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

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

TransGlobal • Cupertino, CA, USA
11 hours ago
Salary
$80,000.00–$96,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description

GENERAL FUNCTION / SUMMARYThe 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 RESPONSIBILITIESActively generate new sales leads, obtain all necessary information to turn leads into prospects and clientsPresent proposals to prospects and clients, close sales, and complete exposure analysisProvide proactive risk management advice to existing clients and resolve client issuesIdentify carrier risk appetites, carrier information, target classes, and underwriting guidelinesIdentify and pursue cross-sell and cross-referral opportunities amongst existing clients proactivelyStay informed about marketplace developments, competitive trends, and evolving consumer needsMaintain proper documentation for existing and prospective clientsAttend training sessions and courses to maintain up-to-date skills and knowledge BASIC QUALIFICATIONSBilingual in Chinese and English6+ years of successful commercial insurance sales experience with active P&C licenseExperienced in placing commercial insurance policies for high-risk clients in E&S marketBachelor's degree or equivalent is preferredExcellent communication and presentation abilitiesStrong sales, negotiation, and relationship-building skillsSelf-motivated with the ability to work independently and drive resultsProficient knowledge of Microsoft Windows Suite and Agency Management System WHO WE AREWith 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 USIndustry 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 OFFERCompetitive salary and benefits package.Opportunity to work in a collaborative and innovative environment.Professional development and growth opportunities.Salary range: $80,000 - $96,000 per year.Bonuses & commission opportunities

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P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) • Cupertino, CA, USA

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