Chinese-Bilingual Regional External Specialist (Life Insurance) - TransGlobal

Locations available: SoCal, NorCal, NV, TX, NY, NJ, MA, PA, GA, IL, VA, and more

Objective

As a Regional External Specialist, your primary objective is to provide unwavering support (internally and externally) to our life insurance agents, the cornerstone of our client-centric approach to financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting productive agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.

About Us

TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 25 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.

Responsibilities

• Promote company's all-in-one service platform to insurance agents and financial professionals as part of recruiting efforts.
• Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
• Serve as a point of contact to build business relationships and participate in various events, set up booths, distribute promotion materials.
• Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.
• Educate agents on new concepts in 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 updated on product knowledge across all insurance carriers.
• An experienced Regional External Specialist may be promoted to be a Regional Director and manage a regional branch (see career advancement)

Requirement

• Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within 3 months of probation.
• Fluency in English and either Mandarin Chinese, Vietnamese, Japanese, or Korean.
• Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities.
• Local and out-of-state traveling is required to attend events and visit potential prospects.
• Ability to thrive in a fast-paced environment, career-oriented, professional etiquette, and a positive learning attitude with a growth mindset.

Benefits

• Starting base salary ranging from $4,000 ~ $5,000/month, based on experience and location, with potential increases post-probation.
• Variable compensation structure available.
• Commission/bonus for cross referrals.
• Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouses and dependents.
• 401(k) plan with employer matching.
• 6 days Paid Sick Leave per year, available to use after 3 months of employment.
• 10 days PTO in the first year, available after 3 months, and increase based on anniversary until reaching a cap.
• Paid holidays, paid jury duty, paid training.

Career Advancement

Experienced Regional External Specialists may explore the following career progression:

Regional Director

• Manage office operations within the stationed region.
• Oversee office production and development.
• Supervise Regional Internal and External Specialists.
• Motivate and enhance existing agent productivity.
• Collaborate with Regional Vice Presidents for overall sales results.

Regional Vice President

• Oversee the entire region, including all offices within it.
• Responsible for overall production and development.
• Supervise Regional Directors, External Specialists, and Internal Specialists.