Careers

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Catholic Financial Life has an exciting opportunity available for a Director of Marketing & Communications to join our team! This individual will report to our VP of Distribution and will provide leadership to the Marketing and Communications Department and related functions. We are looking for a passionate, authentic, innovator to join our team. The ideal candidate will be a driven, creative problem solver.

WHAT YOU’LL DO

As a Director of Marketing & Communications, you will:

• Oversee and direct all aspects of these efforts including, but not limited to:
  • strategy development, annual planning, and implementation of strategic marketing and communication plans
  • creative brand concept development and direction to ensure a consistent brand standard and a professional voice of CFL
• Manage the creation and distribution of marketing collateral through CFL-owned platforms including:
  • its website, video and audio files, and print/digital solutions
  • social media planning and content production
  • earned media opportunities/interactions with area and regional media outlets
• Be responsible for the creation of compelling content to tell the CFL story to internal and external audiences. This includes articles for CFL’s intranet, executive communications and presentations, member correspondence and CFL’s Member Magazine.
• Work closely with and manage the marketing and communications team
• Collaborate with other departments throughout the organization including sales, member engagement and member services
• Coordinate with external partners to achieve results

QUALIFICATIONS

• Bachelor’s in Corporate Communications, Marketing, or Public Relations
• 7+ years of Marketing and Communications experience
• Previous team management background
• Excellent written and verbal communication skills
• Display the ability to write for multiple, diverse constituencies across different media platforms
• Ability to thrive on variety and excel at both big-picture strategy and collaboration to achieve departmental objectives

Successful candidates will be organized, detail oriented and collaborative. 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 short-term incentive bonus eligibility
• 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
• Ability to work remote on Friday
• Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.

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 affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine 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

Apply Now

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Catholic Financial Life has an exciting opportunity available for an Inside Sales Representative to join our team! This individual will be responsible for the handling of inbound and outbound calls from members 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 and manage sales calls
• 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
• Fluent in Spanish & English
• 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 short-term incentive bonus eligibility
• 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
• Ability to work remote on Friday
• Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.

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 affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine 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

Apply Now

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Catholic Financial Life has an exciting opportunity for a qualified Staff Accountant to join our team! This role is an ideal fit for an intellectually curious problem-solver who thrives in being challenged and seeks to join a high-functioning team. You will work closely with the Controller and Director of Financial Planning & Analysis to perform accounting and finance functions. You will be responsible for financial reporting, general ledger reconciliations, regulatory reporting, accounts receivable and other general accounting responsibilities. A high level of initiative, ownership of responsibilities, attention to detail and strong analytical skills are necessary. Your work will make a difference in our organization and to the members and communities we serve.

WHAT YOU’LL DO

As a Staff Accountant, you will help us grow and play an active role in the organization’s digital transformation. Responsibilities include:

• Perform accounting related to capital assets
• Prepare financial statements, reconciliations, state filings, and audit workpapers
• Cash management functions (Example: accounts receivable)
• Other roles and responsibilities as assigned

WHAT WE OFFER

• A generous base salary plus short-term incentive bonus eligibility
• Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan with company match
• Free parking in our Home Office structure
• Ability to work remote on Fridays
• On-site wellness amenities including our rooftop pool and workout room
• Wellness subsidy program

IDEAL CANDIDATE QUALIFICATIONS

• Bachelor’s degree in Accounting or Finance preferred
• 0 – 3 years experience, familiarity with the financial services industry a plus
• Accounting related software; high-level Excel skills
• Aptitude for accounting, financial analysis, and reporting
• Dynamic, passionate, and energetic professional with the desire to learn and grow within the organization

Successful candidates will use innovative thinking to leverage technology, be able to interpret regulatory guidance, prioritize tasks and work independently in a hands-on learning environment. Excellent verbal and written communication skills are required as well as the ability to work well in a team environment.

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 affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine 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

Apply Now

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Catholic Financial Life has an exciting opportunity available for an Executive Assistant to join our team! This individual is responsible providing administrative support to the CFO and Finance department as well as the Corporate Board Secretary and Board of Directors. The ideal candidate must have strong communication skills, including with C-suite level leadership, exceptional organization skills and attention to detail.

