Regional External Specialist (Bilingual in Chinese)
About The Position
The Regional External Specialist supports life insurance agents internally and externally in promoting TransGlobal’s All-in-One financial services platform. The role recruits agents and financial professionals, builds business relationships, and provides agents with ongoing development and support so they can help clients navigate their financial needs. The position also supports insurance sales and transactions and assists the Regional Internal Specialist with regional-office tasks. The role involves outreach to prospective agents through cold calls, marketing events, and in-person visits, as well as attending events, setting up booths, and distributing promotional materials. It includes analyzing product performance, educating agents on retirement preparation and wealth transition through financial planning, and attending regular product training. Local and out-of-state travel is required, along with the ability to work on weekends about once a month for seminars and events. Experienced External Specialists may advance to Regional Director and lead a branch. The posting describes additional Regional Director and Regional Vice President responsibilities as potential career paths.
Requirements
- Bilingual in English and Chinese.
- At least 3–5 years of experience in sales, recruiting, networking, cold calling, or business-promoting activities.
- Obtain the required insurance license within the first 90 days of hire.
- 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 a career-oriented mindset, professional etiquette, 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 to prospective agents.
- 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 product knowledge 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 prospective agents.
- Work at local seminars and events on weekends, approximately once a month.
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
