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Office Administrative Assistant (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Bilingual Proficiency, Administrative Support, Front Desk Operations, Communication, Organization, Time Management, Data Entry, System Navigation, Confidentiality, Customer Service, Training, Mail Handling, Scheduling, Microsoft Office Suite
Specialization
Candidates must possess a high school diploma or equivalent, with an associate degree preferred, alongside 1 to 2 years of experience in an administrative or front desk capacity. Essential requirements include proficiency in Microsoft Office Suite and strong bilingual skills in English and Mandarin.
Life Insurance Recruiter (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Diamond Bar, California, United States - Full Time
Skills Needed
Cold Calling, Sourcing, Recruiting, Appointment Scheduling, Outreach, Communication, Persuasion, Database Maintenance, Time Management, Organizational Skills, Bilingual Chinese, Telemarketing, Sales, Relationship Nurturing, Independent Work
Specialization
Candidates must be bilingual in English and Chinese, Vietnamese, or Korean, and possess at least two years of experience in recruiting, sales, or telemarketing. Essential qualifications include excellent verbal communication, comfort with high-volume outbound calling, and strong organizational skills.
Experience Required
Minimum 2 year(s)
Sr RIA Operations Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Diamond Bar, California, United States - Full Time
Skills Needed
Ria Operations, Regulatory Compliance, Advisor Registration, Training Programs, Reporting Processes, Sec Regulations, Finra Regulations, State Regulations, Organizational Acumen, Attention To Detail, Trading Activities, Portfolio Rebalancing, Aum Calculations, Client Support, Process Improvement, Data Integrity
Specialization
Candidates must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 3 years of experience in compliance, advisory operations, or financial services. Essential qualifications include excellent organizational, communication, and problem-solving skills, strong knowledge of regulatory requirements, and the proven ability to manage multiple priorities.
Experience Required
Minimum 2 year(s)
P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Property And Casualty Insurance, Commercial Insurance, Sales Lead Generation, Client Relationship Management, Risk Management, Cross Selling, Rating System Proficiency, Documentation, Carrier Risk Appetites, Underwriting Guidelines, Negotiation, Presentation Skills, Self Motivation, Microsoft Windows Suite, Agency Management System
Specialization
Candidates must possess an active Property & Casualty insurance license and at least two years of experience in commercial insurance, along with bilingual proficiency in English and either Mandarin Chinese or Thai. Strong sales acumen, negotiation skills, and proficiency with agency management systems are essential qualifications.
Experience Required
Minimum 2 year(s)
Regional External Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Lisle, Illinois, United States - Full Time
Skills Needed
Recruiting, Agent Development, Sales Support, Cold Calling, Marketing Events, Business Relationship Building, Product Analysis, Financial Planning Education, Insurance Sales Support, Training Attendance, Bilingual Communication, Professional Etiquette, Growth Mindset
Specialization
Candidates should ideally possess licensing in Life, Health, and Accident Insurance, though new hires have 90 days to obtain it, and must be bilingual in English and an Asian language like Chinese. A minimum of 3 to 5 years of experience in sales, recruiting, networking, or business promotion is required, along with a willingness to travel and work occasional weekends.
Experience Required
Minimum 2 year(s)
P&C Sales Agent, Personal Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Cupertino, California, United States - Full Time
Skills Needed
Sales, Bilingual Chinese, P&C Insurance, Lead Generation, Client Relationship Management, Risk Management, Cross Selling, Negotiation, Agency Management Systems, Carrier Rating Systems, Underwriting Guidelines, Problem Solving, Communication, Presentation, Self Motivated, Goal Driven
Specialization
Candidates must possess an active Property & Casualty insurance license and be bilingual in English and Chinese, with a preference for a minimum of five years of experience in personal insurance. Essential qualifications include proven sales, negotiation, and relationship-building skills, along with proficiency in agency management systems and related technology.
