Regional Internal Specialist (Bilingual in Chinese)
TransGlobal•Bellevue, WA
•Onsite
About The Position
The Regional Internal Specialist works from an assigned regional office to support life insurance agents with tools and guidance. The role coordinates seminars and events, facilitates insurance transactions, and educates agents on financial planning strategies to help provide exceptional client service. The position may support other regions as needed. Experienced specialists may advance to recruiting and regional branch development, or progress to Regional Director.
Requirements
- Bilingual in English and Mandarin Chinese, Vietnamese, Japanese, or Korean.
- Minimum administrative or customer service experience in insurance (Life, Health, or Property & Casualty).
- Ability to work weekends, such as once a month, to support 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.
- New hires must obtain proper insurance licensing within the first 90 days.
- If already actively licensed, the license must be transferred under the company 14 days after completion of the first 90 days.
Nice To Haves
- Licensing in Life, Health, and Accident Insurance is preferred.
Responsibilities
- Support affiliated life agents from the assigned regional office and assist other regions as needed.
- Analyze product performance to help agents meet clients’ financial needs and goals.
- Coordinate seminars and events, including registrations, ordering and organizing supplies, venue setup, and assisting with training video replays.
- Educate agents on financial planning concepts, including retirement preparation and wealth transition strategies.
- Facilitate insurance sales and transactions by scheduling medical exams and collecting client information.
- Serve as a liaison between agents and internal processing, contracting, licensing, and commission teams.
- Participate in regular training sessions to stay current on products across insurance carriers.
- Perform other tasks as assigned.
Benefits
- Competitive salary and benefits package.
- Cross-functional training and licensing support.
- Professional development and growth opportunities.
- H1B sponsorship available.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
