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 specialist conducts prospect outreach through cold calls, marketing events, and in-person visits; represents the company at events; analyzes product performance; educates agents on retirement preparation and wealth transition; and supports insurance sales and transactions. The role also assists the Regional Internal Specialist with regional office tasks and attends regular training to maintain product knowledge across insurance carriers. The permanent work location will be within close proximity to the posted location. Local and out-of-state travel is required, as is weekend availability approximately once a month for seminars and events.
Requirements
- Bilingual in English and Chinese.
- A minimum of 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- New hires must obtain proper insurance licensing within the first 90 days.
- Ability to travel locally and out of state.
- Ability to work weekends approximately once a month.
- Ability to thrive in a fast-paced environment, with professional etiquette, a positive learning attitude, and a growth mindset.
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 outreach, including 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 updated on product knowledge 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 potential prospects.
- Work weekends approximately once a month to support local seminars and events.
Benefits
- Competitive salary and benefits package.
- Professional development and growth opportunities.
- Licensing support.
- Cross-functional training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
