond Rating Agency. We have been recognized by the Milwaukee Journal Sentinel as a Top Workplace 11 years in a row. For more information, visit www.cfl.org.
Catholic Financial Life, a Trusted Fraternal Life brand, is an Equal Opportunity Employer
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:
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