Life Insurance Agent /

TransGlobal Holdings Co.

  • New York
  • 7 days ago
  • Remote
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    Skills

    • Certified Public Accountant (CPA)unmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Cross-Sellingunmatched
    • Customer Relationsunmatched
    • Customer/Client Researchunmatched
    • Entrepreneurshipunmatched
    • Financial Analysisunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Health Insuranceunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Interpersonal Skillsunmatched
    • Investment Servicesunmatched
    • Licensingunmatched
    • Life Insuranceunmatched
    • Loan Processingunmatched
    • Loansunmatched
    • Mentoringunmatched
    • Mortgage Lendingunmatched
    • Organizational Skillsunmatched
    • Problem Solving Skillsunmatched
    • Property Insuranceunmatched
    • Real Estate Salesunmatched
    • Reimbursementunmatched
    • Resolve Customer Issuesunmatched
    • Service Deliveryunmatched
    • Tax Accountingunmatched
    • Technical Supportunmatched
    • Training Programunmatched
    • Underwritingunmatched

    Description

    Position Overview

    TransGlobal is seeking a driven and client-focused professional to join our dynamic financial services team. In this role, you will have the opportunity to provide comprehensive financial planning solutions—including Real Estate, Lending, Insurance, Investment, and Tax Services—to support and empower the local community. (This is a fully remote, Commision base opportunity) 
    We proudly serve a diverse community. Candidates fluent in Mandarin , Korean , Indonesian Bahasa Indonesia, Vietnamese Ting Vit, or Japanese are strongly encouraged to apply.
    Bahasa IndonesiaTing Vit
    (Speakers of Mandarin, Korean, Indonesian, Vietnamese, or Japanese are warmly encouraged to apply.)
     
    Responsibilities
    • Assess clients’ financial needs and recommend tailored life and health insurance solutions
    • Present personalized proposals and guide clients through the application and underwriting process
    • Deliver exceptional service through regular policy reviews and responsive client communication
    • Maintain accurate and organized client records in internal systems
    • Address policy-related inquiries and resolve service issues professionally and efficiently
    • Cross-sell complementary insurance or financial products to enhance overall client value
    Qualifications
    • Active Life & Health Insurance License (preferred; not required)
    • Minimum 1 year of experience in life or health insurance (preferred)
    • Strong interpersonal and communication skills with a client-first mindset
    • Excellent problem-solving abilities and professionalism when handling sensitive client needs
    • Legally authorized to work in the United States
    Why Join TransGlobal?
    At TransGlobal, we provide a supportive, entrepreneurial environment designed to help you thrive. We offer:
    • Industry-leading Competitive commission structure (75%-100% payout)
    • No upfront fees or hidden costs
    • No sales quotas or recruitment targets
    • Zoom-based and in-person training programs
    • Local office and technical support to help you succeed
    What We’re Looking For
    We’re seeking individuals who are:
    • Highly motivated and results-driven, with strong ownership and accountability
    • Independent and self-starting, comfortable working in a flexible or remote environment
    • Passionate about helping others achieve financial security
    • Eager to grow professionally and stay current in a fast-evolving industry
    • Open to coaching, mentorship, and continuous development
    Preferred Backgrounds
    We welcome candidates from a variety of professional backgrounds, including:
    • Real Estate Agents
    • CPAs and Tax Professionals
    • Mortgage Loan Officers or Processors
    • Financial Advisors or Insurance Agents
    Not yet licensed? We provide free pre-licensing training, support, and exam reimbursement to help you get started.
    Learn more about us:
    www.transglobalus.com
    www.transpacificagency.com
     

    Numbers & Facts

    LocationNew York (
    Remote
    )
    Websitetransglobalus.com

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