Life Insurance Agent Support (“Sales Support”)

TransGlobal/Transpacific Financial Inc 美國泛宇
Great Neck, NY Full Time
POSTED ON 8/28/2021 CLOSED ON 9/28/2021

What are the responsibilities and job description for the Life Insurance Agent Support (“Sales Support”) position at TransGlobal/Transpacific Financial Inc 美國泛宇?

A Sales Support is trained to become equipped with knowledge in financial planning and supporting our affiliated life insurance agents to provide financial services for clients. TransGlobal is the largest Asian General Agency in the US with 27 offices. We focus on financial services such as life insurance, annuity, health insurance, property & casualty insurance, real estate, mortgage, investment, and tax services. Our agency has over 5000 contracted agents, and we represent over 40 insurance companies including Allianz, John Hancock, AIG, Nationwide, Prudential, and more.

Website: http://www.transglobalus.com

Responsibilities

· Generate premium quotes/illustration tables and analyze product strength to assist affiliated life agents in financial planning with clients

· Educate affiliated life insurance agents on product knowledge and sales tactics

· Attend regular training sessions to maintain up-to-date product knowledge for all insurance carriers

· Support affiliated life agents with insurance sales and transactions (schedule medical exams, collect insured data, follow-up correspondence)

· Communicate and coordinate between processing department, contract/licensing department, and affiliated life agents

· Protect organization’s value by keeping information confidential

Job Requirement

· Bilingual in Mandarin and English

· Licensed in Life, Health, and Accident Insurance

· 2 years of experience in the insurance field (eg. life, health, or Property & Casualty)

· Flexible to be relocated, some local traveling is required

· Outgoing, friendly, professional, and positive learning attitude

Salary & Benefits

· Negotiable salary depending on experience

· Health insurance (medical/dental/vision/HSA)

· 401(k) with employer matching

· Paid holidays, sick leaves, personal leaves, vacations

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Paid training
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

COVID-19 considerations:
Strictly following the regulations for COVID-19 according to Health Department and CDC guidelines.

Ability to commute/relocate:

  • Great Neck, NY 11021: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • Will you now or in the future require sponsorship or transferring for employment visa status such as H-1B visa or green card?

Education:

  • Associate (Preferred)

Experience:

  • insurance: 1 year (Preferred)

Language:

  • Mandarin Chinese (Preferred)

License/Certification:

  • Life Health Accident Insurance License (Preferred)

Work Location:

  • One location

Work Remotely:

  • No
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