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 TransGlobal’s All-in-One financial services platform. You recruit agents and financial professionals, build business relationships, and provide ongoing development and support so agents can serve clients throughout their financial journeys. The role includes outreach and event participation, analyzing product performance, educating agents on financial planning concepts, and supporting insurance sales and transactions. Travel to local and out-of-state events and prospect visits is required, as is availability to work approximately one weekend per month.
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 promotion activities.
- Ability to obtain proper 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.
- Ability to thrive in a fast-paced environment, with professional etiquette, a career-oriented mindset, and a positive learning and 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 prospects.
- Build business relationships and participate in events, including setting up booths and distributing 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.
- Travel locally and out of state to attend events and visit prospects.
- Work on weekends, approximately once a month, to support local seminars and events.
Benefits
- Competitive salary and benefits package.
- Licensing support.
- Professional development and growth opportunities.
- Cross-functional training.
- 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
