P&C Sales Agent, Personal Line (Bilingual in Chinese) at TRANSGLOBAL INSURANCE AGENCY INC

Cupertino, California, United States -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

69000.0

Posted On

28 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

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

Industry

Financial Services

Description

GENERAL FUNCTION / SUMMARY The P&C Personal Line Sales Agent is responsible for identifying and acquiring new business opportunities in the personal insurance sector. This role requires a proactive, goal-driven professional with strong sales acumen and a deep understanding of personal insurance products. The Sales Producer will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth. MAJOR DUTIES AND RESPONSIBILITIES Actively generate new sales leads through agent referrals; obtain all necessary information to convert leads into qualified prospects and clients. Present proposals to prospects and clients, close sales, and complete thorough exposure analysis. Develop accounts and cross-sell products and services within the P&C Department and/or the agency's All-in-One Platform. Be proficient in and utilize carrier rating systems provided for agency use, along with the agency management system and related websites. Maintain accurate and complete documentation for both existing and prospective clients. Identify carrier risk appetites, target classes, underwriting guidelines, and product offerings. Respond promptly to client inquiries, carrier requests, and incoming correspondence. Attend training sessions, sales meetings, and courses to maintain up-to-date skills, industry knowledge, and compliance with regulations. Ensure adherence to company policies, carrier requirements, and industry standards while maintaining the highest ethical service practices. Perform other duties as assigned. Stay informed about marketplace developments, competitive trends, and evolving consumer needs. BASIC QUALIFICATIONS Active Property & Casualty (P&C) insurance license. Minimum 5 years of experience in personal insurance (preferred). Experience working with affluent market and high-net-worth clients, as well as related insurance carriers (preferred). Experience with agency bill processes and premium financing (preferred). Bilingual in English and Chinese. Proven sales, negotiation, and relationship-building skills. Excellent communication, presentation, and problem-solving abilities. Self-motivated with the ability to work independently and manage multiple priorities. Proficient in agency management systems, Microsoft Office Suite, and related technology. 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 58K to 69K/year depending on experience and location

Responsibilities

The P&C Personal Line Sales Agent is tasked with identifying and acquiring new business in personal insurance by actively generating leads, presenting proposals, closing sales, and developing accounts through cross-selling. This role also requires maintaining accurate client documentation, utilizing carrier systems, and ensuring adherence to industry standards and company policies.