Note: The job is a remote job and is open to candidates in USA. TransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S., providing a comprehensive suite of services. The Recruiting Assistant role supports the life insurance recruiting team by managing outreach activities and preparing recruiting leads for follow-up, focusing on lead accuracy and readiness.
Responsibilities
- 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
Skills
- Must be bilingual in English and one of the following languages: Mandarin 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
- Bilingual in English and one additional language preferred (Chinese, Vietnamese, or Korean)
- Prior administrative, outreach, or recruiting support experience preferred but not required
Benefits
- Competitive salary and benefits package.
- Opportunity to work in a collaborative and innovative environment.
- Professional development and growth opportunities.
Company Overview
- For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu. It was founded in 2015, and is headquartered in Monrovia, California, USA, with a workforce of 201-500 employees. Its website is https://www.transglobalus.com.
Company H1B Sponsorship
- TransGlobal Holding Co. has a track record of offering H1B sponsorships, with 7 in 2025, 1 in 2024, 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.