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: Group Sales Representative
Division: Group Benefits
Location: Dallas, TX (preferred) or Houston, TX
Type: Full-Time; May require occasional overtime, including evenings and weekends; Travel is required
Hiring Range: Total Compensation Range is $100,000- $150,000 annually
Commitment: Three-Year Commitment to The Cason Group
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.
What Our Sales Representatives Do:
- 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 maintain relevant Life and Health Insurance licensures and other professional certifications; engage with professional organizations
What We Are Looking For:
- Bachelor’s Degree and a minimum of 5 years of direct industry experience in Texas markets, preferably in sales; Valid state driver’s license
- Current Health Insurance License (or the ability to obtain licensure within the first 60 days of employment
- Excellent communication and interpersonal skills in order to positively influence 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
- 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
Skills Required
- Bachelor's Degree
- Minimum of 5 years of direct industry experience in Texas markets
- Sales experience (preferred)
- Valid state driver's license
- Current Health Insurance License or ability to obtain within first 60 days
- Maintain relevant Life and Health Insurance licensures and professional certifications
- Excellent communication and interpersonal skills
- Ability to develop and deliver effective sales presentations
- Strong attention to detail and ability to manage and prioritize multiple tasks
- Proficiency in Microsoft Office (Outlook and Teams) and knowledge of databases
- Willingness to travel and work occasional overtime including evenings and weekends
- Three-year commitment to The Cason Group
- Ability to maintain a professional appearance and positive company image
What We Do
Founded in 1991, The Cason Group is a general agency that provides sales support and service to insurance professionals throughout the Southeast. They represent over 20 carriers, helping insurance agents find the best coverage for their clients through creative sales and service solutions. The company specializes in health and life products, guiding advisors and consultants with stable advice to exceed client expectations.
