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 the tools and guidance needed to serve clients. The role coordinates seminars and events, facilitates insurance transactions, and educates agents on financial planning strategies. It also serves as a liaison between agents and internal teams, including processing, contracting, licensing, and commissions. The position requires bilingual communication in English and one of the specified languages. New hires must obtain the required insurance license within 90 days. Experienced specialists may progress to recruiting and branch-development work, with potential advancement to Regional Director.
Requirements
- Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
- Minimum administrative or customer service experience in insurance, including Life, Health, or Property & Casualty.
- Obtain proper insurance licensing within the first 90 days of employment.
- If already licensed, transfer the license under the company within 14 days after completion of the first 90 days.
- Able to work weekends approximately once a month to support local seminars and events.
- Able to thrive in a fast-paced environment and demonstrate 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
- 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 replaying training videos.
- 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 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.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
