Regional External Specialist: Recruit & Support Agents

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

Résumé du poste

TransGlobal Holding Co. is seeking a Regional External Specialist to support life insurance agents and promote All-in-One financial services. You will recruit agents, provide ongoing development, and guide agents through client wealth journeys with care.

Travel locally and out-of-state to events, seminars, and visits, with weekend availability once a month. The role offers growth toward Regional Director and Vice President paths within a 30+ branch network.

Qualifications

• Licensing in Life, Health, and Accident Insurance is preferred; new hires must obtain licensing within 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 (once a month) to support local seminars and events.

Responsabilités

• Promote the All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.
• Outreach to prospects through cold calls, events, and in-person visits to recruit agents and financial professionals.
• Serve as a point of contact to build relationships; set up booths and distribute promotional materials.
• Analyze product performance to assist agents in meeting clients' needs and optimizing goals.
• Educate agents on retirement planning concepts and wealth transition through financial planning.
• Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting data.
• Attend regular training sessions to stay updated on product knowledge across carriers.
• Support Regional Internal Specialist with assigned tasks to ensure smooth regional operations.

Connaissances

Sales experience

Recruiting

Cold calling

Bilingual English/Chinese

Travel readiness

Description du poste

TransGlobal Holding Co. is seeking a Regional External Specialist to support life insurance agents and promote All-in-One financial services. You will recruit agents, provide ongoing development, and guide agents through client wealth journeys with care.

Travel locally and out-of-state to events, seminars, and visits, with weekend availability once a month. The role offers growth toward Regional Director and Vice President paths within a 30+ branch network.