Regional External Specialist (Bilingual in Chinese)
About The Position
As a Regional External Specialist, you provide internal and external support to life insurance agents and promote the company’s All-in-One financial services platform. You help recruit agents, provide ongoing development and support, and equip agents to serve clients as they navigate their financial needs. The role includes outreach to prospective agents, relationship-building, product and financial-planning education, and assistance with insurance sales and transactions. Local and out-of-state travel is required, as is availability to work approximately one weekend per month for seminars and events. The position offers cross-functional training, licensing support, and professional development. Experienced External Specialists may advance to Regional Director and lead a branch. The stated starting pay is $21.92–$28.85 per hour, based on experience.
Requirements
- Bilingual in English and Mandarin Chinese, Vietnamese, Japanese, or Korean.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Local and out-of-state travel is required.
- Ability to work on weekends approximately once a month.
- 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 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 to prospective candidates.
- Build business relationships, serve as a point of contact, attend 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 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 products across insurance carriers.
- Assist the Regional Internal Specialist with assigned tasks to support regional office operations.
- Attend local and out-of-state events and visit prospective agents.
- Work approximately once a month on weekends 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.
- Supportive, collaborative culture that values innovation, initiative, and shared success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