Experience Required
Minimum 5 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Attention To Detail, Client Support, Record Maintenance, Data Analysis, Problem Solving, Communication, System Proficiency, Time Management, Accountability, Process Orientation
Specialization
Candidates need a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement or benefits administration being preferred. Essential qualifications include strong analytical skills, excellent communication abilities, high attention to detail, and logical, process-oriented thinking.
Experience Required
Minimum 2 year(s)
Regional External Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Richardson, Texas, United States - Full Time
Skills Needed
Bilingual Proficiency, Agent Recruiting, Sales Promotion, Business Development, Client Relationship Management, Financial Planning Education, Insurance Sales Support, Cold Calling, Event Participation, Product Analysis, Professional Etiquette, Growth Mindset, Networking, Training Attendance, Office Operations Support
Specialization
Candidates must be bilingual in English and Chinese, with a minimum of 3 to 5 years of experience in sales, recruiting, networking, or business promotion activities. Licensing in Life, Health, and Accident Insurance is preferred, but new hires must obtain it within 90 days, and the role requires travel and weekend availability.
Experience Required
Minimum 2 year(s)
Regional External Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Bellevue, Washington, United States - Full Time
Skills Needed
Recruiting, Agent Development, Sales Support, Cold Calling, Networking, Business Promotion, Product Analysis, Financial Planning Education, Insurance Transactions Support, Bilingual Chinese, Professional Etiquette, Growth Mindset, Client Service
Specialization
Candidates must be bilingual in English and Chinese and possess a minimum of 3 to 5 years of experience in sales, recruiting, networking, cold calling, or business promotion. Licensing in Life, Health, and Accident Insurance is preferred, but new hires must obtain it within 90 days, and the role requires local and out-of-state travel and occasional weekend work.
Experience Required
Minimum 2 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Vienna, Virginia, United States - Full Time
Skills Needed
Attention To Detail, Logical Thinking, Accountability, Client Facing, Data Analysis, System Proficiency, Continuous Improvement, Record Maintenance, Communication, Compliance, Issue Resolution, Reporting, Time Management, Ownership, Bilingual Chinese
Specialization
Candidates need a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement plan administration or financial services being preferred. Essential qualifications include strong analytical skills, excellent communication abilities, high attention to detail, and logical, process-oriented thinking.
Experience Required
Minimum 2 year(s)
P&C Sales Agent, Personal Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Fremont, California, United States - Full Time
Skills Needed
Sales, Negotiation, Relationship Building, Communication, Presentation, Problem Solving, Self Motivated, Independent Work, P&C Insurance, Risk Management, Cross Selling, Agency Management Systems, Microsoft Office Suite, Bilingual (Chinese)
Specialization
Candidates must possess an active Property & Casualty insurance license and be bilingual in English and Chinese, with a preference for at least five years of experience in personal insurance, especially with affluent markets. Essential qualifications include proven sales acumen, excellent communication skills, and proficiency with agency management systems and related technology.
Experience Required
Minimum 5 year(s)
RIA Operations Manager (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Diamond Bar, California, United States - Full Time
Skills Needed
Regulatory Compliance, Advisor Registration, Training Programs, Reporting Processes, Sec Regulations, Finra Regulations, State Regulations, Organizational Acumen, Attention To Detail, Aum Calculations, Compliance Training, Marketing Material Review, Financial Statement Analysis, Trade Supervision, Due Diligence, Client Support
Specialization
Candidates must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of three years of experience in compliance, operations, or financial services. Strong organizational skills, attention to detail, and proven knowledge of SEC, FINRA, and state regulations are essential for success in this fast-paced environment.
