Regional Consultant, Financial Services

The Cason Group; Atlanta (GA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401K Retirement Plan

Paid Time Off

Employee Assistance Program

Charitable Matching and Paid Community

Job summary

The Cason Group is seeking a Regional Consultant in Atlanta, GA to drive brokerage sales with independent agents and financial professionals. This full-time role requires establishing relationships, presenting product options, and meeting sales goals across a travel-heavy schedule.

Must have a Bachelor’s degree and 5+ years in business development within financial services, plus an active Life Insurance license or ability to obtain within 60 days.

Qualifications

• Bachelor’s Degree and 5+ years in business consulting or B2B development in Financial Services.
• Life/Health insurance licensing or ability to obtain licensure within 60 days.
• Excellent communication and interpersonal skills with influence and persuasion.
• Proficiency in Outlook, Teams; comfortable with databases and CRM.

Responsibilities

• Develop and maintain relationships with clients, agents, and carriers.
• Lead sales calls with agents/brokers and provide product training.
• Stay current in industry and obtain relevant licenses/certifications.

Skills

Relationship building

Negotiation

Communication

Leadership

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Career Opportunities with The Cason Group

A great place to work.

Careers At The Cason Group

Current job opportunities are posted here as they become available.

The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services.

Job Title: Regional Consultant

Location: Atlanta, GA

Type: Full-Time; Significant travel with occasional overnight is required; May require occasional overtime, including evenings and weekends

Hiring Range: Total Compensation Range is $100,000- $150,000

Commitment: Three-Year Commitment to The Cason Group

Our Financial Services Team works with advisors to identify life, disability, and long-term care insurance solutions for clients’ risk management strategies. As a Regional Consultant, you are responsible for brokerage sales activities including direct personal contact with independent insurance agents and brokers, insurance consultants, financial advisors, and insurance carriers.

What Our Regional Consultants Do :

• Develop and Maintain Relationships: e stablish and retain strong, positive relationships with current and potential clients as well as relevant carrier partners; assist agents/brokers by determining the best carrier and coverage options; identify and resolve agent/broker concerns and problems
• Drive Results: accompany agents/brokers on sales calls to explain product and carrier alternatives; communicate new product information and provide training for agents/brokers to assist them in selling business; evaluate agent/broker effectiveness to determine marketing priorities; exceed sales goals by increasing volume of business
• Stay Current in Industry: successfully obtain relevant Life and Health Insurance licensures and other professional certifications; engage with professional organizations

What We Are Looking For:

• Bachelor’s Degree and 5+ years in business consulting and/or profession B2B business development experience; established relationships/knowledge/experience inside the Financial Services industry is strongly preferred
• Current Life Insurance License (or the ability to obtain licensure within the first 60 days of employment; valid state driver's license
• Excellent communication and interpersonal skills as it relates to positively influencing and persuading others
• Proficiency in Microsoft Office (Outlook and Teams); knowledge of databases
• Ability to maintain a professional appearance and positive company image

Why You Should Work With Us:

• Excellent Benefits: Health, Dental, Vision, Life, and Disability insurance options
• 401K Retirement Plan with company contribution
• Paid Time Off (vacation and holidays)
• Employee Assistance Program
• Charitable Matching and Paid Community Service Time