TransGlobal Holding Co.
Regional External Specialist (Bilingual in Chinese)
TransGlobal Holding Co., Irvine, California, United States, 92713
Regional External Specialist (Bilingual in Chinese)
Join to apply for the Regional External Specialist (Bilingual in Chinese) role at TransGlobal Holding Co. 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. 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. 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. 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 based on experience. Salary: $21.92 - $28.85 per hour Seniority Level
Mid-Senior level Employment Type
Full-time Job Function
Other
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Join to apply for the Regional External Specialist (Bilingual in Chinese) role at TransGlobal Holding Co. 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. 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. 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. 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 based on experience. Salary: $21.92 - $28.85 per hour Seniority Level
Mid-Senior level Employment Type
Full-time Job Function
Other
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