Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist provides internal and external support to life insurance agents to promote 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 their clients effectively. The specialist also helps agents identify products that align with clients’ financial needs and supports insurance sales and transactions. The position involves outreach to potential recruits through cold calls, marketing events, and in-person visits; participation in events and seminars; and local and out-of-state travel. The specialist attends regular training to stay current on insurance products and supports the Regional Internal Specialist with assigned regional-office tasks. The posting describes potential career advancement to Regional Director and, subsequently, Regional Vice President.
Requirements
- Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- New hires must obtain proper insurance licensing within the first 90 days.
- Ability to travel locally and out of state for events and prospect visits.
- 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.
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 updated on products across insurance carriers.
- Support the Regional Internal Specialist with assigned tasks to ensure smooth regional-office operations.
- Travel locally and out of state to attend events and visit potential prospects.
- Work on 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
- Opportunity to work in a collaborative and innovative environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
