Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist provides internal and external support to life insurance agents, promoting the company’s All-in-One financial services platform. The role focuses on recruiting agents and financial professionals, building business relationships, and providing agents with ongoing guidance and development so they can serve clients effectively. The position also supports insurance sales and transactions, helps agents assess product performance and client needs, and assists with regional office operations. The permanent work location will be within close proximity to the posted location. Bilingual proficiency in English and Chinese is required. Local and out-of-state travel is required, and the role may involve working one weekend per month to support seminars and events. The company describes opportunities for experienced specialists to advance to Regional Director and potentially other regional leadership roles.
Requirements
- Bilingual in English and Chinese.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Local and out-of-state travel is required 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 the appropriate 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.
- Build business relationships and participate in events, including setting up booths and distributing 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 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
