What are the responsibilities and job description for the P&C Sales Agent, Commercial Line (Bilingual in Chinese) position at TransGlobal?
GENERAL FUNCTION / SUMMARY
The P&C Commercial Line 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 commercial insurance products. The Sales Agent will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth.
MAJOR DUTIES AND RESPONSIBILITIES
- Actively generates new sales leads through referrals, obtains all necessary information to turn leads into prospects and clients.
- Present proposal to prospect and client, closes sales and completes exposure analysis.
- Develop accounts and cross-sell products and services within the P&C Department and/or All-in-One Platform.
- Be proficient in available to carrier rating system were provided for agency use.
- Maintain the proper documentation for existing and prospective clients.
- Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.
- Respond to client inquiries, incoming mail, and company requests on a timely basis.
- Attend training sessions and courses to maintain up-to-date skills and knowledge.
- Ensure compliance with company policies and industry standards while maintaining high ethical service practices.
BASIC QUALIFICATIONS
- Active Property & Casualty (P&C) insurance license
- 2 years of experience in commercial insurance
- Bilingual in English and one of the following: Mandarin Chinese or Thai
- Strong sales, negotiation, and relationship-building skills.
- Excellent communication and presentation abilities.
- Self-motivated with the ability to work independently and drive results.
- Proficient knowledge of Microsoft Windows Suite and Agency Management System
- Ability to manage multiple clients and priorities effectively.
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
- Bonuses & commission opportunities