Regional External Specialist (Bilingual in Chinese)
About The Position
As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care. With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.
Requirements
- Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.
- 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.
- Local and out-of-state traveling is required to attend events and visit potential prospects.
- Ability to work on weekends i.e., once a month to support local seminars and events.
- Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.
Responsibilities
- Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.
- Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
- Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials.
- Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.
- Educate agents on new concepts in 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 updated on product knowledge across all insurance carriers.
- Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office.
Benefits
- Competitive salary and benefits package.
- Opportunity to work in a collaborative and innovative environment.
- Professional development and growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
