Qureos Mentor

TransGlobal Holdings Co.

<div><ul><li>The permanent work location will be within close proximity to the posted location.</li></ul>
GENERAL FUNCTION / SUMMARY
As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.
MAJOR DUTIES AND RESPONSIBILITIES<ul><li>
Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.</li><li>
Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
</li><li>Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials.
</li><li>Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.</li><li>
Educate agents on new concepts in retirement preparation and wealth transition through financial planning.</li><li>
Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting insured data.</li><li>
Attend regular training sessions to stay updated on product knowledge across all insurance carriers.</li><li>
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office.
</li></ul>BASIC QUALIFICATIONS<ul><li>
Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.</li><li>
Bilingual in English and Chinese.</li><li>
Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities.
</li><li>Local and out-of-state traveling is required to attend events and visit potential prospects.
</li><li>Ability to work on weekends i.e., once a month to support local seminars and events.
</li><li>Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.</li></ul>
OPPORTUNITIES FOR GROWTH
Experienced External Specialists may advance to the Regional Director and lead a branch.
Regional Director<ul><li>
Manage office operations within the stationed region.</li><li>
Oversee office production and development.</li><li>
Supervise Regional Internal and External Specialists.</li><li>
Motivate and enhance existing agent productivity.</li><li>
Collaborate with Regional Vice Presidents for overall sales results.</li></ul>
Regional Vice President<ul><li>
Oversee the entire region, including all offices within it.</li><li>
Responsible for overall production and development.</li><li>
Supervise Regional Directors, External Specialists, and Internal Specialists.</li></ul>
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<ul><li>
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.</li><li>
MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.</li><li>
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.</li><li>
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.</li><li>
Impactful Work: Help individuals and families achieve financial security and generational wealth.</li></ul>
WHAT WE OFFER<ul><li>
Competitive salary and benefits package.</li><li>
Opportunity to work in a collaborative and innovative environment.</li><li>
Professional development and growth opportunities.</li><li>
Pay starts at $21.92 -$28.85/hour based on experience.</li></ul></div>

Regional External Specialist (Bilingual in Chinese)

<div><ul><li>The permanent work location will be within close proximity to the posted location.</li></ul>
GENERAL FUNCTION / SUMMARY
As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.
MAJOR DUTIES AND RESPONSIBILITIES<ul><li>
Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.</li><li>
Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
</li><li>Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials.
</li><li>Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.</li><li>
Educate agents on new concepts in retirement preparation and wealth transition through financial planning.</li><li>
Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting insured data.</li><li>
Attend regular training sessions to stay updated on product knowledge across all insurance carriers.</li><li>
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office.
</li></ul>BASIC QUALIFICATIONS<ul><li>
Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.</li><li>
Bilingual in English and Chinese.</li><li>
Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities.
</li><li>Local and out-of-state traveling is required to attend events and visit potential prospects.
</li><li>Ability to work on weekends i.e., once a month to support local seminars and events.
</li><li>Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.</li></ul>
OPPORTUNITIES FOR GROWTH
Experienced External Specialists may advance to the Regional Director and lead a branch.
Regional Director<ul><li>
Manage office operations within the stationed region.</li><li>
Oversee office production and development.</li><li>
Supervise Regional Internal and External Specialists.</li><li>
Motivate and enhance existing agent productivity.</li><li>
Collaborate with Regional Vice Presidents for overall sales results.</li></ul>
Regional Vice President<ul><li>
Oversee the entire region, including all offices within it.</li><li>
Responsible for overall production and development.</li><li>
Supervise Regional Directors, External Specialists, and Internal Specialists.</li></ul>
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<ul><li>
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.</li><li>
MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.</li><li>
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.</li><li>
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.</li><li>
Impactful Work: Help individuals and families achieve financial security and generational wealth.</li></ul>
WHAT WE OFFER<ul><li>
Competitive salary and benefits package.</li><li>
Opportunity to work in a collaborative and innovative environment.</li><li>
Professional development and growth opportunities.</li><li>
Pay starts at $21.92 - $28.85/hour based on experience</li></ul></div>

