Life Insurance Recruiting Assistant (Bilingual in Chinese)

TransGlobal • Diamond Bar, CA

7d

About The Position

The Recruiting Assistant provides operational support to the Life Insurance recruiting team by managing early-stage outreach activities and preparing recruiting leads for follow-up. This role focuses on high-volume, structured outreach and rule-based review of publicly available information to ensure lead accuracy and readiness. The position is a support role and does not involve recruiting judgment, candidate evaluation, or interviews.
With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

Requirements

• Bilingual in English and one additional language preferred (Chinese, Vietnamese, or Korean).
• Strong attention to detail and ability to follow structured, rule-based guidelines.
• Comfortable working with repetitive tasks and structured data.
• Reliable, organized, and accountable with assigned responsibilities and timelines.

Nice To Haves

• Prior administrative, outreach, or recruiting support experience preferred but not required.

Responsibilities

• Send high volumes of outreach text messages and emails using approved scripts and tools.
• Track, monitor, and organize outreach responses in designated systems.
• Update lead statuses clearly and accurately to enable timely recruiter follow-up.
• Review publicly available information from approved sources to identify potential agent contact details.
• Follow established, step-by-step guidelines to verify license status and eligibility.
• Exclude contacts associated with banks or broker-dealers in accordance with written criteria.
• Document findings accurately and completely prior to outreach activities.
• Maintain organized and up-to-date records to support recruiting workflows.
• Ensure all work is completed in accordance with documented procedures and compliance standards.
• Participate in required training and apply written guidelines consistently.
• Communicate clearly with Recruiters regarding lead status, data issues, or anomalies.
• Proactively surface trends or observations (e.g., response rates, data gaps) to the recruiting team.
• Ask clarifying questions and suggest process improvements when appropriate.

Benefits

• Competitive salary and benefits package.
• Opportunity to work in a collaborative and innovative environment.
• Professional development and growth opportunities.
• Pay based on experience and location.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed