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
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Actively generate new sales leads, obtain all necessary information to turn leads into prospects and clients
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Present proposals to prospects and clients, close sales, and complete exposure analysis
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Provide proactive risk management advice to existing clients and resolve client issues
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Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines
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Identify and pursue cross-sell and cross-referral opportunities amongst existing clients proactively
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Stay informed about marketplace developments, competitive trends, and evolving consumer needs
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Maintain proper documentation for existing and prospective clients
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Attend training sessions and courses to maintain up-to-date skills and knowledge
BASIC QUALIFICATIONS
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Bilingual in Chinese and English
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6+ years of successful commercial insurance sales experience with active P&C license
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Experienced in placing commercial insurance policies for high-risk clients in E&S market
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Bachelor's degree or equivalent is preferred
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Excellent communication and presentation abilities
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Strong sales, negotiation, and relationship-building skills
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Self-motivated with the ability to work independently and drive results
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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
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Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
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MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
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Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
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Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
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Impactful Work: Help individuals and families achieve financial security and generational wealth.
WHAT WE OFFER
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Competitive salary and benefits package.
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Opportunity to work in a collaborative and innovative environment.
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Professional development and growth opportunities.
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Salary range: $80,000 - $96,000 per year.
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Bonusescommission opportunities
