P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)
Transglobal Services, Fremont, CA, United States
P&C Commercial Line Senior Sales Agent
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
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
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
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