Events & Incentives Project Coordinator (Bilingual in Chinese)

TransGlobal is a premier financial services company that has been a leader in the industry for over 30 years, recognized as the largest Asian-focused, all-in-one financial services platform in the United States. Serving a diverse clientele through more than 30 branches across 14 states and leveraging a strong network of over 5,000 professional independent agents, TransGlobal provides a comprehensive suite of financial services. These services include life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management. The company’s mission centers on delivering trustworthy, customer-centric financial solutions in multiple languages that align closely with the unique goals and needs of its multicultural customer base.

The Events & Incentives Project Coordinator role at TransGlobal is critical in supporting the company's mission by fostering strong motivation and engagement among independent agents through well-executed events and incentive programs. This full-time position offers competitive compensation, with an hourly pay ranging from $23.08 to $28.13 depending on experience. The Coordinator will work closely with internal teams across sales, marketing, and human resources, as well as with external vendors and partners, to orchestrate conferences, training sessions, and incentive travel programs that energize and reward agents.

This role demands high organizational skills and acute attention to detail for managing logistics, event registration, schedules, materials, and on-site event operations, ensuring a smooth and seamless experience for all attendees. The Events & Incentives Project Coordinator is also responsible for supporting the tracking of participant progress in incentive programs, managing reward distribution, and maintaining accurate administration of program metrics. Strong project management support is another key function, involving the development and oversight of detailed timelines, coordinating resources across departments, and troubleshooting any issues that arise to ensure deadlines and budget constraints are met.

Communication is a vital part of this role. The Coordinator will help prepare and distribute communication materials such as emails, newsletters, and program updates that keep independent agents and internal stakeholders well informed throughout the lifecycle of each event and program. In addition to these responsibilities, general administrative duties, including calendar management, document preparation, and meeting coordination, will also be a part of the daily workflow.

This role is ideal for someone who thrives in a dynamic, multicultural environment where teamwork, innovation, and shared success are valued. Candidates should have a background in marketing, event management, business administration, or related disciplines, combined with proven experience in event coordination or project management. Proficiency in Microsoft Office Suite and event management software is expected, along with excellent communication skills and the ability to collaborate effectively with diverse teams and vendors.

Joining TransGlobal means becoming part of an industry-leading organization that not only values cultural diversity but also offers significant opportunities for career growth, training, licensing support, and professional development. This position offers a chance to contribute to impactful work that helps individuals and families achieve financial security and generational wealth in their communities, making it a meaningful opportunity for the right candidate.