Regional External Specialist (Bilingual in Chinese)
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, building business relationships, and providing ongoing development and support so agents can serve their clients effectively. It also supports insurance sales and transactions, helps agents address clients' financial needs, and assists with regional office operations. The position involves outreach to prospective agents through cold calls, marketing events, and in-person visits. Local and out-of-state travel is required, as is weekend availability approximately once a month for seminars and events. New hires must obtain the required insurance licensing within their first 90 days. The role offers opportunities to advance to Regional Director.
Requirements
- Bilingual in English and Mandarin Chinese, Vietnamese, Japanese, or Korean.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business promotion activities.
- Willingness to travel locally and out of state to attend events and visit prospects.
- 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.
- New hires must obtain proper life, health, and accident insurance licensing within the first 90 days.
Nice To Haves
- Existing licensing in Life, Health, and Accident Insurance.
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 products 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.
- Opportunity to work in a collaborative and innovative environment.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
