Regional External Specialist (Bilingual in Korean)

TransGlobal Holdings Co.; Garden Grove (CA); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Job summary

TransGlobal Holdings Co. is seeking a Regional External Specialist to support life insurance agents with our All-in-One financial services. You will recruit, train, and coach agents, helping them navigate client journeys with care and expertise.

This role emphasizes field outreach, events, and relationship building to expand the agent network near Garden Grove, CA. The ideal candidate brings 3–5 years in sales or recruiting, bilingual English/Korean, and willingness to travel and work weekends

Qualifications

• Licensing in Life, Health, and Accident Insurance preferred; must obtain within first 90 days.
• Bilingual English and Korean.
• 3–5 years of experience in sales, recruiting, networking, cold calling, or business promotion activities.
• Local and out-of-state travel is required to attend events and visit prospects.
• Ability to work on weekends once a month to support local seminars and events.
• Growth mindset and professional etiquette in a fast-paced environment.

Responsibilities

• Promote the All-in-One service platform to recruiters and agents.
• Conduct outreach including cold calls, events, and in-person visits to recruit agents.
• Build relationships by attending events, setting up booths, and distributing materials.
• Analyze product performance to help agents meet client financial needs.
• Educate agents on retirement planning concepts and wealth transfer.

Skills

Sales & Recruiting

Bilingual English/Korean

Travel flexibility

Weekend availability

Job description

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

GENERAL FUNCTION / SUMMARY

As a Regional External 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 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.

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 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.

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.