- This role will be primarily based in Palo Alto and may require to travel to our offices in Cupertino and Burlingame.
GENERAL FUNCTION / SUMMARY
As a Regional Internal Specialist, you will work from the assigned regional office to provide unwavering support to life insurance agents, empowering them with the tools and guidance needed to excel. Your role includes coordinating seminars and events, facilitating insurance transactions, and educating agents on financial planning strategies to ensure exceptional client service.
MAJOR DUTIES AND RESPONSIBILITIES
- Provide support to affiliated life agents from the assigned regional office and assist other regions as needed.
- Analyze product performance to help agents meet clients' financial needs and achieve their goals.
- Coordinate seminars and events including but not limited to registrations, supplies ordering and organization, venue setup; assist with training videos replay
- Educate agents on financial planning concepts, including retirement preparation and wealth transition strategies.
- Facilitate insurance sales and transactions by scheduling medical exams and collecting client information.
- Serve as a liaison between agents and internal teams, including processing, contracting, licensing, and commission departments.
- Participate in regular training sessions to stay up to date on product knowledge across all insurance carriers.
- Perform other tasks as assigned.
- Career growth opportunity: Experienced Internal Specialists may advance to participate in recruiting efforts and contribute to developing regional branches.
BASIC QUALIFICATIONS
- Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days. Those who have an active license are required to transfer his or her license under our company 14 days after completion of the first 90 days.
- Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
- Minimum of administrative or customer service experience in insurance (Life, Health, or PropertyCasualty).
- 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 Internal Specialists may advance to the Regional Director and lead a branch.
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.
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.
- MultilingualMulticultural: 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.