Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist supports life insurance agents and financial professionals in promoting TransGlobal’s All-in-One financial services platform. The role focuses on recruiting agents, building business relationships, and providing ongoing development and support so agents can serve clients effectively throughout their financial journeys. The permanent work location will be within close proximity to the posted location. The position requires local and out-of-state travel to events and prospect visits, as well as weekend availability about once a month for seminars and events. The role is bilingual in English and Chinese.
Requirements
- Bilingual in English and Chinese.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Able to travel locally and out of state to attend events and visit potential prospects.
- Available to work weekends, approximately once a month, to support local seminars and events.
- Able to thrive in a fast-paced environment, with professional etiquette, a career-oriented mindset, a positive learning attitude, and a growth mindset.
- New hires must obtain proper insurance licensing within the first 90 days.
Nice To Haves
- Licensing in Life, Health, and Accident Insurance is preferred.
Responsibilities
- Promote the All-in-One service platform to insurance agents and financial professionals as part of recruiting efforts.
- Recruit agents and financial professionals through cold calls, marketing events, and in-person visits.
- Build business relationships, participate in events, set up booths, and distribute promotional materials.
- Analyze product performance to help agents meet clients’ financial needs and optimize their goals.
- Educate agents on retirement preparation and wealth transition concepts through financial planning.
- Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting insured data.
- Attend regular training sessions to maintain product knowledge across insurance carriers.
- Assist the Regional Internal Specialist with assigned tasks to support smooth regional-office operations.
Benefits
- Competitive salary and benefits package.
- Cross-functional training and licensing support.
- Professional development and growth opportunities.
- Collaborative and innovative work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
