Regional Internal Specialist (Bilingual in Chinese)
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 support exceptional client service. The specialist may also assist other regions as needed. This position offers career growth opportunities. Experienced specialists may advance to recruiting and branch-development work, become a Regional External Specialist, or progress to a Regional Director role leading a branch.
Requirements
- Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
- Minimum of administrative or customer service experience in insurance (Life, Health, or Property & Casualty).
- Ability to work on 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 Life, Health, and Accident Insurance licensing within the first 90 days. Those who already have an active license must transfer it under the company 14 days after completing 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, setting up venues, 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.
- Liaise between agents and internal processing, contracting, licensing, and commission teams.
- Participate in regular training sessions to maintain product knowledge across insurance carriers.
- Perform other tasks as assigned.
Benefits
- Competitive salary and benefits package.
- Professional development and growth opportunities.
- Licensing support.
- Cross-functional training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
