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@catholicfinanciallife.org.
Corporate Secretary and Vice President of Human Resources
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:
CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU
Catholic Financial Life has an exciting opportunity available for a New Business / Records Customer Service Representative to join our team! The individual will provide New Business and Records Operations support and will report to the New Business/Records Operations supervisor. This role will also provide administrative support to the Insurance Services department. This is an important position with high visibility. 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 associates. We are looking for a candidate that wants to learn and grow with Catholic Financial Life!
WHAT YOU’LL DO
As a New Business and Records Representative, you will:
Successful candidates will be organized, detail-oriented, and able to work independently. Individuals must be able to communicate effectively to associates at all organizational levels and be able to work well in a team environment. Candidates must be skilled in effectively prioritizing work.
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 $1.68 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. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace seven years in a row.
Catholic Financial Life is an Equal Opportunity Employer
Catholic Financial Life (CFL) is seeking a hardworking and self-motivated Bilingual Sales Support Specialist to join our Sales Team! This person would provide excellent customer service, coordinate daily office activities and develop and maintain reports and files. This position acts as liaison between members, prospects, advisors and Home Office associates. The Bilingual Sales Support Specialist will handle day-to-day office administration as well as follow up on pending applications and requirements, campaign tracking, generate correspondence, imaging service work, process member reassignments and order paramed exams.
As a Bilingual Sales Support Specialist, you will:
WHAT WE OFFER
WHAT IT TAKES TO BE A CFL ADVISOR
WHAT IT TAKES TO BE A BILINGUAL SALES SUPPORT SPECIALIST
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 $1.68 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. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace seven years in a row.
Catholic Financial Life (CFL) offers an exciting opportunity available for a qualified Staff Accountant to join our team! This unique role is perfect for someone who is willing to take on anything, knows that every problem has a solution and wants the chance to roll up their sleeves and figure it out. Our Staff Accountant will have the opportunity to work and think independently and truly make a difference within the organization.
Primary responsibilities include utilizing general accounting and financial principles and techniques as well as assisting in obtaining, assembling, evaluating, interpreting, recording and analyzing financial data. Additional duties include preparing and/or assisting in various financial reports and regulatory filings, reviewing procedures and processes, performing reconciliation of general ledger, and other special projects as assigned. An ideal candidate has several years of accounting experience, strong communication skills and is comfortable working independently.
As a Staff Accountant, you will:
WHAT IT TAKES TO BE A STAFF ACCOUNTANT
Catholic Financial Life (CFL) has an exciting opportunity available for an experienced Senior Project Manager to help lead one of the company’s most important initiatives. We are looking for someone who’s not afraid to knock down doors, drive decision-making and tackle problems head on as they arise. You will be relentless in the face of challenges, optimistic in response to difficulties and enthusiastic when solving problems.
As a Senior Project Manager, you will interface with key stakeholders and apply your proficiency across different stages of the Software Development Life Cycle including Scoping, Requirements Gathering, Design, Construction, Quality Management, and Implementation. You will play an important role in guiding the initiative to achieve the desired business results. In this role, you will coach resources with less experience on large initiatives and work closely with our vendor partners to deliver the desired results.
The ideal candidate must be organized, detail-oriented and have a passion to provide superior results to Catholic Financial Life stakeholders.
As a Senior Project Manager, you will:
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