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 ongoing development and support so agents can serve clients effectively. The specialist also helps agents understand product performance and financial-planning concepts, supports insurance sales and transactions, and assists the Regional Internal Specialist with regional-office tasks. The position involves outreach to prospective agents through cold calls, marketing events, and in-person visits, as well as attending events, setting up booths, and distributing promotional materials. Local and out-of-state travel is required to attend events and meet prospects. Weekend work may be needed about once a month to support local seminars and events. The role offers professional development and career-growth opportunities, including a possible path to Regional Director for experienced specialists.
Requirements
- Bilingual in English and one of the following languages: Mandarin Chinese, Vietnamese, Japanese, or Korean.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Ability to travel locally and out of state to attend events and visit prospective agents.
- 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 insurance license 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, 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 about 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 ensure smooth regional-office operations.
Benefits
- Competitive salary and benefits package.
- Cross-functional training and licensing support.
- Professional development and growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
