Regional External Specialist (Bilingual in Korean)
About The Position
The Regional External Specialist supports life insurance agents and financial professionals in 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 effectively throughout their financial journeys. The specialist conducts outreach to prospective agents, participates in events, and provides product and transaction support to affiliated life agents. The position also includes analyzing product performance, educating agents on financial-planning concepts, attending product training, and supporting the Regional Internal Specialist with assigned regional-office tasks. The permanent work location will be within close proximity to the posted location. Local and out-of-state travel is required to attend events and visit prospects, with weekend work approximately once a month to support seminars and events.
Requirements
- Bilingual in English and Korean.
- Minimum of 3–5 years of experience in sales, recruiting, networking, cold calling, or business promotion activities.
- Obtain proper licensing within the first 90 days of employment.
- Ability to travel locally and out of state to attend events and visit potential prospects.
- Ability to work weekends, approximately once a month, to support local seminars and events.
- Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, 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 with prospects 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 concepts 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
