TransGlobal Is Hiring A Regional External Specialist Bilingual

Join our team as a Regional External Specialist and play a pivotal role in supporting and empowering our life insurance agents to deliver exceptional financial services. This role offers career growth opportunities within a leading multicultural financial services firm.

📝 General Function / Summary

As a Regional External Specialist, your primary objective is to provide unwavering support both internally and externally to our life insurance agents, promoting our comprehensive All-in-One financial services. You will act as a trusted resource, equipping agents with the tools and guidance they need to succeed. Your core responsibilities include recruiting new agents, providing ongoing development and support, and ensuring our agents offer exceptional service to their clients by guiding them through their financial journey with expertise and care.

🎯 Major Duties and Responsibilities

• Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.
• Engage potential prospects through outreach activities such as cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
• Serve as a key point of contact to build lasting business relationships, participate in events, set up booths, and distribute promotional materials.
• Analyze product performance to help agents meet their clients' financial needs and optimize goal achievement.
• Educate agents on new concepts in retirement planning and wealth transition through financial education.
• 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.
• Assist the Regional Internal Specialist with assigned tasks to ensure smooth regional office operations.

🎓 Basic Qualifications

• License in Life, Health, and Accident Insurance is preferred. New hires must obtain the proper licensing within the first 90 days.
• Bilingual proficiency in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
• Minimum of 3–5 years experience in sales, recruiting, networking, cold calling, or business promotion activities.
• Willingness to travel locally and out-of-state for events and prospect visits.
• Ability to work weekends, approximately once a month, to support local seminars and events.
• Capable of thriving in a fast-paced environment with a professional etiquette, growth mindset, and positive attitude.

🚀 Opportunities for Growth

Experienced External Specialists have the potential to advance into leadership positions within the organization:

• Regional Director
• Manage regional office operations and oversee office production and development.
• Supervise Regional Internal and External Specialists.
• Motivate and enhance agent productivity.
• Collaborate with Regional Vice Presidents to achieve sales goals.
• Regional Vice President
• Oversee all regional offices and operations.
• Responsible for overall production and development across the region.
• Supervise Regional Directors, External Specialists, and Internal Specialists.

🌟 Who We Are

With over 30 years of experience, TransGlobal stands as the premier Asian-focused, all-in-one financial services platform in the U.S. We offer a broad range 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 provide trustworthy, customer-centric financial solutions tailored to your language and goals.

💼 Why Join Us

• Industry Leader: Become part of the nation’s largest Asian-focused financial services firm with a reputable brand and extensive network.
• Multilingual & Multicultural: Work in a diverse environment that understands and caters to multicultural communities.
• Career Growth: Benefit from cross-training, licensing support, and professional development opportunities.
• Collaborative Culture: Join a team that values innovation, initiative, and collective success.
• Impactful Work: Help individuals and families achieve financial security and build generational wealth.

🎁 What We Offer

• Competitive salary and comprehensive benefits package.
• Opportunity to work within a collaborative and innovative environment.
• Access to professional development and growth programs.
• Starting pay range $21.92 - $28.85 per hour, depending on experience.