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P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)
full-time•Fremont•$80k - $96k
About this role
GENERAL FUNCTION / SUMMARY
The P&C Commercial Line Senior Sales Agent is responsible for identifying and acquiring new business opportunities in the commercial insurance sector. This role requires a proactive, goal-driven professional with strong sales acumen and a deep understanding of personal insurance products. The Sr Sales Agent will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth. We are seeking a highly motivated, enthusiastic individual to join our team to support business development for our Commercial Lines division.
MAJOR DUTIES AND RESPONSIBILITIES
- Actively generate new sales leads, obtain all necessary information to turn leads into prospects and clients
- Present proposals to prospects and clients, close sales, and complete exposure analysis
- Provide proactive risk management advice to existing clients and resolve client issues
- Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines
- Identify and pursue cross-sell and cross-referral opportunities amongst existing clients proactively
- Stay informed about marketplace developments, competitive trends, and evolving consumer needs
- Maintain proper documentation for existing and prospective clients
- Attend training sessions and courses to maintain up-to-date skills and knowledge
BASIC QUALIFICATIONS
- Bilingual in Chinese and English
- 6+ years of successful commercial insurance sales experience with active P&C license
- Experienced in placing commercial insurance policies for high-risk clients in E&S market
- Bachelor's degree or equivalent is preferred
- Excellent communication and presentation abilities
- Strong sales, negotiation, and relationship-building skills
- Self-motivated with the ability to work independently and drive results
- Proficient knowledge of Microsoft Windows Suite and Agency Management System
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 80K to 96K/year depending on experience and location
- Bonuses & commission opportunities
What you'll do
- The P&C Commercial Line Senior Sales Agent is responsible for generating new sales leads and providing tailored risk management solutions. This role involves building and maintaining client relationships to contribute to revenue growth.
About TransGlobal
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.
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Frequently Asked Questions
What does TransGlobal pay for a P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)?
TransGlobal offers a competitive compensation package for the P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) role. The salary range is USD 80k - 96k per year. Apply through Clera to learn more about the full compensation details.
What does a P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) do at TransGlobal?
As a P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) at TransGlobal, you will: the P&C Commercial Line Senior Sales Agent is responsible for generating new sales leads and providing tailored risk management solutions. This role involves building and maintaining client relationships to contribute to revenue growth..
Is the P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) position at TransGlobal remote?
The P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) position at TransGlobal is based in Fremont, California, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) position at TransGlobal?
You can apply for the P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) position at TransGlobaldirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.