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Health Insurance Sales Executive

4 months ago


Diamond Bar, United States Transglobal Holding 美國泛宇集團 Full time

Location: SoCal, NorCal, NV, WA, TX, PA, GA, MD, VA, and more

**About Us**

TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website:.

**Objective**

Our Benefits Department is seeking a Sales Executive to approach prospects for group benefit plans.

**Why Work at TransGlobal Benefits**

You will have the opportunity to work closely with our Director and Senior Account Manager to learn the different aspects of group health insurance in servicing business clients in various sizes. Our employees have enjoyed a supportive team in a friendly office environment.

**Responsibilities**

1. Utilize CRM for scheduling, developing prospective and documenting all sales-related activities

2. Meet all marketing expectations, expand customer base in territories

3. Generate proposals and advise clients on the benefits that best suit their needs (eg. medical, dental, vision)

4. Develop and maintain a thorough knowledge of company products and services (all-in-one solution)

**Qualifications**

1. Any relevant experience in health insurance field is a plus

2. Active license in Life, Health, and Accident insurance is a plus

3. Fluent in both Mandarin Chinese and English

4. Proficient in computer skills - MS Office: Excel, Word, PowerPoint, Adobe Acrobat

5. Excellent communication skills to effectively interact within the company and assigned accounts

6. Strong analytical, negotiating, problem-solving, and presentation skills to effectively facilitate resolutions

7. Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.

**Salary & Benefits**
- Starting salary ranging from $4,500 to $5,800/month, based on experience/location, with potential raises post-probation.
- Commission/bonus for cross referrals.
- Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouses and dependents.
- 401(k) plan with employer matching.
- Paid sick leave (6 days), paid personal leave (6 days), paid vacation (accrued based on years of employment)
- Paid holidays, paid jury duty, paid training.

Pay: $4,500.00 - $5,800.00 per month

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Weekly day range:

- Monday to Friday

Work setting:

- In-person
- Office

Application Question(s):

- Will you now or in the future require sponsorship or transferring for employment visa status such as H-1B visa or green card?
- How many years of experience do you have in group health insurance benefits?

**Language**:

- Mandarin Chinese (preferred)

Ability to Commute:

- Diamond Bar, CA 91765 (preferred)

Work Location: In person