Rep Development Program: Sales Trainee

The Cason Group; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid time off

Employee Assistance Program

Charitable matching

Community service time

Job summary

The Cason Group in the United States is seeking driven individuals for its Rep Development Program: Sales Trainee. You will receive in-depth training across Group Benefits, Financial Services, and Individual Medical while preparing to become a Sales Rep/Regional Consultant.

The program includes hands-on work, certification milestones, and a potential relocation after the initial 12–18 month training period; a three-year commitment is expected upon placement.

Qualifications

• Bachelor’s Degree or equivalent experience in related field.
• Excellent communication, interpersonal, and customer service skills.
• Ability to develop and deliver effective sales presentations.
• Strong attention to detail and ability to manage multiple tasks.

Responsibilities

• Consult and collaborate with departments to learn sales-support roles.
• Coordinate with Sales Representatives on prospecting, appointments, and advising agents and clients.
• Drive results by meeting departmental metrics and completing RDP certifications.
• Maintain knowledge of products, carriers, quoting requirements, and procedures.

Skills

Communication

Customer Service

Sales Presentations

Attention to detail

Multitasking

Education

Bachelor’s Degree or equivalent experience

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: Rep Development Program: Sales Trainee

Division: Group Benefits, Financial Services, or Individual Medical

Location: Initial Training (12-18 Months) will occur in Columbia, SC; Charlotte, NC; Raleigh, NC; Atlanta, GA; Nashville, TN

Relocation may be required after successful completion of initial training; potential locations include: Richmond, VA; Cincinnati, OH; Tampa, FL; Houston, TX; San Antonio, TX, or other location TBD

Type: Full-Time; May require occasional overtime, including evenings and weekends; Travel is required

Hiring Range: $45,000 - $65,000 annual salary (includes base salary plus quarterly guaranteed bonus with the opportunity to grow after successfully completing the initial training period)

Commitment: Three-Year Commitment to The Cason Group

Our Sales Trainee Rep Development Program (RDP) provides in-depth career training to our future TCG Sales Reps offering business and professional development while educating Trainees about the industry. Successful completion of the RDP will result in placement as a Sales Rep/Regional Consultant in a specified location.

What Our Sales Trainees Do

• Consult and Collaborate: work with various departments to learn and perform aspects of TCG operations and sales-support roles


• Coordinate and Communicate: communicate regularly with Sales Representatives on prospecting, appointments, and advising agents and clients


• Drive Results: pass all RDP certifications; perform with excellence in meeting departmental metrics


• Stay Current in Industry: successfully obtain relevant Life and Health Insurance licensures; maintain up-to-date knowledge of products, carriers, quoting requirements, prescreening, underwriting guidelines, and TCG procedures

What We Are Looking For

• Bachelor’s Degree or equivalent experience in a related field


• Excellent communication, interpersonal, and customer services skills as it relates to positively influencing and persuading others


• Ability to develop and deliver effective sales presentations


• Strong attention to detail and accuracy along with compliance of deadlines while managing and prioritize multiple tasks simultaneously


• Proficiency in Microsoft Office (Outlook and Teams); knowledge of databases


• Visibility requires maintaining a professional appearance and positive company image while interacting with the public

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