Regional Internal Specialist (Mandarin Speaking Required)

$45,594 - $60,008/Yr

Transglobal Holding 美國泛宇集團 - Ontario, CA

Full-time - Entry Level

Ontario, CA

1,001-5,000 employees

About the position

The Regional Internal Specialist plays a crucial role in supporting life insurance agents by providing them with the necessary tools and guidance to excel in their roles. This position is focused on ensuring that agents deliver exceptional service to clients, helping them navigate their financial journeys with expertise and care. The role involves internal support, product analysis, training coordination, and acting as a liaison between various departments.

Responsibilities

• 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.

Requirements

• 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

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid holidays
• Paid jury duty
• 6 days Paid Sick Leave per year
• 10 days PTO in the first year