<div>GENERAL FUNCTION / SUMMARY
As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.
MAJOR DUTIES AND RESPONSIBILITIES<ul><li>
Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.</li><li>
Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
</li><li>Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials.
</li><li>Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.</li><li>
Educate agents on new concepts in retirement preparation and wealth transition through financial planning.</li><li>
Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting insured data.</li><li>
Attend regular training sessions to stay updated on product knowledge across all insurance carriers.</li><li>
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office.
</li></ul>BASIC QUALIFICATIONS<ul><li>
Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.</li><li>
Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.</li><li>
Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities.
</li><li>Local and out-of-state traveling is required to attend events and visit potential prospects.
</li><li>Ability to work on weekends i.e., once a month to support local seminars and events.
</li><li>Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.</li></ul>
OPPORTUNITIES FOR GROWTH
Experienced External Specialists may advance to the Regional Director and lead a branch.
Regional Director<ul><li>
Manage office operations within the stationed region.</li><li>
Oversee office production and development.</li><li>
Supervise Regional Internal and External Specialists.</li><li>
Motivate and enhance existing agent productivity.</li><li>
Collaborate with Regional Vice Presidents for overall sales results.</li></ul>
Regional Vice President<ul><li>
Oversee the entire region, including all offices within it.</li><li>
Responsible for overall production and development.</li><li>
Supervise Regional Directors, External Specialists, and Internal Specialists.</li></ul>
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<ul><li>
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.</li><li>
MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.</li><li>
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.</li><li>
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.</li><li>
Impactful Work: Help individuals and families achieve financial security and generational wealth.</li></ul>
WHAT WE OFFER<ul><li>
Competitive salary and benefits package.</li><li>
Opportunity to work in a collaborative and innovative environment.</li><li>
Professional development and growth opportunities.</li><li>
Pay starts at $21.92 -$28.85/hour based on experience.</li></ul></div>

<div>GENERAL FUNCTION / SUMMARY
The Recruiting Assistant provides operational support to the Life Insurance recruiting team by managing early-stage outreach activities and preparing recruiting leads for follow-up. This role focuses on high-volume, structured outreach and rule-based review of publicly available information to ensure lead accuracy and readiness. The position is a support role and does not involve recruiting judgment, candidate evaluation, or interviews.<ul><li>Must be bilingual in English and one of the following languages: Mandarin Chinese, Vietnamese, or Korean.</li></ul>
MAJOR DUTIES AND RESPONSIBILITIES
OutreachResponse Management<ul><li>
Send high volumes of outreach text messages and emails using approved scripts and tools.</li><li>
Track, monitor, and organize outreach responses in designated systems.</li><li>
Update lead statuses clearly and accurately to enable timely recruiter follow-up.</li></ul>
Lead ReviewPreparation<ul><li>
Review publicly available information from approved sources to identify potential agent contact details.</li><li>
Follow established, step-by-step guidelines to verify license status and eligibility.</li><li>
Exclude contacts associated with banks or broker-dealers in accordance with written criteria.</li><li>
Document findings accurately and completely prior to outreach activities.</li></ul>
Data AccuracyProcess Adherence<ul><li>
Maintain organized and up-to-date records to support recruiting workflows.</li><li>
Ensure all work is completed in accordance with documented procedures and compliance standards.</li><li>
Participate in required training and apply written guidelines consistently.</li></ul>
CollaborationCommunication<ul><li>
Communicate clearly with Recruiters regarding lead status, data issues, or anomalies.</li><li>
Proactively surface trends or observations (e.g., response rates, data gaps) to the recruiting team.</li><li>
Ask clarifying questions and suggest process improvements when appropriate.</li></ul>
BASIC QUALIFICATIONS<ul><li>
Bilingual in English and one additional language preferred (Chinese, Vietnamese, or Korean).</li><li>
Strong attention to detail and ability to follow structured, rule-based guidelines.</li><li>
Comfortable working with repetitive tasks and structured data.</li><li>
Reliable, organized, and accountable with assigned responsibilities and timelines.</li><li>
Prior administrative, outreach, or recruiting support experience preferred but not required.</li></ul>
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<ul><li>
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.</li><li>
MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.</li><li>
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.</li><li>
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.</li><li>
Impactful Work: Help individuals and families achieve financial security and generational wealth.</li></ul>
WHAT WE OFFER<ul><li>
Competitive salary and benefits package.</li><li>
Opportunity to work in a collaborative and innovative environment.</li><li>
Professional development and growth opportunities.</li><li>
Pay starts at $18 -$22/hour based on experience.</li></ul></div>

