Rogelio Cabral

Experience

1. VP of Sales

   Catholic Financial Life

   Feb 2011 — Present

   Provides leadership expertise and oversee Catholic Financial Life’s field force which includes Regional Managers, Advisors, Brokers, Inside Sales/Member Care, Sales Department as well as sales-field related initiatives. Works with field and home office to determine Catholic Financial Life field strategy/processes and works to implement. Holds the sales department and field force accountable for meeting and exceeding sales goals and Society initiatives. Communicates status of goals and initiatives as well as actions to achieve goals to upper management. Primary contact for field manager questions or concerns and conducts field manager reviews. Works with Regional Managers and Brokerage Distribution Director to recruit potential advisors and brokers. Available for joint appointments with managers and advisors. Part of team for training new advisors at the New Advisor School (4 day class) and Follow Up School (2 ½ day class; 3-4 times per year). Conducts training sessions at field conferences and other training sessions. Sets directives for Sales Department initiatives and projects. Troubleshoots Field and Sales Department associate questions or concerns. Home office advisor contact for Spanish speaking members. Motivates and coaches advisors on an ongoing basis to grow and promote Catholic Financial Life. Supports the field force by helping to recruit and retain quality individuals to join the Society and serve our members. Member of Policy Rate Committee, Commission Committee, Leaders Group and other committees within the Society. Directs and initiates department initiatives and strategies to continue the growth of the Society.

Education

• University of Wisconsin-Milwaukee

  Bachelor's degree, Accounting and Finance

  1989 — 1993

Skills

• Banking
• Risk Management
• Sales
• Management
• Underwriting
• Insurance
• Relationship Management
• Leadership
• Training
• Finance