Regional External Specialist (Bilingual in Chinese)

TransGlobal Holding Co.; Bellevue (WA); Sur place; USD 30 000 - 40 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Benefits package

Professional development opportunities

Résumé du poste

TransGlobal Holding Co. is seeking a Regional External Specialist to recruit and support life insurance agents and financial professionals. You will promote our All-in-One service platform, provide ongoing development, and help agents navigate client financial journeys with care and expertise.

Responsibilities include outreach, events participation, mentor-style support, and training across carriers. The role emphasizes travel, weekend events, and licensing within 90 days to maintain compliance.

Qualifications

• Licensing in Life, Health and Accident preferred; must obtain within 90 days.
• Bilingual in English and Chinese.
• 3–5 years of sales, recruiting, networking, cold calling or business promotion experience.
• Local and out-of-state travel required for events.
• Weekend availability once a month for local seminars/events.

Responsabilités

• Promote the All-in-One service platform to insurance agents and financial professionals for recruiting.
• Conduct outreach via cold calls, events, and in-person visits to recruit agents.
• Serve as contact for building relationships and participating in events, booths, and promos.
• Analyze product performance to help agents meet clients' financial goals.
• Educate agents on retirement planning and wealth transition concepts.
• Support agents with insurance sales and transactions, including exams and data collection.
• Attend regular product training sessions across carriers.
• Assist Regional Internal Specialist to ensure regional office operations run smoothly.

Connaissances

Bilingual English/Chinese

Sales experience

Networking

Cold calling

Licensing in Life/Health/Accident

Travel willingness

Description du poste

*The permanent work location will be within close proximity to the posted location.

GENERAL FUNCTION / SUMMARY

As a Regional Ex ternal Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services . You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.

MAJOR DUTIES AND RESPONSIBILITIES

• Promote our A ll-in- O ne 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.

BASIC QUALIFICATIONS

• Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days .
• Bilingual in English and Chinese.
• 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.

OPPORTUNITIES FOR GROWTH

Experienced External Specialists may advance to the Regional Director and lead a branch.

Regional Director

• Manage office operations within the stationed region.
• Oversee office production and development.
• Supervise Regional Internal and External Specialists.
• Motivate and enhance existing agent productivity.
• Collaborate with Regional Vice Presidents for overall sales results.

Regional Vice President

• Oversee the entire region, including all offices within it.
• Responsible for overall production and development.
• Supervise Regional Directors, External Specialists, and Internal Specialists.

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.
• Pay starts at $21.92 - $28.85/hour based on experience