Assist Catholics and their families (in an assigned territory and assigned Priority Parishes) achieve financial security by:
• Helping Members analyze their financial needs and goals, recommending appropriate insurance and other financial products to meet those needs and providing quality service and appropriate referrals.
• Informing Members of our fraternal benefits.
• Promoting volunteer involvement in their local Catholic United Financial Council and Parish Volunteer Teams.
Through the sale and service of our full suite of products, meets or exceeds minimum prospecting and sales activity to attain production goals as established in collaboration with your management team.