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, building business relationships, and providing ongoing development and support so agents can serve clients throughout their financial journeys. The specialist conducts outreach to prospective agents and financial professionals, supports affiliated life agents with insurance sales and transactions, analyzes product performance, and educates agents about retirement preparation and wealth transition. The position also supports regional office operations and requires local and out-of-state travel to events and prospect visits, as well as weekend work about once a month for local seminars and events. The company describes opportunities for experienced External Specialists to advance to Regional Director and lead a branch. Compensation starts at $21.92–$28.85 per hour, based on experience.
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-promoting activities.
- New hires must obtain proper licensing within the first 90 days.
- Ability to travel locally and out of state to attend events and visit prospects.
- Ability to work weekends about once a month for local seminars and events.
- Ability to thrive in a fast-paced environment, with a career-oriented mindset, 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 cold calls, marketing events, and in-person visits.
- 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 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.
- Travel locally and out of state to attend events and visit potential prospects.
- Work weekends about once a month to support local seminars and events.
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
