Regional External Specialist (Bilingual in Chinese)

TransGlobal • Ontario, CA

5d • $22 - $29 • Onsite

About The Position

The Regional External Specialist will provide support to life insurance agents to promote the All-in-One financial services platform. This role involves recruiting agents, providing ongoing development and support, and ensuring agents deliver exceptional service to clients. The specialist will act as a trusted resource, empowering agents with the necessary tools and guidance to succeed in their roles and assist clients with their financial journeys.

Requirements

• Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.
• Bilingual in English and Chinese.
• Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities.
• Local and out-of-state traveling is to attend events and visit potential prospects.
• Ability to work on weekends i.e., once a month to support local seminars and events.
• Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.

Nice To Haves

• Licensing in Life, Health, and Accident Insurance is preferred.

Responsibilities

• Promote the All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.
• Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
• Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials.
• Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.
• Educate agents on new concepts in 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 updated on product knowledge across all insurance carriers.
• Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office.

Benefits

• Competitive salary and benefits package.
• Opportunity to work in a collaborative and innovative environment.
• Professional development and growth opportunities.
• Licensing support

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed