Life Insurance Recruiting Assistant (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC

Diamond Bar, 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

Skills

Bilingual, Outreach Management, Data Accuracy, Process Adherence, Attention To Detail, Rule-Based Guidelines, Administrative Support, Communication, Lead Preparation, Tracking, Monitoring, Organization

Industry

Financial Services

Description

GENERAL FUNCTION / SUMMARY The Recruiting Assistant provides operational support to the Life Insurance recruiting team by managing early-stage outreach activities and preparing recruiting leads for follow-up. This role focuses on high-volume, structured outreach and rule-based review of publicly available information to ensure lead accuracy and readiness. The position is a support role and does not involve recruiting judgment, candidate evaluation, or interviews. MAJOR DUTIES AND RESPONSIBILITIES Outreach & Response Management Send high volumes of outreach text messages and emails using approved scripts and tools. Track, monitor, and organize outreach responses in designated systems. Update lead statuses clearly and accurately to enable timely recruiter follow-up. Lead Review & Preparation Review publicly available information from approved sources to identify potential agent contact details. Follow established, step-by-step guidelines to verify license status and eligibility. Exclude contacts associated with banks or broker-dealers in accordance with written criteria. Document findings accurately and completely prior to outreach activities. Data Accuracy & Process Adherence Maintain organized and up-to-date records to support recruiting workflows. Ensure all work is completed in accordance with documented procedures and compliance standards. Participate in required training and apply written guidelines consistently. Collaboration & Communication Communicate clearly with Recruiters regarding lead status, data issues, or anomalies. Proactively surface trends or observations (e.g., response rates, data gaps) to the recruiting team. Ask clarifying questions and suggest process improvements when appropriate. BASIC QUALIFICATIONS Bilingual in English and one additional language preferred (Chinese, Vietnamese, or Korean). Strong attention to detail and ability to follow structured, rule-based guidelines. Comfortable working with repetitive tasks and structured data. Reliable, organized, and accountable with assigned responsibilities and timelines. Prior administrative, outreach, or recruiting support experience preferred but not 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 based on experience and location.

Responsibilities

The Recruiting Assistant supports the Life Insurance recruiting team by managing high-volume, structured outreach activities via text and email using approved scripts and tools. This role also involves reviewing publicly available information to verify lead details and eligibility according to established guidelines before passing them to recruiters.