Chinese-Bilingual Annuity Assistant - TransGlobal

Location: 185 W. Chestnut Ave Monrovia, CA 91016

Hours: Monday to Friday 9:00AM ~ 5:45PM with 45-minute lunch break

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, annuity, 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.

Why Work for TransGlobal Annuity Team

You will work closely with our Director of Fixed Annuity | FIA to learn and grow in the annuities field. You will provide expert knowledge and support to our sales staff, financial professionals, and potential clients. An exceptional Annuity Assistant will have the opportunity for a promotion to become an Annuity Specialist. If you are ready to start a career in the financial industry and are committed to developing your expertise, this is the right place for you.

Responsibilities & Requirements

No prior experience is required, but the ideal candidate must be:

• Adaptable & Understanding: Ability to follow instructions precisely and align with the company's vision.
• Interested in Annuities: A strong interest in annuities is essential, along with a willingness to stay informed about market trends and updates.
• Numerically Skilled: Comfortable working with numbers with ability to analyze and report on market changes.
• Excel and PowerPoint Proficient: Capable of assisting in creating product comparison tables in Excel and developing PowerPoint presentations related to annuities.
• Attention to Detail: highly organized, detail-oriented, proactive in keeping up with industry changes, and capable of supporting the team in various tasks related to annuities.
• Bilingual: fluent in both Mandarin Chinese and English
• Professional Development: After training, you will be expected to confidently answer Financial Advisors' questions, assist with form completion, and continually deepen your knowledge in annuities to become an expert in the field.
• License Requirement: Although a life insurance license is not required to start, you must prepare for and obtain the necessary insurance license by the end of the 3-month probation period.

Benefits for Full-Time Employee

• 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.
• Starting $4,000 ~ $5,000/month depend on experience, will raise if pass probation.