WHAT YOU’LL DO

As an Executive Assistant, you will:

• Provide administrative support to the CFO
• Give assistance to the Corporate Secretary through draft Board and Committee agendas, coordinate and collect meeting materials and complete meeting minutes
• Manage and maintain the Board Portal
• Manage the corporate credit card payment and expense reporting process
• Corporate compliance duties as assigned

QUALIFICATIONS

• Bachelor’s degree or equivalent experience
• 7+ years of executive administrative experience
• Strong communication skills, including with C-suite level leadership
• Exceptional organizational skills
• Able to multitask and adapt to new conditions
• Excellent attention to detail

Successful candidates will be highly organized, detail oriented and able to work independently. The candidate must be skilled in effectively prioritizing work. Excellent communication skills are required as this role communicates with the C-suite and Board members regularly.  

WHAT WE OFFER

• A generous base salary plus short-term incentive bonus eligibility
• 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
• Ability to work remote on Friday

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 affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine 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

Apply Now

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Catholic Financial Life has an exciting opportunity available for an Executive Assistant - Temp. to join our team! This individual is responsible providing administrative support to the CFO and Finance department as well as the Corporate Board Secretary and Board of Directors. The ideal candidate must have strong communication skills, including with C-suite level leadership, exceptional organization skills and attention to detail.

WHAT YOU’LL DO

As an Executive Assistant - Temp., you will:

• Provide administrative support to the CFO
• Give assistance to the Corporate Secretary through draft Board and Committee agendas, coordinate and collect meeting materials and complete meeting minutes
• Manage and maintain the Board Portal
• Manage the corporate credit card payment and expense reporting process
• Corporate compliance duties as assigned

QUALIFICATIONS

• Bachelor’s degree or equivalent experience
• 7+ years of executive administrative experience
• Strong communication skills, including with C-suite level leadership
• Exceptional organizational skills
• Able to multitask and adapt to new conditions
• Excellent attention to detail

Successful candidates will be highly organized, detail oriented and able to work independently. The candidate must be skilled in effectively prioritizing work. Excellent communication skills are required as this role communicates with the C-suite and Board members regularly.  

WHAT WE OFFER

• A generous base salary plus short-term incentive bonus eligibility
• 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
• Ability to work remote on Friday

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 affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine 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

Apply Now

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Catholic Financial Life has an exciting opportunity for a qualified Senior Accountant to join our team!  This role is critical to the accounting and finance teams and ideal for an intellectually curious problem-solver who thrives in challenge and seeks to join a high-functioning team. You will work closely with the Controller and Director of Financial Planning & Analysis to optimize effiency and effectiveness to streamline planning, processing and reporting. You will perform analysis of financial statements, assist in strategic initiatives, manage special projects from inception to completion and make independent judgements which have an impact on the Society. A high level of initiative, ownership of responsibilities, attention to detail and strong analytical skills are necessary. Your work will make a difference in our organization and to the members and communities we serve.

Senior accountants are expected to complete duties in a timely and accurate manner; effectively communicate detailed financial information clearly and concisely; maintain confidentiality; exhibit initiative and the ability to work both independently and as part of a team; read and interpret complex business correspondence and regulations. A senior accountant will posses advanced Excel skills, is detail-oriented, highly organized, able to work with minimal supervision and perform under pressure.

WHAT YOU’LL DO

As a Senior Accountant, you will help us grow and play an active role in the organization’s digital transformation. Responsibilities include:

• Financial statement preparation, audit requirements, account reconciliations, policy accounting and research applicable regulations for special situations and compliance
• Accounting and reporting for the Society’s charitable foundation
• Review reporting and financial statements for completeness and accuracy
• Collaborate on the Society’s regulatory and tax reporting
• Other roles and responsibilities as assigned

WHAT WE OFFER

• A generous base salary plus short-term incentive bonus eligibility
• Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan with company match
• Free parking in our Home Office structure
• Ability to work remote on Fridays
• On-site wellness amenities including our rooftop pool and workout room
• Wellness subsidy program

IDEAL CANDIDATE QUALIFICATIONS

• ​Bachelor’s degree; Accounting or Finance preferred
• 7-10 years of increasingly responsible experience, familiarity with the financial services industry a plus
• Certified Public Accountant (CPA) or candidate preferred.
• Accounting related software, advanced Excel skills, proficient in Miscrosoft Office
• Aptitude for accounting, financial analysis, and reporting
• Strong verbal and written communication skills
• Dynamic, passionate, and energetic professional with the desire to learn and grow within the organization

Successful candidates will use innovative thinking to leverage technology, prioritize tasks and work independently in a hands-on learning environment.

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 affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine 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

Apply Now