美国泛宇集团（TransGlobal Holding Company）有着30多年的财务规划与管理经验，专门为美国亚裔社区提供地产、贷款、保险、投资、税务、教育方面的专业理财服务，在加州、纽约州、乔治亚、麻省、德州等全美14个州设有30多家分公司。
因业务发展需要，芝加哥地区诚聘英才，相关详情如下：
招聘职位：Regional Internal Specialist (Insurance & Annuity)
工作性质：全职
工作地点：芝加哥 / Naperville IL
工作时间：周一至周五，一天八小时，午休45分钟
工作职责：业务行政支援服务
1. 帮助保险经纪人提高专业技能, 提供最新产品培训和销售技巧
2. 协助经纪人设计人寿保险和年金保单, 满足其客人对于金融产品和家庭规划的需求
3. 确保客人保单的申请流程顺利进行
4. 按时参加各保险公司的产品培训, 了解最新行业知识和规范
5. 协助办公室举办各类讲座、活动
6. 积极配合主管要求
应聘要求：1，要求双语，国语、英语、韩语、日语, 或越南语
2，中英文流利, 有保险执照相关工作经历优先 (Life, Health, or P&C)
福利待遇：1，公司提供医疗保险（汉牙科、眼科）、家属附约，401K退休金计划 + employer matching
2，带薪假期，陪审员假、PTO，带薪病假
美国泛宇集团有着多元化的团队，表现优良有加薪、升职机会！
有意应聘者，请传英文简历至：
careers@transglobalus.com 
有关泛宇集团详情，可上网：
https://www.transglobalus.com或关注泛宇脸书：
https://www.facebook.com/transglobalusaJOB TITLE: Regional Internal Specialist
DEPARTMENT: Sales Support
REPORTS TO (Job Title): Regional VP/Director
AVAILABLE LOCATIONS: Chicago/Naperville,IL
GENERAL FUNCTION / SUMMARY
As a Regional Internal Specialist, you will work from the assigned regional office to provide unwavering support to life insurance agents, empowering them with the tools and guidance needed to excel. Your role includes coordinating seminars and events, facilitating insurance transactions, and educating agents on financial planning strategies to ensure exceptional client service.
MAJOR DUTIES AND RESPONSIBILITIES
• Provide support to affiliated life agents from the assigned regional office and assist other regions as needed.
• Analyze product performance to help agents meet clients' financial needs and achieve their goals.
• Coordinate seminars and events including but not limited to registrations, supplies ordering and organization, venue setup; assist with training videos replay
• Educate agents on financial planning concepts, including retirement preparation and wealth transition strategies.
• Facilitate insurance sales and transactions by scheduling medical exams and collecting client information.
• Serve as a liaison between agents and internal teams, including processing, contracting, licensing, and commission departments.
• Participate in regular training sessions to stay up to date on product knowledge across all insurance carriers.
• Perform other tasks assigned.
• Career growth opportunity: Experienced Internal Specialists may advance to participate in recruiting efforts and contribute to developing regional branches.
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 administrative or customer service experience in insurance (Life, Health, or Property & Casualty).
• 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 Internal Specialists may advance to the Regional Director and lead a branch.
Regional External Specialist
• Provide support to affiliated life insurance agents, internally and externally.
• Responsibilities include recruiting productive agents and providing ongoing development and support.
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.
• H1B sponsorship available
Please send resume to:
careers@transglobalus.com
