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P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)
P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)TransGlobal • Fremont, CA, US
P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)

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

TransGlobal • Fremont, CA, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

GENERAL FUNCTION / SUMMARY

The P&C Commercial Line Senior 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 personal insurance products. The Sr Sales Agent will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth. We are seeking a highly motivated, enthusiastic individual to join our team to support business development for our Commercial Lines division.

MAJOR DUTIES AND RESPONSIBILITIES

  • Actively generate new sales leads, obtain all necessary information to turn leads into prospects and clients
  • Present proposals to prospects and clients, close sales, and complete exposure analysis
  • Provide proactive risk management advice to existing clients and resolve client issues
  • Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines
  • Identify and pursue cross-sell and cross-referral opportunities amongst existing clients proactively
  • Stay informed about marketplace developments, competitive trends, and evolving consumer needs
  • Maintain proper documentation for existing and prospective clients
  • Attend training sessions and courses to maintain up-to-date skills and knowledge

BASIC QUALIFICATIONS

  • Bilingual in Chinese and English
  • 6+ years of successful commercial insurance sales experience with active P&C license
  • Experienced in placing commercial insurance policies for high-risk clients in E&S market
  • Bachelor's degree or equivalent is preferred
  • Excellent communication and presentation abilities
  • Strong sales, negotiation, and relationship-building skills
  • Self-motivated with the ability to work independently and drive results
  • Proficient knowledge of Microsoft Windows Suite and Agency Management System

    • 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 80K to 96K / year depending on experience and location
  • Bonuses & commission opportunities
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    Sales Agent • Fremont, CA, US