Regional Consultant, Financial Services Job at The Cason Group, Atlanta, GA

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  • The Cason Group
  • Atlanta, GA

Job Description

Overview At The Cason Group, we believe in more than just doing great work—we believe in doing meaningful work that supports, uplifts, and challenges people to grow personally, professionally, and spiritually. If you’re seeking an encouraging environment where excellence meets integrity and where your talents are developed and celebrated, we invite you to explore a career with us. Initial interviews are general meetings to allow the applicant to learn more about The Cason Group. Subsequent interviews, if any, will focus on a particular position that we are seeking to fill. It is customary for applicants to have several interviews before being offered a position on our team. Review our Interview Processes to learn more. Whether or not we have a position open at the moment, we are always happy to meet people who would be a good fit as part of our company culture. Submit your Application to our Talent Community below if you’d like to be kept in the loop about future opportunities. If you’re looking for more than just a job — if you’re looking for a place to belong, contribute, and grow — The Cason Groupmight be the right fit for you. Who We Are Our Purpose The Cason Group exists to provide a platform for employees to serve, be challenged and be a light in the marketplace. Our Mission We serve insurance professionals by delivering creative sales and service solutions that exceed expectations. We are a people-first company, shaped by a spirit of generosity, excellence, and genuine care for our team and community. Work-Life Balance Flexible hybrid work schedules and generous time-off opportunities

  • 16 days PTO
  • 10 paid holidays + 1 floating holiday
  • Paid 4-week sabbatical after every 7 years of service
Employee-Centric Approach Our culture fosters collaboration, trust, and opportunities to grow—because when our people thrive, our clients benefit. Mental Wellness Confidential support through an Employee Assistance Program (EAP) Physical Health Choice of medical, dental, vision, voluntary life, and disability plans Spiritual Growth
  • Charitable gift matching
  • Paid volunteer time
  • Company-wide contributions to causes that matter
Financial Security
  • 401(k) plan with company contributions
  • Annual bonuses for full-time team members
Learning & Development We believe in equipping our people to succeed at every stage of their journey. Onboarding + TCG University Mentorship programs On-demand training resources Internal talent advising Leadership development through our Highly Effective Supervisors program 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. What Our Regional Consultants Do Develop and Maintain Relationships: establish 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 Qualifications 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 Benefits 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 #J-18808-Ljbffr The Cason Group

Job Tags

Full time, Work at office, Flexible hours, Night shift, Afternoon shift,

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