P&C Sales Agent, Commercial Line (Bilingual in Chinese)

GENERAL FUNCTION / SUMMARY

The P&C Commercial Line Sales Agent is responsible for identifying and acquiring new business opportunities in the commercial insurance sector. This role requires a proactive, goal-driven professional with strong sales acumen and a deep understanding of commercial insurance products. The Sales Agent will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth.

MAJOR DUTIES AND RESPONSIBILITIES

• Actively generates new sales leads through referrals, obtains all necessary information to turn leads into prospects and clients.
• Present proposal to prospect and client, closes sales and completes exposure analysis.
• Develop accounts and cross-sell products and services within the P&C Department and / or All-in-One Platform.
• Be proficient in available to carrier rating system were provided for agency use.
• Maintain the proper documentation for existing and prospective clients.
• Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.
• Respond to client inquiries, incoming mail, and company requests on a timely basis.
• Attend training sessions and courses to maintain up-to-date skills and knowledge.
• Ensure compliance with company policies and industry standards while maintaining high ethical service practices.

BASIC QUALIFICATIONS

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

WHY JOIN US

WHAT WE OFFER