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 中文, Korean 한국어, Indonesian Bahasa Indonesia, Vietnamese Tiếng Việt, or Japanese 日本語 are strongly encouraged to apply. 欢迎会说中文、한국어、Bahasa Indonesia、Tiếng Việt 或日本語的候选人加入我们！ (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: