Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist provides internal and external support to life insurance agents, helping them promote the company’s All-in-One financial services platform. The role focuses on recruiting agents and financial professionals, building business relationships, and providing ongoing development and support so agents can serve their clients effectively. The specialist also helps agents evaluate product performance, learn about retirement preparation and wealth transition, and complete insurance sales and transactions. The position includes local and out-of-state travel to events and prospect visits, and weekend availability approximately once a month to support seminars and events. The role supports the Regional Internal Specialist with assigned tasks to help ensure smooth regional office operations. Experienced specialists may advance to Regional Director and lead a branch.
Requirements
- Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
- Minimum of 3–5 years of experience in sales, recruiting, networking, cold calling, or business promotion activities.
- Ability to travel locally and out of state to attend events and visit prospects.
- Ability to work weekends approximately once a month for local seminars and events.
- Ability to thrive in a fast-paced environment, with professional etiquette, a career-oriented mindset, and a positive learning attitude and growth mindset.
- Life, Health, and Accident Insurance licensing is preferred; new hires must obtain proper licensing within the first 90 days.
Nice To Haves
- Existing licensing in Life, Health, and Accident Insurance.
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 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 stay current on products across insurance carriers.
- Support the Regional Internal Specialist with assigned tasks to ensure smooth regional office operations.
- Travel locally and out of state to attend events and visit prospects.
- Work at local seminars and events on weekends, approximately once a month.
Benefits
- Competitive salary and benefits package.
- Cross-functional training and licensing support.
- Professional development and growth opportunities.
- Opportunity to work in a collaborative and innovative environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
