TransGlobal Holding Co. · 1 week ago
Regional External Specialist (Bilingual in Chinese)
2435 N Central Expy, Richardson, TX 75080, USA
Full-time
Onsite
Mid Level
$21.92/hr - $28.85/hr
3+ years expTransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S., offering a comprehensive suite of services. The Regional External Specialist is responsible for supporting life insurance agents by providing tools and guidance, recruiting agents, and ensuring exceptional service delivery to clients.
Financial ServicesLendingProfessional ServicesWealth Management
Responsibilities
Promote our All-in-One service platform for 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, and 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
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office
Qualification
Required
Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days
Bilingual in English and one of the following: 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 work on weekends i.e., once a month to support local seminars and events
Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset
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