Jacob Cantrell

Supporter
DISC Type : s

Personal Lines Account Producer at H.B. Cantrell & Co

Charlotte, North Carolina, United States

Overview

Jacob is a third-generation insurance agent at H. B. Cantrell & Co. in Charlotte, specializing in personal and commercial lines. A graduate of Appalachian State University with a degree in Risk Management and Insurance, he focuses on building his business through strong relationships and realtor partnerships. He is also a member of the Hawksoft User Groups "Taking Flight Program".

Outside of work, Jacob is an avid traveler and has a passion for music, having served as the second chair cellist in his high school orchestra. He is deeply involved in his community and was selected as a 2026 honoree for the Cystic Fibrosis Foundations STANDOUT Charlotte program, which recognizes young professionals for their leadership and community engagement.

Unique fact: He is a passionate musician who played cello as the second chair in his high schools chamber orchestra.

Personality Overview

Calm

Procedural

Risk-averse

They prefer to follow rules and procedures.  They are unlikely to become strong champions as they don't prefer pushing other people. Their motivation stems from the impact that their decisions can have on the organization.


Topics They Care About

Family Business Legacy
As a third-generation agent, he is proud to continue the business his grandfather started, built on the principle of taking care of people like family.
Cystic Fibrosis Awareness
He is a 2026 honoree for the Cystic Fibrosis Foundation's STANDOUT Charlotte program and actively supports raising awareness for the genetic disease.
Insurance Agency Growth
His selection for the Hawksoft "Taking Flight Program" shows his focus on gaining the knowledge and perspective required to be a successful agency owner.

Media Appearances

Jacob Cantrell – Personal Lines Account Producer – H.B. Cantrell & Co. Featured in H.B. Cantrell & Co

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Work History

3-2024
Personal Lines Account Producer at H.B. Cantrell & Co
1-2023 - 3-2024
Assistant Broker at Founders Professional

Education

2018 - 2022
Education details unavailable from Appalachian State University
2018 - 2022
Bachelor's of Science in Business Administration from Walker College of Business at Appalachian State University

More Information

Social Presence :

Prographics :

Exp : 3 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Personal Lines Account Producer at H.B. Cantrell & Co
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Insights For Selling To Jacob

During A Call Or A Meeting

DO's

  • Pause and ask them if they have any questions
  • Talk about refund and cancellation policy if the need arises
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t rush them to make quick decisions
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Avoid saying anything that sounds like a risky proposition

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacob is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Jacob

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Jacob move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Jacob take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Jacob

Personality Compatibility


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