Regional External Specialist (Bilingual in Chinese)

TransGlobal • Lisle, IL

2d

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 helps agents evaluate products and meet clients’ financial goals, supports insurance sales and transactions, and assists with regional office operations. The position involves local and out-of-state travel to events and prospects, and weekend work approximately once a month for seminars and events.

Requirements

• Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
• Three to five years of experience in sales, recruiting, networking, cold calling, or business promotion activities.
• 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, and a positive learning attitude and growth mindset.
• New hires must obtain proper insurance 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, in-person visits, and other outreach activities.
• Build business relationships, serve as a point of contact, 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 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.

What This Job Offers

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