Regional External Specialist (Bilingual in Chinese)
About The Position
As a Regional External Specialist, you provide internal and external support to life insurance agents promoting the company's All-in-One financial services platform. You recruit agents, provide ongoing development and support, and help agents deliver informed, attentive service to their clients throughout their financial journeys. The role involves outreach and relationship-building with prospective agents, supporting affiliated agents with insurance sales and transactions, and helping agents understand products and financial planning concepts. Local and out-of-state travel is required, as is availability to support seminars and events on weekends, approximately once a month.
Requirements
- Bilingual in English and Chinese for this position; the posting's general qualification also lists Vietnamese, Japanese, or Korean as alternatives.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business promotion activities.
- Local and out-of-state travel to attend events and visit prospective candidates.
- Availability 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.
- Must obtain proper licensing within the first 90 days of employment.
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 to prospective candidates.
- 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 meet clients' financial needs and optimize their goals.
- Educate agents on retirement preparation and wealth transition concepts 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 product knowledge 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.
- Opportunity to work in a collaborative and innovative environment.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
