Training & Support

We Support Our Advisors

At Catholic Financial Life, we view training and support as a life-long journey that we undertake together. Your talent coupled with our best-in-class sales training will position you for success. You’ll receive product information, consumer trends and training on the skills used every day to build your business. Not only that, you'll receive one-on-one mentoring from our team of talented veteran Advisors. You'll work for yourself but not by yourself.

Financial Support

As a new Advisor, we’ll provide you with a signing bonus, supplemental income to help you while you’re getting started and an annual marketing budget to promote your business.

Technical Support

Catholic Financial Life provides you with the technical tools needed to succeed, including a tablet, access to a client database and on-call help from our dedicated team. Our IT department offers an exceptional customer service approach to technical support for our Advisors.

Training and Ongoing Education

Your talent coupled with our best-in-class sales training will position you for success. You’ll receive product information, consumer trends and training on the skills used every day to build your business. Not only that, you'll receive one-on-one mentoring from our team of talented veteran Advisors.

Why Become a CFL Advisor?

Typical Day

You have the flexibility to work the hours that are most productive for growing your business. Catholic Financial Life also offers support and extensive training to help advance your career.

Community Impact

We put values in action, something we have done for more than 155 years! We have raised and donated millions of dollars, and hundreds of thousands of hours volunteered by members.