Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist provides internal and external support to life insurance agents and promotes the company’s All-in-One financial services platform. The role recruits agents and financial professionals, builds business relationships, and provides ongoing guidance and development to help agents serve clients and meet their financial goals. It also supports insurance sales and transactions, helps agents understand product performance and financial planning concepts, and assists with regional office operations. The position requires local and out-of-state travel to attend events and visit potential prospects. Weekend work may be required approximately once a month to support seminars and events. The permanent work location will be within close proximity to the posted location. Experienced External Specialists may advance to Regional Director and lead a branch. The company describes opportunities for cross-functional training, licensing support, and professional development.
Requirements
- Bilingual in English and Chinese.
- Three to five years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Local and out-of-state travel to attend events and visit potential prospects.
- Ability to work weekends approximately once a month for 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 proper licensing 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 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.
- Support the Regional Internal Specialist with assigned tasks to help ensure smooth regional office operations.
Benefits
- Competitive salary and benefits package.
- Cross-functional training, licensing support, and professional development opportunities.
- 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
