Regional External Specialist (Bilingual in Korean)
About The Position
The Regional External Specialist provides internal and external support to life insurance agents and promotes TransGlobal’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 clients throughout their financial journeys. The specialist conducts prospect outreach through cold calls, marketing events, and in-person visits; participates in events and distributes promotional materials; analyzes product performance; educates agents about retirement preparation and wealth transition; and supports insurance sales and transactions. The role also includes attending regular product training and assisting the Regional Internal Specialist with regional-office tasks. Local and out-of-state travel is required, as is availability to support seminars and events on weekends, approximately once a month.
Requirements
- Bilingual in English and Korean.
- Minimum of 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Obtain proper licensing within the first 90 days of hire.
- Travel locally and out of state 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.
Nice To Haves
- 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, and in-person visits.
- Build business relationships and 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
