Regional External Specialist (Bilingual in Chinese)

TransGlobal•Ontario, CA

About The Position

The Regional External Specialist supports life insurance agents and financial professionals internally and externally, promoting the company’s All-in-One financial services platform. The role focuses on recruiting agents, building business relationships, and providing ongoing development and support so agents can serve clients throughout their financial journeys. The specialist promotes the platform through prospect outreach, including cold calls, marketing events, and in-person visits. They help agents analyze product performance and meet clients’ financial needs, educate agents on retirement preparation and wealth transition concepts, and support insurance sales and transactions. The role also includes attending product training, assisting the Regional Internal Specialist with regional-office tasks, and traveling locally and out of state for events and prospect visits. Weekend work may be required 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 insurance licensing within the first 90 days of hire.
Ability to travel locally and out of state for events and prospect visits.
Ability to work weekends, approximately once a month, to support 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.

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 outreach activities, including 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 products 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 at local seminars and events on weekends, approximately once a month.