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

GENERAL FUNCTION / SUMMARY

The P&C Commercial Line 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 commercial insurance products. The Sales Agent will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth.

MAJOR DUTIES AND RESPONSIBILITIES

• Actively generates new sales leads through referrals, obtains all necessary information to turn leads into prospects and clients.


• Present proposal to prospect and client, closes sales and completes exposure analysis.


• Develop accounts and cross-sell products and services within the P&C Department and/or All-in-One Platform.


• Be proficient in available to carrier rating system were provided for agency use.


• Maintain the proper documentation for existing and prospective clients.


• Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.


• Respond to client inquiries, incoming mail, and company requests on a timely basis.


• Attend training sessions and courses to maintain up-to-date skills and knowledge.


• Ensure compliance with company policies and industry standards while maintaining high ethical service practices.

BASIC QUALIFICATIONS

• Active Property & Casualty (P&C) insurance license


• 2+ years of experience in commercial insurance


• Bilingual in English and one of the following: Mandarin Chinese or Thai


• Strong sales, negotiation, and relationship-building skills.


• Excellent communication and presentation abilities.


• Self-motivated with the ability to work independently and drive results.


• Proficient knowledge of Microsoft Windows Suite and Agency Management System


• Ability to manage multiple clients and priorities effectively.

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: $58,000 - $69,000 per year.


• Bonuses & commission opportunities