Experience Required
Minimum 2 year(s)
P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Sales Lead Generation, Proposal Presentation, Risk Management, Client Relationship Management, Cross Selling, Underwriting Guidelines, Negotiation, Bilingual Chinese, Commercial Insurance Sales, P&C License, E&S Market Placement, Business Development, Marketplace Analysis, Microsoft Windows Suite, Agency Management System
Specialization
Candidates must be bilingual in Chinese and English and possess a minimum of six years of successful commercial insurance sales experience, including active P&C licensing and experience placing policies in the E&S market. A Bachelor's degree is preferred, alongside strong sales acumen, excellent communication skills, and proficiency with standard office systems.
Experience Required
Minimum 5 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Diamond Bar, California, United States - Full Time
Skills Needed
Retirement Plan Administration, Client Support, Record Maintenance, Data Analysis, Problem Solving, Communication, Attention To Detail, Organizational Skills, Time Management, Process Oriented Thinking, Microsoft Excel, System Proficiency, Compliance, Reporting, Issue Resolution
Specialization
Candidates must possess a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement or benefits administration being preferred. Essential qualifications include strong analytical skills, excellent communication abilities, high attention to detail, and logical, process-oriented thinking.
Experience Required
Minimum 2 year(s)
P&C Sales Agent, Personal Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Sales, Negotiation, Relationship Building, Communication, Presentation, Problem Solving, Bilingual (Chinese), Risk Management, Cross Selling, Underwriting Guidelines, Agency Management Systems, Microsoft Office Suite
Specialization
Candidates must possess an active Property & Casualty insurance license and be bilingual in English and Chinese, with a preference for a minimum of 5 years of personal insurance experience. Essential qualifications include proven sales, negotiation, and relationship-building skills, along with proficiency in relevant agency technology.
Experience Required
Minimum 5 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Spring Valley, Nevada, United States - Full Time
Skills Needed
Attention To Detail, Logical Thinking, Accountability, Client Facing, Data Analysis, System Proficiency, Continuous Improvement, Record Keeping, Communication, Compliance, Issue Resolution, Reporting, Time Management, Bilingual Chinese
Specialization
Candidates must possess a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement or benefits administration preferred. Essential skills include strong analytical abilities, excellent communication, high attention to detail, logical thinking, and proficiency in Microsoft Excel and retirement plan software.
Experience Required
Minimum 2 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Irvine, California, United States - Full Time
Skills Needed
Attention To Detail, Logical Thinking, Accountability, Client Facing, Data Analysis, System Proficiency, Continuous Improvement, Record Maintenance, Communication, Compliance, Issue Resolution, Reporting, Time Management, Ownership, Bilingual Chinese
Specialization
Candidates need a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement plan administration or financial services being preferred. Essential qualifications include strong analytical skills, excellent communication abilities, high attention to detail, and logical, process-oriented thinking.
Experience Required
Minimum 2 year(s)
Analyste de Gestion H/F at Groupement Mousquetaires
Donzère, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Analysis, Cash Flow Planning, Risk Prevention, Teamwork, Excel, Communication, Organizational Skills, Engagement, Rigorousness
Specialization
Candidates should have a background in accounting and finance, with a degree of Bac +3/5 and a successful first experience in the field. Mastery of Excel is essential, along with strong organizational and interpersonal skills.
Regional External Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Vienna, Virginia, United States - Full Time
Skills Needed
Recruiting, Agent Development, Sales Support, Cold Calling, Marketing Events, Business Relationship Building, Product Analysis, Financial Planning Education, Insurance Sales Support, Training Attendance, Bilingual Communication, Professional Etiquette, Growth Mindset, Networking
Specialization
Candidates should ideally possess licensing in Life, Health, and Accident Insurance, though new hires have 90 days to obtain it, and must be bilingual in English and an Asian language, specifically Chinese in this posting. A minimum of 3 to 5 years of experience in sales, recruiting, networking, or business promotion is required, along with a willingness to travel and work occasional weekends.
