Regional External Specialist (Bilingual in Chinese)

TransGlobal • Irvine, CA

3d

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 through outreach, develops and supports affiliated agents, and helps them deliver appropriate service to clients. It also involves building business relationships, attending promotional events, analyzing product performance, educating agents about retirement preparation and wealth transition, and assisting with insurance sales and transactions. The permanent work location will be close to the posted location. Local and out-of-state travel is required for events and prospect visits, and weekend work may be needed about once a month for seminars and events.

Requirements

• Bilingual in English and Chinese.
• At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
• Obtain proper licensing within the first 90 days of employment.
• Able to travel locally and out of state to attend events and visit potential prospects.
• Able to work weekends, approximately once a month, to support local seminars and events.
• Able 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.
• 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 on 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 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 and licensing support.
• Professional development and growth opportunities.
• Collaborative and innovative work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed