Life Insurance Agent / 人寿保险经纪人
Skills
About the role
Position Overview
TransGlobal is seeking a driven and client-focused professional to join our dynamic financial services team. In this role, you will have the opportunity to provide comprehensive financial planning solutions - including Real Estate, Lending, Insurance, Investment, and Tax Services - to support and empower the local community. (This is a fully remote, Commission base opportunity)
We proudly serve a diverse community. Candidates fluent in Mandarin 中文, Korean 한국어, Indonesian Bahasa Indonesia, Vietnamese Tiếng Việt, or Japanese 日本語 are strongly encouraged to apply.
欢迎会说中文、한국어、Bahasa Indonesia、Tiếng Việt 或 日本語 的候选人加入我们！
(Speakers of Mandarin, Korean, Indonesian, Vietnamese, or Japanese are warmly encouraged to apply.)
Responsibilities
Assess clients’ financial needs and recommend tailored life and health insurance solutions
Present personalized proposals and guide clients through the application and underwriting process
Deliver exceptional service through regular policy reviews and responsive client communication
Maintain accurate and organized client records in internal systems
Address policy-related inquiries and resolve service issues professionally and efficiently
Cross-sell complementary insurance or financial products to enhance overall client value
Qualifications
Active Life & Health Insurance License (preferred; not required)
Minimum 1 year of experience in life or health insurance (preferred)
Strong interpersonal and communication skills with a client-first mindset
Excellent problem-solving abilities and professionalism when handling sensitive client needs
Legally authorized to work in the United States
Why Join TransGlobal?
At TransGlobal, we provide a supportive, entrepreneurial environment designed to help you thrive. We offer:
Industry-leading Competitive commission structure (75%-100% payout)
No upfront fees or hidden costs
No sales quotas or recruitment targets
Zoom-based and in-person training programs
Local office and technical support to help you succeed
What We’re Looking For
We’re seeking individuals who are:
Highly motivated and results-driven, with strong ownership and accountability
Independent and self-starting, comfortable working in a flexible or remote environment
Passionate about helping others achieve financial security
Eager to grow professionally and stay current in a fast-evolving industry
Open to coaching, mentorship, and continuous development
Preferred Backgrounds
We welcome candidates from a variety of professional backgrounds, including:
Real Estate Agents
CPAs and Tax Professionals
Mortgage Loan Officers or Processors
Financial Advisors or Insurance Agents
Not yet licensed? We provide free pre-licensing training, support, and exam reimbursement to help you get started.
Learn more about us:
www.transglobalus.com
www.transpacificagency.com
Questions about this role
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