Your Typical Day

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You want to succeed. We’ll provide the tools you need to reach your potential. 

As a Catholic Financial Life Advisor, YOU control your livelihood. 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. We want you to build a business that provides true financial security and flexibility


  • Identify prospects for membership using personal observation, natural market, referrals, seminars, community involvement, networking, etc.

Needs Analysis

Gaining Commitment

  • Solicit comments and answer questions during a sales presentation to obtain a commitment to buy if it’s in the best interest of the prospect.

Member Service and Administration

  • Deliver policies to members. Review objectives, provisions, etc.
  • ​Aid members with service needs (e.g. change of name, address, beneficiary, claims, etc.)


Personal Professional Development

  • Attend classes, obtain designations, study related materials, etc. to keep current on new products, ideas and industry trends.
  • Be involved in your local community, parish and schools to increase public awareness of our company, products and services.

Planning and Goal Setting

  • Review and maintain accurate records of your activity and production with your manager and Sales department.
  • Periodically set and/or adjust goals with manager, as well as plan and prioritize daily activities.
The flexibility as a Catholic Financial Life advisor is awesome and can be an extremely rewarding lifelong career.

Kristin O.

Redefine your way at
Catholic Financial Life.
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