Regional Consultant, Financial Services

Career Opportunities with The Cason Group

A great place to work.

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 $55,000 - $70,000 annually with earning potential of $150K+ after successful validation

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.

• Develop and maintain relationships with current and potential clients and carrier partners; assist agents/brokers by determining 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

• Bachelor’s Degree and 5+ years in business consulting and/or B2B business development; 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

• Excellent benefits:
  Health, Dental, Vision, Life, and Disability insurance options
• 401(k) retirement plan with company contribution
• Paid time off (vacation and holidays)
• Employee assistance program
• Charitable matching and paid community service time