Regional Consultant, Financial Services
$55k - $70kThe Cason Group
Career Opportunities with The Cason Group A great place to work. Careers At The Cason Group 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. What Our Regional Consultants Do 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 What We Are Looking For 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 Why You Should Work With Us 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 #J-18808-Ljbffr The Cason Group
- A financial services firm is seeking a Regional Consultant responsible for sales activities with independent insurance agents and brokers. This role requires a Bachelor's degree and at least 5 years of B2B business development experience, along with a current Life Insurance...Suggested
- Coca-Cola Beverages Florida, LLC is seeking a Regional Senior Analyst to support financial decision-making that drives performance and profitable growth. This role leads monthly financial reviews and the annual business planning process, partnering closely with Sales and...Suggested
$45k - $100k
...may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a... ...supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over... ...by branch associates, a home-office team and other regional financial advisors. You’ll benefit from the experience that...SuggestedWork at officeWork from homeHome officeFlexible hours$43.89k - $150k
...Job Opportunity at Regions Thank you for your interest in a... ...and reviewed by associates, consultants, and vendors of Regions in order... ...At Regions, the Financial Advisor establishes a portfolio... ...through Financial Planning services Identifies and follows up...SuggestedFull timeTemporary workLocal areaFlexible hours- ...Financial Consultant The Financial Consultant provides in person and virtual counseling for all participants, new... ...on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice...Hourly payWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week
- Sr Analyst, Regional Financial Planning and Analysis Jacksonville, FL, USA Job Description Posted Friday, June 5, 2026 at 4:00 AM Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family‑owned independent Coca‑Cola bottler that is the third largest privately...Local area
- ...community, join us as a Senior Economic and Financial Consultant to help the communities thrive. In... ...clients, including cities, counties, regional authorities, state departments of... ...projections, benefit-cost analyses, cost of service, rate and valuation models, and other...Local area
- ...Loan Officer, Senior Retail (for all regions) Location: This is a generic posting for... ...selling the company's loan products and services to meet the needs of its client base such... ...realtors, builders, home buyers, CPS's, financial planners and others. A few responsibilities...Contract workWork at officeLocal areaRemote work
$10k
...International Investment Counselor to service a roster of high-net-worth clients. Since... ...to wear the "many hats" of atypical Financial Professional. No prospecting required.... ...provide unparalleled service A thoughtful consultative approach with an emphasis on client focus...Work experience placementWork at officeWork from home- A financial services agency in Tampa is seeking a motivated Financial Specialist to provide personalized financial advice and product education. Ideal candidates should have over 3 years of experience in the industry, possess necessary licenses, and exhibit strong analytical...Full time
$10k
...Financial Planning Counselor Are you passionate about helping others build their best version of the financial future? Do you enjoy... ...Qualifications: ~5+ years of experience within financial services ~ You have in-depth knowledge of financial planning topics (...Work at officeWork from home- ...About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military...Full timePart timeWork experience placementLocal area
$140k - $175k
...helps clients identify and achieve their financial objectives. Our teams advise clients... ..., wealth and estate planning, and trust services to frame, acquire, and retain relationships... ...Management's strategic partners in the region. This position requires National Mortgage...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$140k - $175k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ..., wealth and estate planning, and trust services to frame, acquire, and retain... ...Management's strategic partners in the region. This position requires National Mortgage...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military... ...training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...A financial services firm in Tampa is seeking to hire a Financial Advisor to meet with clients and help plan their financial futures. This role requires at least 2 years of prior experience, along with relevant licenses. The company provides competitive benefits, including...Remote work
- ...day ago Be among the first 25 applicants Please Note: OMNI Financial Services is a FLORIDA based company and is not affiliated with any other... ...works to their strengths. We also own a business solutions consulting firm that enables us to offer advanced solutions to business...Full timeWork experience placement
- ...Financial Advisor with Sandy Morris Financial In-Office Position How to Apply If you’re... ...meetings, can take qualified leads through a consultative process, and enjoys helping people make... ...our planning, operations, and client service teams to deliver a seamless client...Full timeWork at office
$53.2k - $55.4k
...US 4 days ago Requisition ID: 1692 Salary Range: $53,200.00 To $55,400.00 Annually Job Summary The Financial Associate is instrumental in the delivery of financial services to our Community Development District ("CDD") clients. This position combines elements of finance,...Full timeWork experience placementWork at office- ...A leading financial services firm in Tampa is seeking a Financial Advisor to join its Advisor Development Program. In this role, you'll work with high-net-worth individuals to identify their needs and develop relationships. Successful candidates will have relevant licenses...
- ...three decades of experience supporting financial professionals. The firm emphasizes advisor... ..., offering a broad range of products, services, and tools to help professionals serve... ...’s growing team prioritizes one-on-one consultations and long-term client relationships....Full timeWork at office
- ...Overview Come join our GTE Financial team! At GTE Financial, we’re looking for an experienced... ...a strong track record in financial services, we want you on our team. As a... ...Sales & Relationship Building Follow a consultative sales approach to build and manage a strong...Contract workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...Join Amscot Are you ready for a rewarding career in financial services? We are hiring full-time associates with experience in fast food, restaurants, retail, or hospitality to join our team. This may be the opportunity you've been searching for to quickly rise to...Full timeTemporary workFlexible hoursNight shiftWeekday work
$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office- ...are seeking a highly motivated individual for the position of: Financial Analyst, FP&A . What You’ll Be Doing Step into a role where... ...planning cycles (Budget, Forecast, Long-Range Plan), working with regional and cross-functional teams to build forward-looking models...Worldwide
- ...solution built on trust, personalized service, and Schwab’s disciplined approach to investing... ...while helping deliver customized financial planning support and address... ...asset allocation, risk awareness, and consultative communication. This position offers real...Work at office
- ...Merrill Advisor Development Program - Financial Advisor: Tampa Market Clearwater, Florida... ...management and investment products and services for individuals, companies, and... ...business knowledge by using a defined consultative approach to systematically identify client...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...subordinate commands. The scope of the requirement includes professional services for MARCENT located aboard MacDill Air Force Base (AFB),... ...management systems and generate customized reports on regional and sub-regional SC activity Coordinate and manage the SC Lessons...Daily paidFull timeContract workTemporary workFor contractorsLocal areaOverseas
- ...leading to client satisfaction, retention and additional revenue. Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs. Job Duties and Responsibilities Manages the client experience for Wholesale clients with...Work at office
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