Life Insurance Recruiting Assistant - Diamond Bar - Transglobal Services

    Transglobal Services
    Transglobal Services Diamond Bar

    47 minutes ago

    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

    • 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.

    Lead Review & Preparation

    • 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.

    Data Accuracy & Process Adherence

    • 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.

    Collaboration & Communication

    • 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.

    BASIC QUALIFICATIONS

    • 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.

    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

    • 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.
    • Pay based on experience and location.

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