Life Insurance Recruiting Assistant (Bilingual: Chinese/Vietnamese/Korean)

<div>GENERAL FUNCTION / SUMMARY
We are seeking a highly organized and execution-driven Executive Administrative Assistant with a strong focus on operations, logistics, and procurement. This role supports senior leadership while taking ownership of day-to-day operational coordination, including purchasing, vendor management, and shipment tracking.
The ideal candidate thrives in a fast-paced environment, is highly detail-oriented, and can proactively manage multiple priorities with accuracy and urgency. Bilingual proficiency in English and Chinese is required.
MAJOR DUTIES AND RESPONSIBILITIES
Operations, LogisticsProcurement (Primary Focus):<ul><li>
Own and manage procurement processes, including sourcing, vendor coordination, and purchase order execution</li><li>
Coordinate and track shipments, deliveries, and order fulfillment to ensure on-time and accurate delivery</li><li>
Communicate directly with vendors and suppliers to resolve issues, negotiate timelines, and prevent disruptions</li><li>
Monitor inventory levels and coordinate replenishment to avoid shortages or overstock</li><li>
Process and reconcile purchase orders, invoices, and expense tracking with high accuracy</li><li>
Maintain organized and up-to-date records of vendors, orders, and logistics activities</li><li>
Identify operational inefficiencies and proactively implement process improvements</li><li>
Support cost control efforts through vendor comparison, pricing analysis, and negotiation</li></ul>
ExecutiveAdministrative Support (Secondary):<ul><li>
Manage executive calendars, scheduling, and meeting coordination</li><li>
Coordinate business travel, including flights, accommodations, and itineraries</li><li>
Prepare reports, summaries, and internal communications as needed</li><li>
Support cross-functional coordination and special projects</li></ul>
BASIC QUALIFICATIONS<ul><li>
Experience in operations, logistics, procurement, or a related field (experience supporting executives is a plus)</li><li>
Bilingual in English (written and verbal) and Chinese (verbal)</li><li>
Strong organizational and multitasking abilities in a fast-paced environment</li><li>
High attention to detail with strong follow-through</li><li>
Excellent communication and problem-solving skills</li><li>
Proficient in Microsoft Office Suite (especially Excel and Outlook)</li><li>
Ability to manage competing priorities and meet tight deadlines</li><li>
Experience with vendor management, purchasing, and shipment tracking</li></ul>
Preferred Qualifications<ul><li>
Experience with inventory management systems, ERP platforms, or procurement tools</li><li>
Background in supply chain, distribution, or operations-heavy environments</li><li>
Experience with cost analysis, budgeting, or vendor negotiations</li><li>
Comfortable handling high-volume operational workflows</li></ul>
Additional Expectations<ul><li>
Takes ownership of tasks and drives them through completion with minimal supervision</li><li>
Proactive and solution-oriented-anticipates issues before they escalate</li><li>
Comfortable working in a dynamic, high-pressure environment</li><li>
Strong sense of accountability and urgency</li><li>
Occasional flexibility outside standard business hours as needed</li></ul>
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<ul><li>
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.</li><li>
MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.</li><li>
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.</li><li>
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.</li><li>
Impactful Work: Help individuals and families achieve financial security and generational wealth.</li></ul>
WHAT WE OFFER<ul><li>
Competitive salary and benefits package.</li><li>
Opportunity to work in a collaborative and innovative environment.</li><li>
Professional development and growth opportunities.</li><li>
Pay starts at $23.08 ~ $28.85/hour based on experience.</li></ul></div>

Executive Administrative Assistant - Supply Chain Focused (Bilingual in Chinese)

Join TransGlobal Holdings Co. and explore 6   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

TransGlobal Holdings Co.

About Company

Regional External Specialist (Bilingual in Chinese)

Regional External Specialist (Bilingual in Chinese)

Regional External Specialist (Bilingual in Chinese)

Regional External Specialist (Bilingual in Chinese)

Life Insurance Recruiting Assistant (Bilingual: Chinese/Vietnamese/Korean)

Executive Administrative Assistant - Supply Chain Focused (Bilingual in Chinese)