Regional Consultant, Financial Services

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401K with company contribution

Paid Time Off

Employee Assistance Program

Charitable Matching

Paid Community Service Time

Job summary

The Cason Group is seeking a Regional Consultant in Atlanta, GA to broker sales with independent insurance agents and financial advisors. This role requires building strong client and carrier relationships, presenting product options, and driving sales growth through field engagement.

Applicants should have a Bachelor’s degree with 5+ years in business consulting or B2B development, plus a life insurance license or the ability to obtain it within 60 days.

Qualifications

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

Responsibilities

• Develop and Maintain Relationships with clients and carrier partners; assist agents/brokers in selecting best coverage options; resolve concerns.
• Drive Results by accompanying agents on sales calls; provide training and information on products; exceed sales goals by increasing volume.
• Stay Current in Industry by maintaining Life and Health Insurance licensures and engaging with industry organizations.

Skills

Relationship management

Communication

Presentation skills

Education

Bachelor’s Degree

5+ years in business consulting / B2B development

Tools

Microsoft Office (Outlook, Teams)

Databases

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