Transglobal Services LLC · 6 hours ago
Regional Internal Specialist (Bilingual in Chinese)
Transglobal is the largest Asian-focused financial services platform in the U.S., offering a comprehensive suite of services. The Regional Internal Specialist will provide support to life insurance agents, coordinate seminars, and educate agents on financial planning strategies to enhance client service.
EnergyRenewable Energy
Responsibilities
Provide support to affiliated life agents from the assigned regional office and assist other regions as needed
Analyze product performance to help agents meet clients' financial needs and achieve their goals
Coordinate seminars and events including but not limited to registrations, supplies ordering and organization, venue setup; assist with training videos replay
Educate agents on financial planning concepts, including retirement preparation and wealth transition strategies
Facilitate insurance sales and transactions by scheduling medical exams and collecting client information
Serve as a liaison between agents and internal teams, including processing, contracting, licensing, and commission departments
Participate in regular training sessions to stay up to date on product knowledge across all insurance carriers
Perform other tasks as assigned
Qualification
Required
Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days. Those who have an active license are required to transfer his or her license under our company 14 days after completion of the first 90 days
Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean
Minimum of administrative or customer service experience in insurance (Life, Health, or PropertyCasualty)
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.
H1B Sponsorship available.