Experience Required
Minimum 2 year(s)
RIA Operations Manager (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Regulatory Compliance, Advisor Registration, Training Programs, Reporting Processes, Sec Regulations, Finra Regulations, State Regulations, Organizational Acumen, Attention To Detail, Aum Calculation, Compliance Training, Marketing Material Review, Financial Statement Analysis, Trade Supervision, Due Diligence, Operational Support
Specialization
Candidates must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of three years of experience in compliance, operations, or financial services. Strong organizational skills, attention to detail, and proven knowledge of SEC, FINRA, and state regulatory requirements are essential for success.
Experience Required
Minimum 2 year(s)
Office Administrative Assistant (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States -
Full Time


Start Date

Immediate

Expiry Date

29 May, 26

Salary

22.0

Posted On

28 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Bilingual Proficiency, Administrative Support, Front Desk Operations, Communication, Organization, Time Management, Data Entry, System Navigation, Confidentiality, Customer Service, Training, Mail Handling, Scheduling, Microsoft Office Suite

Industry

Financial Services

Description
GENERAL FUNCTION / SUMMARY The Administrative Assistant is the first point of contact for visitors and callers and plays a key role in maintaining a smooth and professional front office environment. This position is responsible for handling incoming communications, supporting internal teams with clerical and administrative tasks, and assisting with day-to-day office operations. The ideal candidate is organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. *This position is open to both full-time and part-time candidates. MAJOR DUTIES AND RESPONSIBILITIES Greet guests with a professional and friendly demeanor, ensuring they are assisted promptly and connected with the appropriate team members. Answer incoming phone calls, directing them to the right contacts or taking accurate messages when needed. Notify agents, managers, or staff immediately when clients or visitors arrive. Enter new client and agent information into internal platforms (e.g., Inbound system) to support follow-ups and data accuracy. Input insurance policy details into AI and digital systems, ensuring accuracy and timeliness. Scan and save insurance policies and related documents into client folders under the appropriate categories (e.g., New Business). Communicate with the Asia team and relevant agents to confirm the status of mailed policies (sent and received). Maintain the cleanliness and organization of the front desk and lobby area to ensure a professional appearance at all times. Manage conference room reservations; coordinate room usage schedules and communicate availability clearly with coworkers. Ensure timely distribution of mail to internal departments and individuals. Scan and forward important documents to designated contacts across multiple office locations. Assist with outgoing mail or materials, ensuring accurate labeling and delivery. Coordinate holding and release of checks, marketing materials, or policy packages as instructed. Provide general administrative support to team members and management, including special projects and time-sensitive requests. Train and mentor newly hired front desk team members, sharing best practices, office protocols, and system procedures. Stay informed on company policies and updates to answer common internal and external questions. BASIC QUALIFICATIONS High school diploma or equivalent; associate degree preferred. 1-2 years of experience in an administrative or front desk role. Proficient in Microsoft Office Suite (Outlook, Word, Excel) and comfortable learning new systems. Strong communication skills, both verbal and written. Excellent organizational and time management skills. Ability to maintain confidentiality and exercise good judgment. Bilingual skills (e.g., English/Mandarin) is required. 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. Pay starts at $18 ~ $22/hour based on experience.
Responsibilities
The Administrative Assistant serves as the primary contact for visitors and callers, managing communications and ensuring a professional front office environment. Key duties include handling incoming communications, supporting internal teams with clerical tasks, and managing day-to-day office operations like data entry and document scanning.
Office Administrative Assistant (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Bilingual Proficiency, Administrative Support, Front Desk Operations, Communication, Organization, Time Management, Data Entry, System Navigation, Confidentiality, Customer Service, Training, Mail Handling, Scheduling, Microsoft Office Suite
Specialization
Candidates must possess a high school diploma or equivalent, with an associate degree preferred, alongside 1 to 2 years of experience in an administrative or front desk capacity. Essential requirements include proficiency in Microsoft Office Suite and strong bilingual skills in English and Mandarin.
