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

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