What are the responsibilities and job description for the Regional Internal Specialist (Mandarin Speaking Required) position at TransGlobal?
Job Description
Job Description
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 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 : TransGlobalUS.com.
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
Benefits for Full-Time Employee
Career Advancement
Experienced Regional Internal Specialists may explore the following career progression :
Regional External Specialist
Regional Director
Regional Vice President
Salary : $22 - $29