Regional External Specialist (Bilingual in Chinese)
About The Position
As a Regional External Specialist, you provide internal and external support to life insurance agents promoting the company’s All-in-One financial services platform. You recruit agents and financial professionals, build business relationships, and provide ongoing guidance and development so agents can serve clients throughout their financial journeys. The role includes outreach to prospects, participation in events, product-performance analysis, financial-planning education, and support for insurance sales and transactions. You also attend training to maintain product knowledge and assist the Regional Internal Specialist with regional-office tasks. Local and out-of-state travel is required, as is availability to support local seminars and events on weekends approximately once a month. The company describes opportunities for experienced External Specialists to advance to Regional Director and lead a branch. The posting offers a competitive salary and benefits package, with pay starting at $21.92–$28.85 per hour based on experience, along with professional development and growth opportunities.
Requirements
- Bilingual in English and one of the following languages: Mandarin Chinese, Vietnamese, Japanese, or Korean.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Local and out-of-state travel to attend events and visit potential prospects.
- Availability to work on 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.
- New hires must obtain proper licensing within the first 90 days.
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 potential prospects.
- Build business relationships and serve as a point of contact; 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 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 product knowledge across insurance carriers.
- Support the Regional Internal Specialist with assigned tasks to ensure smooth regional-office operations.
Benefits
- Competitive salary and benefits package.
- Professional development and growth opportunities.
- Cross-functional training and licensing support.
- Opportunity to work in a collaborative and innovative environment.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
