Regional External Specialist (Bilingual in Chinese or Korean)

JOB TITLE: Regional External Specialist

DEPARTMENT: Sales Support

REPORTS TO (Job Title): Regional VP/Director

AVAILABLE LOCATIONS: Duluth GA, Southern CA

FSLA: ☐exempt ☒ non-exempt

GENERAL FUNCTION / SUMMARY

As a Regional External Specialist, you will work from the assigned regional office to provide unwavering support (internally and externally) to life insurance agents, empowering them with the tools and guidance needed to excel. Your role includes recruiting productive 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 the company's all-in-one service platform to 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, 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.
• Perform other tasks as assigned.
• An experienced Regional External Specialist may be promoted to be a Regional Director and manage a regional branch (see career advancement)

BASIC QUALIFICATIONS

• Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.
• Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
• Minimum of 2~3 years of experience in life insurance, annuity, sales, recruiting, networking, cold calling, and business promoting activities.
• 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.

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.

WHAT WE OFFER

• Competitive salary and benefits package.
• Opportunity to work in a collaborative and innovative environment.
• Professional development and growth opportunities.