Regional External Specialist (Bilingual in Chinese)
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 outreach through cold calls, marketing events, and in-person visits; participates in events and distributes promotional materials; and analyzes product performance to help agents address clients’ financial needs and goals. The position also educates agents about retirement preparation and wealth transition, supports insurance sales and transactions, attends product training, and assists the Regional Internal Specialist with regional office operations. Local and out-of-state travel is required to attend events and meet prospects. The role requires availability to work weekends approximately once a month for seminars and events. Experienced specialists may advance to Regional Director.
Requirements
- Bilingual in English and Mandarin Chinese, Vietnamese, Japanese, or Korean.
- Three to five years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Obtain proper insurance licensing within the first 90 days of employment.
- Travel locally and out of state to attend events and visit potential prospects.
- Be available 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 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, 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
Entry Level
Education Level
No Education Listed
