GENERAL FUNCTION / SUMMARY

The Events & Incentives Project Coordinator will assist in the planning, coordination, and execution of company-wide events and incentive programs designed to motivate and engage our independent agents. This position plays a key role in ensuring the smooth execution of these events and programs by providing support with project management, logistics, vendor coordination, and communication. The ideal candidate will have strong organizational skills, attention to detail, and the ability to work effectively with cross-functional teams.

 

MAJOR DUTIES AND RESPONSIBILITIES

Event Coordination

• Assist in organizing and managing logistics for company-wide events, including conferences, training sessions, and incentive trips for independent agents.
• Help coordinate event registration, schedules, materials, and on-site logistics to ensure a seamless experience for attendees.
• Collaborate with vendors, internal teams, and external partners to ensure all event requirements are met.

Incentive Program Support

• Support the implementation of incentive programs that drive agent performance and engagement.
• Assist with tracking participant progress, managing reward distribution, and communicating program details to agents.
• Provide administrative support for incentive program metrics, ensuring data is accurate and up to date.

Project Management Support

• Assist in the development and management of event and incentive project timelines, ensuring that deadlines are met and milestones are achieved.
• Coordinate with internal teams (sales, marketing, HR) and external vendors to ensure all aspects of events and programs are executed on time and within budget.
• Monitor project status and assist with troubleshooting any issues that arise.

Communication & Reporting

• Help create and distribute communication materials related to events and incentive programs, including emails, newsletters, and program updates.
• Track and report on event and program performance, providing insights and updates to the Events & Incentives Manager and other stakeholders.
• Maintain clear and consistent communication with internal teams and agents throughout the project lifecycle.

Administrative Support

• Provide general administrative support to the Events & Incentives team, including calendar management, document preparation, and meeting coordination.
• Assist with managing program budgets, ensuring all costs are tracked and within approved limits.

 

BASIC QUALIFICATIONS

• Bachelor's degree in Marketing, Event Management, Business Administration, or a related field.
• 3+ years of experience in event coordination, project management, or a similar role.
• Strong organizational skills with an ability to manage multiple tasks and priorities.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite and event management software.
• Attention to detail and the ability to ensure smooth project execution.
• Ability to work collaboratively with cross-functional teams and external vendors.
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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 starts at $23.08 ~ $28.13/hour based on experience.

Competitive salary and benefits package. Opportunity to work in a collaborative and innovative environment. Professional development and growth opportunities.