Sales Trainee

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: Sales Representative Trainee

Division: Group Benefits, Financial Services, or Individual Medical

Location: Initial Training (12-18 Months) will occur in Columbia, SC; Charlotte, NC; Raleigh, NC; or Atlanta, GA
Relocation may be required after successful completion of initial training; potential locations include: Richmond, VA; Nashville, TN; Cincinnati, OH; Tampa, FL; or other location TBD

Type: Full-Time; May require occasional overtime, including weekends; Requires travel

Hiring Range: $45,000 - $65,000 annual salary (includes base salary plus quarterly-guaranteed bonus with an opportunity to grow after initial 9-18 month training period)

Commitment: Three-Year Commitment to The Cason Group (TCG)

Our Sales Trainee Rep Development Program (RDP) provides in-depth career training to our future TCG Sales Reps through offering business and professional development while educating you in the insurance industry.

Successful completion of the RDP (typically 18 months) will result in placement as a Sales Representative/Regional Consultant in a regional sales office 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 proving a positive company image to 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