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

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

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