We love building our team. Whether you are an experienced professional or a recent college graduate, every position is important as we work together to achieve our mission. We are looking for candidates who we believe will help to grow the organization, fulfill our mission and enrich the culture of Catholic Financial Life.
If you do explore an opportunity with us, you will learn about our unique culture and dual bottom line. You will discover that when we say we are a different kind of life insurance company, we mean it! We encourage associates at every level to have strong relationships with our members and their communities. We continually build our team in this way; crafting a culture where each person can realize a fulfilling, rewarding, and challenging career.
Don’t see the right position for you, but want to be part of our growing team? Please send your resume to Kristen.Mueller@catholicfinanciallfe.org.
Vice President of Human Resources & Compliance
Catholic Financial Life has an exciting opportunity for a Vice President, Chief/Appointed Actuary to oversee all of the actuarial functions for our Society. As a member of the Society's senior management team, this individual provides input into the strategic direction of the organization, actuarial, financial and risk analysis expertise, including analysis of the Society's major initiatives and potential mergers, and identifies risk or concerns from an actuarial, product, or ERM perspective.
Our Chief/Appointed Actuary:
Serves as the Society’s actuary for public actuarial opinions and certifications. Provides necessary documentation and communication to state insurance departments, auditors, rating agencies, and other industry organizations. Monitors industry regulatory developments, and determines their effect on the Society.
Oversees all of the actuarial functions for the Society – including product pricing, reserve setting, experience studies, business models, asset/liability analysis, dividend scales, actuarial reporting, and reinsurance contracts. Approves all major assumptions and procedures for these functions.
Manages the Society's actuarial staff and oversees the use of actuarial consultants and reinsurers.
Serves as a key member of the organization's leadership team.
Education, Skills and Competencies of Successful Candidate:
BS - Actuarial Science, Statistics, Math, Finance or related field.
Position requires ASA and to be up to date with continuing education requirements. FSA, MAAA preferred.
10+ years’ experience preferred with exposure to several areas of actuarial practice.
Experience leading technical staff.
Experience as an Appointed Actuary or Valuation Actuary preferable.
Must have strong knowledge of financial products, regulatory requirements, actuarial principals and current practices.
Catholic Financial Life has an exciting opportunity for an Accounting Specialist to join our team! This individual will be responsible for processing all payments received at the Home Office. The ideal candidate must be organized, detail oriented and have a passion to provide superior customer service to Catholic Financial Life members, advisors and Home Office staff.
Essential functions include:
Required for Consideration:
Successful candidate will be organized, detail oriented and be able to work independently. Must be skilled in effectively prioritizing work. Excellent communication skills are required with the ability to work well in a team environment.
Catholic Financial Life offers an exciting opportunity to a qualified accountant with experience in investment accounting. This position will act as the liaison with our outsourced provider and will process the financial reporting requirements for investment accounting. Will be responsible for the capital asset system management, subsidiary reporting, regulatory reporting and mortgage/ICA reporting requirements. Additional duties include analysis of trends and reconciliation of data to ensure accurate data is reported. The successful candidate will have strong analytical skills, possess good judgment and exhibit a high degree of initiative.
This newly created position is a key addition to our Accounting team at Catholic Financial Life!
Required for consideration:
Catholic Financial Life is seeking a talented Senior Database Administrator to join our team! This position reports directly to the Director of Information Technology. The role of the Database Administrator is to perform a range of functions with respect to information collection, analysis, and presentation. This includes responding to requests for reports and dashboard design, and pro-actively providing relevant data and information in support of CFL corporate initiatives.
Successful candidate will be an intellectually curious, organized, detail oriented change agent. The ideal individual must be able to influence other associates at all organizational levels. Candidate must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency and priority in order to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.
Are you looking for a successful career? We are growing, come grow with us! Catholic Financial Life has an exciting opportunity for an individual with experience in agency management, recruitment and personal production. Catholic Financial Life is a financially strong organization with a proven track record of success. We offer unlimited earning potential (generous base salary plus commission and overrides) as you grow the agency’s team of advisors. You will have a unique opportunity to live out your values as you grow in your career!
The Regional Manager will recruit, train and lead advisors in the greater Chicago area. Responsibilities will include increasing the sale of life premium by developing and managing a team of advisors, maintaining current relationships and exploring and developing new markets.
Catholic Financial Life’s headquarters is located in downtown Milwaukee and provides support and personalized service to our advisors and branch offices. We offer best-in-class training, product information and skills training to help you grow.
The ideal candidate will be energetic and enthusiastic with excellent communication skills. Candidate must have 3-5 years of experience in the life insurance industry and prior experience managing a sales office.
Successful Regional Manager will demonstrate a track record of success in developing a team and selling life insurance products. He/she will be able to handle multiple priorities, demonstrate a high level of integrity and champion innovative ideas.
The Regional Manager will recruit, train and lead advisors in the Fond du Lac area. Responsibilities will include increasing the sale of life premium by developing and managing a team of advisors, maintaining current relationships and exploring and developing new markets.
Catholic Financial Life has an exciting opportunity availalbe for a Regional Sales Director! Responsibilities include developing and managing a successful territory of independent insurance agents who support the mission of Catholic Financial Life and drive sales of life insurance and annuity products. The RSD will proactively conduct his/her own recruiting to develop a team of producers while also maintaining productive sales relationships with any existing producer field. The RSD will promote sales through wholesale, point of sale, and agent support efforts while properly allocating an assigned travel and marketing budget. This position also monitors and enforces sales compliance and regulatory rules and practices, including but not limited to licensing, educational requirements, E & O coverages and additional requirements as needed.
The RSD will regularly travel to meet with prospective and current independent agents in order to grow production. Travel to the Home Office in Milwaukee, WI is required in order to meet with and plan with the Sales Management.
Don't see a position right for you? Catholic Financial Life is always looking to meet passionate and talented individuals who would like to join our team. Think you have what it takes? Send your resume and cover letter to:
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