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 recruits agents, builds business relationships, and provides ongoing development and support so agents can serve their clients throughout their financial journeys. The specialist also helps agents evaluate product performance, learn about retirement preparation and wealth transition, and complete insurance sales and transactions. The permanent work location will be within close proximity to the posted location. Local and out-of-state travel is required, along with occasional weekend availability to support seminars and events.
Requirements
- Bilingual in English and Chinese.
- Three to five years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Local and out-of-state travel to attend events and visit potential prospects.
- Ability to work weekends, approximately once a month, to support local seminars and events.
- Ability 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, in-person visits, and other outreach activities.
- 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 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 stay current on product knowledge across insurance carriers.
- Support the Regional Internal Specialist with assigned tasks to help ensure 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
