How to hire a case consultant

How to hire a case consultant, step by step

Here's a step-by-step case consultant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a case consultant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new case consultant
• Step 8: Go through the hiring process checklist

Post a case consultant job for free, promote it for a fee

Post free

1. Identify your hiring needs

   Before you post your case consultant job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a case consultant for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A case consultant's background is also an important factor in determining whether they'll be a good fit for the position. For example, case consultants from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of case consultants and their corresponding salaries.

   Type of Case Consultant	Description	Hourly rate
   Case Consultant	Social workers help people solve and cope with problems in their everyday lives. One group of social workers—clinical social workers—also diagnose and treat mental, behavioral, and emotional issues.	$22-44
   Clinical Social Worker	A clinical social worker is a professional in social work, which provides help to individuals in need of improving their lives and their well-being. Clinical social workers must work with different individuals to help them address difficulties that they are trying to overcome... Show more	$20-44
   Mental Health Worker	A mental health worker is a professional who provides basic care and therapy to patients who are inflicted with mental disabilities or developmental disabilities. Mental health workers assist patients with their daily activities, monitor their conditions, and administer therapeutic care... Show more	$13-28

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Data Entry
   • Medical Care
   • Outbound Calls
   • Inbound Calls
   • Estate Planning
   • Annuities
   • State Regulations
   • Term Care
   • Medical Services
   • Disability Claims
   • Data Collection
   • Patient Care
   • CMS
   • EMR

   Check all skills

   Responsibilities:

   • Provide SharePoint development and administration, budget and financial reporting; manage invoicing; and develop training manuals and user guides.
   • Maintain a comprehensive knowledge of state regulations and tax requirements/guidelines that pertain to fix annuities.
   • Participate in the command center during TJC, CMS, and MDH surveys.
   • Provide content for new company website and continue site maintenance using CMS editing tool.
   • Define and document a new application architecture which load client databases with properly format data using in-house develop Java ETL applications.
   • Facilitate vocational rehabilitation and relate community services.

3. Make a budget

   Including a salary range in your case consultant job description is a great way to entice the best and brightest candidates. A case consultant salary can vary based on several factors:

   • Location. For example, case consultants' average salary in arkansas is 60% less than in california.
   • Seniority. Entry-level case consultants earn 49% less than senior-level case consultants.
   • Certifications. A case consultant with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a case consultant's salary.

   Average case consultant salary

   $66,859yearly

   $32.14 hourly rate

   ---

   Entry-level case consultant salary

   $47,000 yearly salary

   Updated December 20, 2025

4. Writing a case consultant job description

   A case consultant job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a case consultant job description:

   Case consultant job description example

   Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.
   Description
   
   THE OPPORTUNITY
   The role of the Financial Planning Case Consultant is to work on a team of consultants providing support for fee-based financial planning cases. Consultants will focus their support to Planners and Advisors with moderate to affluent clients. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. THE IMPACT The Consultant will work proactively with the field and business partners alike, in driving results, plan implementation, and providing a client-centric experience.The key responsibilities include:Primary support to Planners and Advisors on Financial Planning cases for moderate to affluent clients who may be either individuals or small business owners.Provide support to Senior Consultants with their caseloads, including cases for affluent and high net worth clients.Review and approve fee based plans created by financial planners and financial planning infrastructure associates.Responsibility for quality of advice for plans they review and approve.Assist Financial Planners with basic to intermediate plan analysis, plan design and development of a client strategy to meet client goals.Embrace the MassMutual Way in support of a comprehensive, consultative approach to client service.Develop strong knowledge regarding core company products and services and be proficient in influencing implementation of plans.Focus on helping planners run more efficient and profitable planning practices Client data entry to various planning software including but not limited to eMoney, Right Capital, Money Guide, etc. as needed THE MINIMUM QUALIFICATIONS:At least 2+ years experience working in the financial services industry planning areas including investment planning, retirement planning, estate planning, tax planning protection planning and business planning Series 7 license at time of application Series 66 license or attain within 180 days of start Bachelor's DegreeIndustry designation, preferably CFP , CLU or ChFC, or equivalent or working towards CFP Experience with eMoney or other financial planning Software Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors and planners in an accurate manner THE IDEAL QUALIFICATIONSUnderstanding of the legal and tax aspects of product implementation in the sales process Real world knowledge of business and estate planning techniques and their applications to the affluent markets, and of products and services available throughout the industry Possess a solid understanding of life insurance and annuity products and the sales processes with the ability to simplify into readily understandable concepts for clients. Position LocationMust be willing to work from our Springfield or Boston, MA office 2-3 days a week SALARY RANGE$75,000 - $90,000 + annual bonus & competitive benefits package #LI-CR41
   
   Why Join Us.
   
   We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
   
   We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
   
   MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right case consultant for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your case consultant job on Zippia to find and recruit case consultant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit case consultants, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new case consultant

   Once you've selected the best case consultant candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   After that, you can create an onboarding schedule for a new case consultant. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

   Sign up to download full list

   Sign up

How much does it cost to hire a case consultant?