Regional Internal Specialist (Bilingual in Chinese)

TransGlobal • Bellevue, WA

3d • $22 - $29 • Onsite

About The Position

As a Regional Internal Specialist, you will work from an assigned regional office to support life insurance agents with tools and guidance. The role includes coordinating seminars and events, facilitating insurance transactions, and educating agents on financial planning strategies to support exceptional client service.

Experienced Internal Specialists may advance to Regional Director and lead a branch. Other growth paths described include Regional External Specialist, Regional Director, and Regional Vice President.

Requirements

• Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
• Minimum administrative or customer service experience in insurance (Life, Health, or Property & Casualty).
• Ability to work weekends, approximately 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 Life, Health, and Accident Insurance licensing within the first 90 days.
• Those who already hold an active license are required to transfer it 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 achieve their 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 teams, including processing, contracting, licensing, and commission departments.
• Participate in regular training sessions to stay current on product knowledge 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.
• Opportunity to work in a collaborative and innovative environment.
• H1B sponsorship available.

What This Job Offers

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