TransGlobal Holding Co. ยท 3 days ago
P&C Sales Agent, Personal Line (Bilingual in Chinese)
Cupertino, CA
Full-time
Onsite
Mid, Senior Level
$58K/yr - $69K/yr
5+ years expTransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S., offering a range of services including insurance and investment management. The P&C Personal Line Sales Agent is responsible for identifying and acquiring new business opportunities in the personal insurance sector while building and maintaining client relationships to contribute to revenue growth.
Financial ServicesLendingProfessional ServicesWealth Management
Responsibilities
Actively generate new sales leads through agent referrals; obtain all necessary information to convert leads into qualified prospects and clients
Present proposals to prospects and clients, close sales, and complete thorough exposure analysis
Develop accounts and cross-sell products and services within the P&C Department and/or the agency's All-in-One Platform
Be proficient in and utilize carrier rating systems provided for agency use, along with the agency management system and related websites
Maintain accurate and complete documentation for both existing and prospective clients
Identify carrier risk appetites, target classes, underwriting guidelines, and product offerings
Respond promptly to client inquiries, carrier requests, and incoming correspondence
Attend training sessions, sales meetings, and courses to maintain up-to-date skills, industry knowledge, and compliance with regulations
Ensure adherence to company policies, carrier requirements, and industry standards while maintaining the highest ethical service practices
Perform other duties as assigned
Stay informed about marketplace developments, competitive trends, and evolving consumer needs
Qualification
Required
Active Property & Casualty (P&C) insurance license
Bilingual in English and Chinese
Proven sales, negotiation, and relationship-building skills
Excellent communication, presentation, and problem-solving abilities
Self-motivated with the ability to work independently and manage multiple priorities
Proficient in agency management systems, Microsoft Office Suite, and related technology
Preferred
Minimum 5 years of experience in personal insurance
Experience working with affluent market and high-net-worth clients, as well as related insurance carriers
Experience with agency bill processes and premium financing
Benefits
Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth 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