Chinese-bilingual Regional Internal Specialist

2 weeks ago

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

**Locations available**: SoCal, NorCal, NV, WA, TX, NY, MA, PA, GA, IL, VA, and more

**Objective**

As a Regional Internal Specialist, your primary objective is to provide unwavering support to our life insurance agents, the cornerstone of our client-centric approach to financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.

**About Us**

TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 25 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:.

**Responsibilities (on-site in assigned office)**
- Provide internal support to affiliated life agents within the assigned region, and assist other regions as necessary.
- Analyze product performance to assist agents in meeting clients’ financial needs and optimizing their goals.
- Coordinate seminar registrations, broadcast training videos, and assist in organizing sales events.
- 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.
- Act as a liaison between processing departments, contracting, licensing, and commission teams.
- Attend regular training sessions to stay updated on product knowledge across all insurance carriers.
- An experienced Regional Internal Specialist may be promoted to participate in recruiting effort and develop regional branches (see career advancement)

**Requirement**
- Licensed in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within 3 months of probation.
- Fluency in English and either Mandarin Chinese, Vietnamese, Japanese, or Korean.
- Minimum of 2 years of administrative or customer service experience in insurance (Life, Health, or Property & Casualty).
- Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.

**Benefits**
- Starting base salary ranging from $3,800 ~ $5,000/month, based on experience and location, with potential increases post-probation.
- Variable compensation structure available.
- 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.

**Career Advancement**

Experienced Regional Internal Specialists may explore the following career progression:
**Regional External Specialist**
- Provide support to affiliated life insurance agents, internally and externally.
- Responsibilities include recruiting productive agents and providing ongoing development and support.

**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.

Pay: $3,800.00 - $5,000.00 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?
- Are you now or in the future flexible to relocate?
- How many years of experience do you have in life insurance?

**Language**:

- Mandarin Chinese (preferred)

Ability to Commute:

- Cupertino, CA 95014 (preferred)

Work Location: In person

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