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

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

• 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

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

• 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.

WHAT WE OFFER

• Competitive 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