Job description
Objective
A Regional Specialist is equipped with knowledge in financial planning and support our affiliated life insurance agents to provide financial services for clients.
About Us
TransGlobal is one of the largest insurance general agencies in the US with over 25 offices nationwide. We focus on building an all-in-one financial services platform covering insurance, real estate, mortgage, investment, tax and retirement planning. Our agency has over 5000 contracted agents, and we represent over 40 insurance companies including Allianz, John Hancock, AIG, Nationwide, Prudential, and more. Website: http://www.transglobalus.com
Responsibilities
- Generate premium quotes or illustration tables and analyze product strength to assist affiliated life agents in financial planning with their clients
- Educate affiliated life insurance agents on product knowledge and sales tactics
- Attend regular training sessions to maintain up-to-date product knowledge for all insurance carriers
- Support affiliated life agents with insurance sales and transactions (schedule medical exams, collect insured data, follow-up correspondence)
- Communicate and coordinate between processing department, contract/licensing department, and affiliated life agents
- An experienced Regional Specialist may be promoted to participate in recruiting effort and develop regional branches (see career advancement below)
Job Requirement
- Bilingual in Mandarin Chinese, Vietnamese, or Korean
- 2+ years of sales or customer service experiences in insurance (Life, Health, or Property & Casualty)
- Licensed in Life, Health, and Accident Insurance is preferred
- Flexible to be relocated, some local traveling is required
- Outgoing, professional, friendly, and positive learning attitude
Benefits
- Starting base salary $3,500 ~ $5,000/month depend on experience and location, will raise if pass probation
- Commission/bonus available for cross referrals
- Health insurance (medical/dental/vision/HSA) covering spouse and dependents
- 401(k) with employer matching
- Paid sick leave (6 days), paid personal leave (6 days)
- Paid vacation (accrued based on years of employment)
- Paid holidays, paid jury duty, paid training
Career Advancement
An experienced Regional Specialist may be promoted to the following roles:
Regional Sr. Specialist
- Conduct advance trainings and service the affiliated life agents in regional offices
- Educate the new Regional Specialists on how to effectively support the agents with product knowledge and sales tactics
Regional Developer
- Recruit agents and financial professionals to develop markets in regional branches
Regional Director
- Support the Regional Vice President in training and directing the team, oversee and expand business of the local offices
Regional Vice President
- Oversee and expand business of the entire region
- Ensure the whole region effectively execute the all-in-one service platform
- Lead and evaluate staff performances, report to upper Management (eg. CEO/COO/CMO)
- To apply, please forward your resume and/or cover letter to rachel.chang@transglobalus.com
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