P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)

TransGlobal Holdings Co.; Fremont (CA); On-site; USD 80,000 - 96,000; Full time

Job summary

TransGlobal Holdings Co. seeks a Senior Sales Agent for its Commercial Lines division in California to identify new business opportunities, build client relationships, and provide tailored risk management solutions to fuel revenue growth.

Ideal candidates will have 6+ years in commercial insurance sales, an active P&C license, and strong communication and negotiation skills. Bilingual Chinese and English is highly preferred to serve diverse client needs.

Qualifications

• 6+ years of successful commercial insurance sales experience with active P&C license.
• Experience placing commercial insurance policies for high-risk clients in E&S market.
• Bachelor's degree or equivalent is preferred.
• 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.

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

Skills

Bilingual Chinese & English

Commercial insurance sales

P&C license

Communication skills

Negotiation

Relationship-building

Self-motivated

Microsoft Windows Suite

Agency Management System

Education

Bachelor's degree or equivalent

Tools

Microsoft Windows Suite

Agency Management System

Job description

GENERAL FUNCTION / SUMMARY

The P&CCommercial Line Senior Sales Agent is responsible for identifying and acquiring new business opportunities in the commercial insurance sector. This role requires a proactive, goal-driven professional with strong sales acumen and a deep understanding of personal insurance products. The Sr Sales Agent will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth. We are seeking a highly motivated, enthusiastic individual to join our team to support business development for our Commercial Lines division.

MAJOR DUTIES AND 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

BASIC QUALIFICATIONS

• 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


• Bachelor's degree or equivalent is preferred


• 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

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

WHY JOIN US

• Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.


• Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.


• Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.


• Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.


• Impactful Work: Help individuals and families achieve financial security and generational wealth.

WHAT WE OFFER

• Competitive salary and benefits package.


• Opportunity to work in a collaborative and innovative environment.


• Professional development and growth opportunities.


• Salary range: $80,000 - $96,000 per year.


• Bonuses & commission opportunities