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 prospect outreach and participates in marketing events and visits, supports agents with product and financial-planning knowledge, and assists with insurance sales and transactions. The role also supports the Regional Internal Specialist with assigned regional-office tasks. Local and out-of-state travel is required, along with availability to work weekends approximately once a month for seminars and events.
Requirements
- Bilingual in English and one of the following languages: Mandarin Chinese, Vietnamese, Japanese, or Korean.
- Three to five years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Ability to obtain required insurance licensing within the first 90 days of employment.
- Ability to travel locally and out of state for events and prospect visits.
- Ability to work weekends approximately once a month for 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 to potential prospects.
- Build business relationships, serve as a point of contact, participate in events, set up booths, and distribute promotional materials.
- Analyze product performance to help agents address 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 product knowledge across insurance carriers.
- Assist the Regional Internal Specialist with assigned tasks to support regional-office operations.
- Travel locally and out of state to attend events and visit prospects.
- Work weekends approximately 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.
- 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
