Group Benefits Sales Representative
About The Position
The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services. Our Sales Representatives are responsible for sales activities in assigned geographic area including direct personal contact with independent insurance agents and brokers, insurance consultants, financial advisors, and insurance carriers and are charged with cultivating relationships that will positively further our mission. This role will serve advisors/brokers with groups under 100 employees in assigned territory.
Requirements
- Bachelors Degree and two years of related professional experience (i.e., Sales, Financial Services, Consulting, Real Estate, Business Development, etc.)
- Current Health Insurance License (or the ability to obtain licensure within the first 60 days of employment)
- 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
Responsibilities
- Develop and Maintain Relationships: establish and retain strong, positive relationships with current and potential clients as well as relevant carrier partners; develop and maintain knowledge of carriers products, underwriting requirements, rate structures, and other pertinent information; assist agents/brokers with employee presentations and group enrollments; support agents/brokers by determining the best carrier and coverage options; identify and resolve agent/broker concerns/problems
- Drive Results: identify prospects and make sales presentations to potential clients; 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