Life Insurance Recruiter (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Diamond Bar, California, United States - Full Time
Skills Needed
Cold Calling, Sourcing, Recruiting, Appointment Scheduling, Outreach, Communication, Persuasion, Database Maintenance, Time Management, Organizational Skills, Bilingual Chinese, Telemarketing, Sales, Relationship Nurturing, Independent Work
Specialization
Candidates must be bilingual in English and Chinese, Vietnamese, or Korean, and possess at least two years of experience in recruiting, sales, or telemarketing. Essential qualifications include excellent verbal communication, comfort with high-volume outbound calling, and strong organizational skills.
Experience Required
Minimum 2 year(s)
Sr RIA Operations Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Diamond Bar, California, United States - Full Time
Skills Needed
Ria Operations, Regulatory Compliance, Advisor Registration, Training Programs, Reporting Processes, Sec Regulations, Finra Regulations, State Regulations, Organizational Acumen, Attention To Detail, Trading Activities, Portfolio Rebalancing, Aum Calculations, Client Support, Process Improvement, Data Integrity
Specialization
Candidates must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 3 years of experience in compliance, advisory operations, or financial services. Essential qualifications include excellent organizational, communication, and problem-solving skills, strong knowledge of regulatory requirements, and the proven ability to manage multiple priorities.
Experience Required
Minimum 2 year(s)
P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Property And Casualty Insurance, Commercial Insurance, Sales Lead Generation, Client Relationship Management, Risk Management, Cross Selling, Rating System Proficiency, Documentation, Carrier Risk Appetites, Underwriting Guidelines, Negotiation, Presentation Skills, Self Motivation, Microsoft Windows Suite, Agency Management System
Specialization
Candidates must possess an active Property & Casualty insurance license and at least two years of experience in commercial insurance, along with bilingual proficiency in English and either Mandarin Chinese or Thai. Strong sales acumen, negotiation skills, and proficiency with agency management systems are essential qualifications.
Experience Required
Minimum 2 year(s)
Regional External Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Lisle, Illinois, United States - Full Time
Skills Needed
Recruiting, Agent Development, Sales Support, Cold Calling, Marketing Events, Business Relationship Building, Product Analysis, Financial Planning Education, Insurance Sales Support, Training Attendance, Bilingual Communication, Professional Etiquette, Growth Mindset
Specialization
Candidates should ideally possess licensing in Life, Health, and Accident Insurance, though new hires have 90 days to obtain it, and must be bilingual in English and an Asian language like Chinese. A minimum of 3 to 5 years of experience in sales, recruiting, networking, or business promotion is required, along with a willingness to travel and work occasional weekends.
Experience Required
Minimum 2 year(s)
P&C Sales Agent, Personal Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Cupertino, California, United States - Full Time
Skills Needed
Sales, Bilingual Chinese, P&C Insurance, Lead Generation, Client Relationship Management, Risk Management, Cross Selling, Negotiation, Agency Management Systems, Carrier Rating Systems, Underwriting Guidelines, Problem Solving, Communication, Presentation, Self Motivated, Goal Driven
Specialization
Candidates must possess an active Property & Casualty insurance license and be bilingual in English and Chinese, with a preference for a minimum of five years of experience in personal insurance. Essential qualifications include proven sales, negotiation, and relationship-building skills, along with proficiency in agency management systems and related technology.
Experience Required
Minimum 5 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Attention To Detail, Client Support, Record Maintenance, Data Analysis, Problem Solving, Communication, System Proficiency, Time Management, Accountability, Process Orientation
Specialization
Candidates need a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement or benefits administration being preferred. Essential qualifications include strong analytical skills, excellent communication abilities, high attention to detail, and logical, process-oriented thinking.
