P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)TransGlobal • Fremont, CA, US
P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)
TransGlobal • Fremont, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 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. 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
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
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
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Commercial Sales Agent • Fremont, CA, US
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