Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist supports life insurance agents internally and externally in promoting the company’s All-in-One financial services platform. The role recruits agents and financial professionals, provides ongoing development and support, and helps agents deliver attentive service as they guide clients through financial decisions. The specialist conducts outreach and attends events to recruit agents, builds business relationships, analyzes product performance, and educates agents about retirement preparation and wealth transition. The role also supports insurance sales and transactions, attends product training, and assists the Regional Internal Specialist with regional-office tasks. Local and out-of-state travel is required, along with occasional weekend work to support seminars and events. Experienced specialists may advance to Regional Director.
Requirements
- Bilingual in English and Chinese.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Must obtain proper licensing within the first 90 days of hire.
- Ability to travel locally and out of state for events and visits to 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 and 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 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.
- 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