Experience Required
Minimum 2 year(s)
Regional External Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Richardson, Texas, United States - Full Time
Skills Needed
Bilingual Proficiency, Agent Recruiting, Sales Promotion, Business Development, Client Relationship Management, Financial Planning Education, Insurance Sales Support, Cold Calling, Event Participation, Product Analysis, Professional Etiquette, Growth Mindset, Networking, Training Attendance, Office Operations Support
Specialization
Candidates must be bilingual in English and Chinese, with a minimum of 3 to 5 years of experience in sales, recruiting, networking, or business promotion activities. Licensing in Life, Health, and Accident Insurance is preferred, but new hires must obtain it within 90 days, and the role requires travel and weekend availability.
Experience Required
Minimum 2 year(s)
Regional External Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Bellevue, Washington, United States - Full Time
Skills Needed
Recruiting, Agent Development, Sales Support, Cold Calling, Networking, Business Promotion, Product Analysis, Financial Planning Education, Insurance Transactions Support, Bilingual Chinese, Professional Etiquette, Growth Mindset, Client Service
Specialization
Candidates must be bilingual in English and Chinese and possess a minimum of 3 to 5 years of experience in sales, recruiting, networking, cold calling, or business promotion. Licensing in Life, Health, and Accident Insurance is preferred, but new hires must obtain it within 90 days, and the role requires local and out-of-state travel and occasional weekend work.
Experience Required
Minimum 2 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Vienna, Virginia, United States - Full Time
Skills Needed
Attention To Detail, Logical Thinking, Accountability, Client Facing, Data Analysis, System Proficiency, Continuous Improvement, Record Maintenance, Communication, Compliance, Issue Resolution, Reporting, Time Management, Ownership, Bilingual Chinese
Specialization
Candidates need a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement plan administration or financial services being preferred. Essential qualifications include strong analytical skills, excellent communication abilities, high attention to detail, and logical, process-oriented thinking.
Experience Required
Minimum 2 year(s)
P&C Sales Agent, Personal Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Fremont, California, United States - Full Time
Skills Needed
Sales, Negotiation, Relationship Building, Communication, Presentation, Problem Solving, Self Motivated, Independent Work, P&C Insurance, Risk Management, Cross Selling, Agency Management Systems, Microsoft Office Suite, Bilingual (Chinese)
Specialization
Candidates must possess an active Property & Casualty insurance license and be bilingual in English and Chinese, with a preference for at least five years of experience in personal insurance, especially with affluent markets. Essential qualifications include proven sales acumen, excellent communication skills, and proficiency with agency management systems and related technology.
Experience Required
Minimum 5 year(s)
RIA Operations Manager (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Diamond Bar, California, United States - Full Time
Skills Needed
Regulatory Compliance, Advisor Registration, Training Programs, Reporting Processes, Sec Regulations, Finra Regulations, State Regulations, Organizational Acumen, Attention To Detail, Aum Calculations, Compliance Training, Marketing Material Review, Financial Statement Analysis, Trade Supervision, Due Diligence, Client Support
Specialization
Candidates must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of three years of experience in compliance, operations, or financial services. Strong organizational skills, attention to detail, and proven knowledge of SEC, FINRA, and state regulations are essential for success in this fast-paced environment.
Experience Required
Minimum 2 year(s)
P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Sales Lead Generation, Proposal Presentation, Risk Management, Client Relationship Management, Cross Selling, Underwriting Guidelines, Negotiation, Bilingual Chinese, Commercial Insurance Sales, P&C License, E&S Market Placement, Business Development, Marketplace Analysis, Microsoft Windows Suite, Agency Management System
Specialization
Candidates must be bilingual in Chinese and English and possess a minimum of six years of successful commercial insurance sales experience, including active P&C licensing and experience placing policies in the E&S market. A Bachelor's degree is preferred, alongside strong sales acumen, excellent communication skills, and proficiency with standard office systems.
