Regional External Specialist (Bilingual in Chinese)

TransGlobal • Ontario, 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 focuses on recruiting agents and financial professionals, building business relationships, and providing ongoing development and support so agents can serve clients effectively throughout their financial journey.

The specialist promotes insurance and financial products, analyzes product performance to help agents address clients' financial needs, and educates agents about retirement preparation and wealth transition through financial planning. The position also supports insurance sales and transactions, attends product training, and assists the Regional Internal Specialist with regional office tasks. 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 hire.
• Able to travel locally and out of state for events and prospect visits.
• Able to work weekends approximately once a month for 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

• Life, Health, and Accident Insurance licensing 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 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 about 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 potential prospects.
• Work at weekend seminars and events, approximately once a month.

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: Entry Level
• Education Level: No Education Listed