Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist supports life insurance agents and financial professionals in promoting TransGlobal’s All-in-One financial services platform. The role focuses on recruiting agents and providing ongoing guidance and development so they can serve clients and support their financial goals. The specialist builds relationships with prospective agents, analyzes product performance, educates agents about retirement preparation and wealth transition, and assists with insurance sales and transactions. The permanent work location will be within close proximity to the posted location. The role requires local and out-of-state travel to attend events and visit prospects, as well as availability to work weekends approximately once a month for local seminars and events. Experienced External Specialists may advance to Regional Director and lead a branch.
Requirements
- Bilingual in English and Chinese.
- Minimum of 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Ability to travel locally and out of state to attend events and visit potential prospects.
- Ability to work weekends approximately once a month for 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.
Nice To Haves
- Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.
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.
- Travel locally and out of state to attend events and visit potential prospects.
- Work weekends approximately once a month to support local seminars and events.
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