Experience Required
Minimum 5 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Diamond Bar, California, United States - Full Time
Skills Needed
Retirement Plan Administration, Client Support, Record Maintenance, Data Analysis, Problem Solving, Communication, Attention To Detail, Organizational Skills, Time Management, Process Oriented Thinking, Microsoft Excel, System Proficiency, Compliance, Reporting, Issue Resolution
Specialization
Candidates must possess a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement or benefits administration being preferred. Essential qualifications include strong analytical skills, excellent communication abilities, high attention to detail, and logical, process-oriented thinking.
Experience Required
Minimum 2 year(s)
P&C Sales Agent, Personal Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Sales, Negotiation, Relationship Building, Communication, Presentation, Problem Solving, Bilingual (Chinese), Risk Management, Cross Selling, Underwriting Guidelines, Agency Management Systems, Microsoft Office Suite
Specialization
Candidates must possess an active Property & Casualty insurance license and be bilingual in English and Chinese, with a preference for a minimum of 5 years of personal insurance experience. Essential qualifications include proven sales, negotiation, and relationship-building skills, along with proficiency in relevant agency technology.
Experience Required
Minimum 5 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Spring Valley, Nevada, United States - Full Time
Skills Needed
Attention To Detail, Logical Thinking, Accountability, Client Facing, Data Analysis, System Proficiency, Continuous Improvement, Record Keeping, Communication, Compliance, Issue Resolution, Reporting, Time Management, Bilingual Chinese
Specialization
Candidates must possess a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement or benefits administration preferred. Essential skills include strong analytical abilities, excellent communication, high attention to detail, logical thinking, and proficiency in Microsoft Excel and retirement plan software.
Experience Required
Minimum 2 year(s)
Retirement Plan Assistant Administrator (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Irvine, California, United States - Full Time
Skills Needed
Attention To Detail, Logical Thinking, Accountability, Client Facing, Data Analysis, System Proficiency, Continuous Improvement, Record Maintenance, Communication, Compliance, Issue Resolution, Reporting, Time Management, Ownership, Bilingual Chinese
Specialization
Candidates need a Bachelor's degree in a relevant field or equivalent experience, with prior experience in retirement plan administration or financial services being preferred. Essential qualifications include strong analytical skills, excellent communication abilities, high attention to detail, and logical, process-oriented thinking.
Experience Required
Minimum 2 year(s)
Analyste de Gestion H/F at Groupement Mousquetaires
Donzère, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Financial Analysis, Cash Flow Planning, Risk Prevention, Teamwork, Excel, Communication, Organizational Skills, Engagement, Rigorousness
Specialization
Candidates should have a background in accounting and finance, with a degree of Bac +3/5 and a successful first experience in the field. Mastery of Excel is essential, along with strong organizational and interpersonal skills.
Regional External Specialist (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Vienna, Virginia, United States - Full Time
Skills Needed
Recruiting, Agent Development, Sales Support, Cold Calling, Marketing Events, Business Relationship Building, Product Analysis, Financial Planning Education, Insurance Sales Support, Training Attendance, Bilingual Communication, Professional Etiquette, Growth Mindset, Networking
Specialization
Candidates should ideally possess licensing in Life, Health, and Accident Insurance, though new hires have 90 days to obtain it, and must be bilingual in English and an Asian language, specifically Chinese in this posting. A minimum of 3 to 5 years of experience in sales, recruiting, networking, or business promotion is required, along with a willingness to travel and work occasional weekends.
Experience Required
Minimum 2 year(s)
RIA Operations Manager (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC
Monrovia, California, United States - Full Time
Skills Needed
Regulatory Compliance, Advisor Registration, Training Programs, Reporting Processes, Sec Regulations, Finra Regulations, State Regulations, Organizational Acumen, Attention To Detail, Aum Calculation, Compliance Training, Marketing Material Review, Financial Statement Analysis, Trade Supervision, Due Diligence, Operational Support
Specialization
Candidates must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of three years of experience in compliance, operations, or financial services. Strong organizational skills, attention to detail, and proven knowledge of SEC, FINRA, and state regulatory requirements are essential for success.
Experience Required
Minimum 2 year(s)
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