Regional External Specialist (Bilingual in Chinese)
Richardson, Texas, United States · On-site
$21/hr–$28/hr
Mid level
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$21/hr–$28/hr
Full-time
professional certificate
Competitive salary, Professional development, Licensing support
Posted 7d ago
~40 hrs/week
Responsibilities
The Regional External Specialist is responsible for recruiting and developing insurance agents while promoting the company's financial services platform. They act as a primary point of contact for agents, providing ongoing support, training, and assistance with sales transactions.
Requirements
Candidates must have 3-5 years of experience in sales, recruiting, or networking and be bilingual in English and one of the specified languages. A Life, Health, and Accident Insurance license is preferred, or must be obtained within the first 90 days of employment.
Full job description
GENERAL FUNCTION / SUMMARY
As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.
MAJOR DUTIES AND RESPONSIBILITIES
Promote ourAll-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.
Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials.
Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.
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.
Attend regular training sessions to stay updated on product knowledge across all insurance carriers.
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office.
BASIC QUALIFICATIONS
Licensing in Life, Health, and Accident Insurance is preferred.New hires must obtain proper licensing within the first90 days.
Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities.
Local and out-of-state traveling is required to attend events and visit potential prospects.
Ability to work on weekends i.e., once a monthto 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 External Specialists may advance to the Regional Director and lead a branch.
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.
Multilingual & Multicultural: 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.
Related keywords
Life InsuranceHealth InsuranceAccident InsuranceFinancial ServicesRecruitingSalesCold CallingNetworkingRetirement PlanningWealth TransitionFinancial PlanningBilingualMandarinVietnameseJapaneseKorean
30+ years of wealth management expertise with 30+ branches across 15 states.
Industry
Financial Services
Company size
201-500 employees
Headquarters
Las Vegas, Nevada
LinkedIn followers
1,382
For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.
Investment advisory services are offered through TransGlobal Advisory, a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.
Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated.
The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass.
Insurance products and services are offered and sold through TransGlobal Insurance Agency, Inc. and individually licensed and appointed insurance agents. Securities offered through Globalink Securities, Inc.
All loans are subject to credit and underwriting approval. The programs advertised on this site are not a commitments or guarantee from TransGlobal Lending to lend. Programs, rates and other terms and conditions on this website are subject to change without notice. Golden Star, Inc. d.b.a. TransGlobal Lending is a licensed broker by the California Department of Real Estate with NMLS Endorsement. NMLS#1437002 Consumer Access - Company (nmlsconsumeraccess.org)| CA DRE# 01911407 https://www.transglobalus.com/privacy-policy/
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How many Finance & Accounting jobs are open in Richardson, TX right now?
There are currently 237 open finance & accounting positions in Richardson, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Richardson, TX?
Companies currently hiring include Goldman Sachs, Texas Capital, Lennox, The US Oncology Network, Associa Community Management Corporation of New Jersey, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Richardson, TX?
Yes — 87 of the 237 open finance & accounting positions offer remote or hybrid work (27 remote, 60 hybrid).
How do I apply for Finance & Accounting jobs in Richardson, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.