New Business Hybrid Representative, Retail

Prosperity Life Group, LLC.•Austin, TX

20h•$50,000 - $70,000•Hybrid

About The Position

We’re looking for a New Business Hybrid Representative who brings strong attention to detail, a customer‑first mindset, and the ability to balance operational work with real‑time financial professional engagement. In this role, you’ll split your day between processing New Business applications and supporting financial professionals through inbound calls and email requests—providing timely status updates, gathering outstanding requirements, and issuing policies to help move business forward efficiently. You’ll partner closely with financial professionals, our Sales team, and internal operations teams to ensure applications are complete, compliant, and progressing smoothly through the New Business lifecycle. With extensive training across customer service, products, suitability requirements, and systems, you’ll build the knowledge and confidence needed to support evolving life insurance and annuity products while delivering a responsive, high‑quality experience that drives results.

Requirements

3+ years work experience required
High school diploma or equivalent required
Balances speed and accuracy while managing a hybrid workload of application processing and financial professional support
Delivers a responsive, professional, and service‑oriented experience that helps financial professionals move business forward
Clear, timely, and solution‑focused across phone, email, and written correspondence
Ensures applications, documentation, and data are complete, accurate, and compliant
Applies regulatory and procedural requirements consistently when reviewing and issuing New Business cases
Proactively identifies issues, gathers missing requirements, and works through resolution with sound judgment
Learns and applies administrative systems quickly, documents work accurately, and leverages tools to support suitability, compliance, and service outcomes
Thrives in a fast‑paced, changing environment while navigating multiple systems, new technology, and shifting priorities
Partners effectively with financial professionals, Sales, and internal operation steams to support enterprise sales goals and deliver timely, high‑quality outcomes
Seeks feedback, leverages metrics, and participates in process enhancements to improve service and efficiency

Nice To Haves

experience in financial services or annuities strongly preferred
college degree preferred

Responsibilities

Support Financial Professionals & Advance New Business: Receive and process incoming requests from financial professionals, balancing inbound calls and an email request queue with application processing to provide timely, accurate support. Deliver clear, courteous, and knowledgeable guidance related to application status, funding, suitability, regulatory requirements, and policy issuance. Partner directly with financial professionals and internal operations teams to obtain outstanding requirements and keep cases moving forward. Navigate multiple systems to research case details, document interactions, and support suitability and regulatory requirements while adapting quickly to new tools and process changes.
Process & Issue New Business Applications: Review applications and supporting documents for accuracy, completeness, and required signatures. Establish and validate application data within administrative systems. Issue policies and determine appropriate funding setups to support timely contract delivery.
Ensure Compliance & Quality: Monitor applications to ensure compliance with state regulations, internal guidelines, and product requirements. Verify all required forms and documentation are received prior to policy issuance. Apply strong attention to detail to minimize rework and maintain high‑quality outcomes.
Communicate Clearly & Professionally: Create clear, professional correspondence across phone, email, and system‑based communications. Proactively identify issues, navigate multiple systems efficiently, and work toward resolution with a service‑focused mindset.
Drive Continuous Improvement & Customer Satisfaction: Collaborate with teammates to resolve issues and participate in projects that support process improvement. Identify opportunities for operational enhancements using feedback from financial professionals, distribution partners, Sales, and internal stakeholders. Review service metrics and feedback to maintain high levels of financial professional satisfaction and performance.
Grow Your Skills & Support Team Success: Participate in ongoing training to stay current on New Business processes, systems, and life insurance and annuity products. Demonstrate accountability for personal development, openness to coaching, and adaptability to change. Perform additional duties as needed to support team and organizational goals.