P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)
5 days ago
Cupertino
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