P&C Sales Agent, Personal Line (Bilingual in Chinese)

GENERAL FUNCTION / SUMMARY

The P&C Personal Line Sales Agent is responsible for identifying and acquiring new business opportunities in the personal insurance sector. This role requires a proactive, goal-driven professional with strong sales acumen and a deep understanding of personal insurance products. The Sales Producer will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth.

MAJOR DUTIES AND RESPONSIBILITIES

• Actively generate new sales leads through agent referrals; obtain all necessary information to convert leads into qualified prospects and clients.
• Present proposals to prospects and clients, close sales, and complete thorough exposure analysis.
• Develop accounts and cross-sell products and services within the P&C Department and/or the agency's All-in-One Platform.
• Be proficient in and utilize carrier rating systems provided for agency use, along with the agency management system and related websites.
• Maintain accurate and complete documentation for both existing and prospective clients.
• Identify carrier risk appetites, target classes, underwriting guidelines, and product offerings.
• Respond promptly to client inquiries, carrier requests, and incoming correspondence.
• Attend training sessions, sales meetings, and courses to maintain up-to-date skills, industry knowledge, and compliance with regulations.
• Ensure adherence to company policies, carrier requirements, and industry standards while maintaining the highest ethical service practices.
• Perform other duties as assigned.
• Stay informed about marketplace developments, competitive trends, and evolving consumer needs.

BASIC QUALIFICATIONS

• Active Property & Casualty (P&C) insurance license.
• Minimum 5 years of experience in personal insurance (preferred).
• Experience working with affluent market and high-net-worth clients, as well as related insurance carriers (preferred).
• Experience with agency bill processes and premium financing (preferred).
• Bilingual in English and Chinese.
• Proven sales, negotiation, and relationship-building skills.
• Excellent communication, presentation, and problem-solving abilities.
• Self-motivated with the ability to work independently and manage multiple priorities.
• Proficient in agency management systems, Microsoft Office Suite, and related technology.

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 58K to 69K/year depending on experience and location