Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist provides internal and external support to life insurance agents, promoting the company’s All-in-One financial services platform. The role focuses on recruiting agents and financial professionals, building business relationships, and providing ongoing development and support so agents can serve clients effectively. The specialist also analyzes product performance, educates agents on financial planning topics, supports insurance sales and transactions, and assists the regional office with assigned tasks. The permanent work location will be within close proximity to the posted location. Local and out-of-state travel is required for events and prospect visits, and weekend work may be needed about once a month for seminars and events.
Requirements
- Bilingual in English and Chinese.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting 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 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.
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 outreach such as 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 address 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.
Benefits
- Competitive salary and benefits package.
- Cross-functional training, licensing support, and professional development opportunities.
- Professional development and growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
