Job Description
Position Overview
TransGlobal is seeking a driven and client-focused professional to join our dynamic financial services team. In this role, you will have the opportunity to provide comprehensive financial planning solutions—including Real Estate, Lending, Insurance, Investment, and Tax Services—to support and empower the local community.
(This is a fully remote, Commision base opportunity) We proudly serve a diverse community. Candidates fluent in
Mandarin 中文 ,
Korean 한국어 ,
Indonesian Bahasa Indonesia ,
Vietnamese Tiếng Việt , or
Japanese 日本語 are strongly encouraged to apply.
欢迎会说中文、 한국어 、 Bahasa Indonesia 、 Tiếng Việt 或 日本語 的候选人加入我们！(Speakers of Mandarin, Korean, Indonesian, Vietnamese, or Japanese are warmly encouraged to apply.) Responsibilities - Assess clients’ financial needs and recommend tailored life and health insurance solutions
- Present personalized proposals and guide clients through the application and underwriting process
- Deliver exceptional service through regular policy reviews and responsive client communication
- Maintain accurate and organized client records in internal systems
- Address policy-related inquiries and resolve service issues professionally and efficiently
- Cross-sell complementary insurance or financial products to enhance overall client value
Qualifications - Active Life & Health Insurance License (preferred; not required)
- Minimum 1 year of experience in life or health insurance (preferred)
- Strong interpersonal and communication skills with a client-first mindset
- Excellent problem-solving abilities and professionalism when handling sensitive client needs
- Legally authorized to work in the United States
Why Join TransGlobal? At TransGlobal, we provide a supportive, entrepreneurial environment designed to help you thrive. We offer:
- Industry-leading Competitive commission structure (75%-100% payout)
- No upfront fees or hidden costs
- No sales quotas or recruitment targets
- Zoom-based and in-person training programs
- Local office and technical support to help you succeed
What We’re Looking For We’re seeking individuals who are:
- Highly motivated and results-driven, with strong ownership and accountability
- Independent and self-starting, comfortable working in a flexible or remote environment
- Passionate about helping others achieve financial security
- Eager to grow professionally and stay current in a fast-evolving industry
- Open to coaching, mentorship, and continuous development
Preferred Backgrounds We welcome candidates from a variety of professional backgrounds, including:
- Real Estate Agents
- CPAs and Tax Professionals
- Mortgage Loan Officers or Processors
- Financial Advisors or Insurance Agents
Not yet licensed? We provide free pre-licensing training, support, and exam reimbursement to help you get started.
Learn more about us:
Job Tags
Work at office, Local area, Remote work, Flexible hours,