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P&C Sales Agent, Personal Line (Bilingual in Chinese)
P&C Sales Agent, Personal Line (Bilingual in Chinese)TransGlobal • Cupertino, CA, US
P&C Sales Agent, Personal Line (Bilingual in Chinese)

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

TransGlobal • Cupertino, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

GENERAL FUNCTION / SUMMARY

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

MAJOR DUTIES AND RESPONSIBILITIES

  • Actively generate new sales leads through agent referrals; obtain all necessary information to convert leads into qualified prospects and clients.
  • Present proposals to prospects and clients, close sales, and complete thorough exposure analysis.
  • Develop accounts and cross-sell products and services within the P&C Department and / or the agency's All-in-One Platform.
  • Be proficient in and utilize carrier rating systems provided for agency use, along with the agency management system and related websites.
  • Maintain accurate and complete documentation for both existing and prospective clients.
  • Identify carrier risk appetites, target classes, underwriting guidelines, and product offerings.
  • Respond promptly to client inquiries, carrier requests, and incoming correspondence.
  • Attend training sessions, sales meetings, and courses to maintain up-to-date skills, industry knowledge, and compliance with regulations.
  • Ensure adherence to company policies, carrier requirements, and industry standards while maintaining the highest ethical service practices.
  • Perform other duties as assigned.
  • Stay informed about marketplace developments, competitive trends, and evolving consumer needs.

BASIC QUALIFICATIONS

  • Active Property & Casualty (P&C) insurance license.
  • Minimum 5 years of experience in personal insurance (preferred).
  • Experience working with affluent market and high-net-worth clients, as well as related insurance carriers (preferred).
  • Experience with agency bill processes and premium financing (preferred).
  • Bilingual in English and Chinese.
  • Proven sales, negotiation, and relationship-building skills.
  • Excellent communication, presentation, and problem-solving abilities.
  • Self-motivated with the ability to work independently and manage multiple priorities.
  • Proficient in agency management systems, Microsoft Office Suite, and related technology.

    • 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

  • Industry Leader : Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
  • Multilingual & Multicultural : Work in a dynamic, diverse environment that understands and serves multicultural communities.
  • Career Growth : Access to cross-functional training, licensing support, and professional development opportunities.
  • Collaborative Culture : Be part of a supportive team that values innovation, initiative, and shared success.
  • Impactful Work : Help individuals and families achieve financial security and generational wealth.

    • WHAT WE OFFER

  • Competitive salary and benefits package.
  • Opportunity to work in a collaborative and innovative environment.
  • Professional development and growth opportunities.
  • Pay starts at 58K to 69K / year depending on experience and location
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    Sales Agent Bilingual • Cupertino, CA, US