Your Next Steps

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Steps to Becoming an Advisor

  1. Online Application: Complete the online application below.
  2. Initial Interview: Connect with a Regional Manager to learn more about what it takes to become a successful Advisor at Catholic Financial Life.
  3. POP7 Online Assessment: Take our online assessment which will shed light on your strengths and weaknesses (opportunities) as a salesperson.
  4. In-Depth Interview: Attend a follow-up interview with the Regional Manager to help determine if this opportunity is the right fit for you.
  5. Final Interview with Home Office Sales Management: Meet with our senior sales management to discuss the opportunity.
I love being able to work with members and guide them financially, but also to be out in the community with them.

Suzi S.

Redefine your way at
Catholic Financial Life.
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