- Send high volumes of outreach text messages and emails using approved scripts and tools.
- Track, monitor, and organize outreach responses in designated systems.
- Update lead statuses clearly and accurately to enable timely recruiter follow-up.
- Review publicly available information from approved sources to identify potential agent contact details.
- Follow established, step-by-step guidelines to verify license status and eligibility.
- Exclude contacts associated with banks or broker-dealers in accordance with written criteria.
- Document findings accurately and completely prior to outreach activities.
- Maintain organized and up-to-date records to support recruiting workflows.
- Ensure all work is completed in accordance with documented procedures and compliance standards.
- Participate in required training and apply written guidelines consistently.
- Communicate clearly with Recruiters regarding lead status, data issues, or anomalies.
- Proactively surface trends or observations (e.g., response rates, data gaps) to the recruiting team.
- Ask clarifying questions and suggest process improvements when appropriate.
- Bilingual in English and one additional language preferred (Chinese, Vietnamese, or Korean).
- Strong attention to detail and ability to follow structured, rule-based guidelines.
- Comfortable working with repetitive tasks and structured data.
- Reliable, organized, and accountable with assigned responsibilities and timelines.
- Prior administrative, outreach, or recruiting support experience preferred but not required.
- 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.
- Competitive salary and benefits package.
- Opportunity to work in a collaborative and innovative environment.
- Professional development and growth opportunities.
- Pay based on experience and location.
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Life Insurance Recruiting Assistant - Diamond Bar - Transglobal Services
Description
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.
MAJOR DUTIES AND RESPONSIBILITIES
Outreach & Response Management
Lead Review & Preparation
Data Accuracy & Process Adherence
Collaboration & Communication
BASIC QUALIFICATIONS
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
WHAT WE OFFER
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Life Insurance Recruiting Assistant
Only for registered members Diamond Bar
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Life Insurance Recruiting Assistant
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Senior Executive Assistant Recruiting and Operations
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Recruitment Assistant
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Recruiting Assistant
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Recruiting Assistant
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Recruitment Assistant
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Recruiting Assistant
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Recruitment Assistant
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Recruiting Assistant
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Recruiting Assistant
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Assistant, Legal Recruiting
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HR Recruiter/Assistant
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HR Recruiter/Assistant
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Assistant, Legal Recruiting
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Assistant, Legal Recruiting
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Recruiting and Admin Assistant
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Assistant, Legal Recruiting
Only for registered members Los Angeles, CA