TransGlobal Holding Co. · 17 hours ago
Regional Internal Specialist (Bilingual in Chinese)
TransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S. as they seek a Regional Internal Specialist to provide support to life insurance agents. The role involves coordinating seminars, facilitating insurance transactions, and educating agents on financial planning strategies.
Financial ServicesLendingProfessional ServicesWealth Management
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
Qualification
Required
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 Property & Casualty)
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
Benefits
Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth opportunities.
Company
TransGlobal Holding Co.
For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.
H1B Sponsorship
TransGlobal Holding Co. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (1)
2023 (1)
Funding
Current Stage
Growth StageCompany data provided by crunchbase