TransGlobal Holding Co. ยท 1 month ago
P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)
Cupertino, CA
Full-time
Onsite
Mid, Senior Level
$80K/yr - $96K/yr
6+ years expTransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S., offering a comprehensive suite of services. The P&C Commercial Line Senior Sales Agent is responsible for identifying and acquiring new business opportunities in the commercial insurance sector while building and maintaining client relationships and providing tailored risk management solutions.
Financial ServicesLendingProfessional ServicesWealth Management
Responsibilities
Actively generate new sales leads, obtain all necessary information to turn leads into prospects and clients
Present proposals to prospects and clients, close sales, and complete exposure analysis
Provide proactive risk management advice to existing clients and resolve client issues
Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines
Identify and pursue cross-sell and cross-referral opportunities amongst existing clients proactively
Stay informed about marketplace developments, competitive trends, and evolving consumer needs
Maintain proper documentation for existing and prospective clients
Attend training sessions and courses to maintain up-to-date skills and knowledge
Qualification
Required
Bilingual in Chinese and English
6+ years of successful commercial insurance sales experience with active P&C license
Experienced in placing commercial insurance policies for high-risk clients in E&S market
Excellent communication and presentation abilities
Strong sales, negotiation, and relationship-building skills
Self-motivated with the ability to work independently and drive results
Proficient knowledge of Microsoft Windows Suite and Agency Management System
Preferred
Bachelor's degree or equivalent is preferred
Benefits
Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth opportunities.
Bonuses & commission opportunities
Company
TransGlobal Holding Co.
For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase