Location: SoCal, NorCal, NV, WA, TX, PA, GA, MD, VA, and more
About Us
TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.
Objective
Our Benefits Department is seeking a Sales Executive to approach prospects for group benefit plans.
Why Work at TransGlobal Benefits
You will have the opportunity to work closely with our Director and Senior Account Manager to learn the different aspects of group health insurance in servicing business clients in various sizes. Our employees have enjoyed a supportive team in a friendly office environment.
Responsibilities
1. Utilize CRM for scheduling, developing prospective and documenting all sales-related activities
2. Meet all marketing expectations, expand customer base in territories
3. Generate proposals and advise clients on the benefits that best suit their needs (eg. medical, dental, vision)
4. Develop and maintain a thorough knowledge of company products and services (all-in-one solution)
Qualifications
1. Any relevant experience in health insurance field is a plus
2. Active license in Life, Health, and Accident insurance is a plus
3. Fluent in both Mandarin Chinese and English
4. Proficient in computer skills – MS Office: Excel, Word, PowerPoint, Adobe Acrobat
5. Excellent communication skills to effectively interact within the company and assigned accounts
6. Strong analytical, negotiating, problem-solving, and presentation skills to effectively facilitate resolutions
7. Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.
Salary & Benefits
Starting salary ranging from $4,500 to $5,800/month, based on experience/location, with potential raises post-probation.
Commission/bonus for cross referrals.
Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouses and dependents.
401(k) plan with employer matching.
Paid sick leave (6 days), paid personal leave (6 days), paid vacation (accrued based on years of employment)
Paid holidays, paid jury duty, paid training.