New Business Hybrid Representative

Prosperity Life Group, LLC.•Austin, TX

2d•$50,000 - $70,000•Hybrid

About The Position

The New Business Hybrid Representative balances New Business application processing with inbound agent support. The role provides timely status updates, gathers outstanding requirements, and issues policies to help move business forward efficiently. The representative partners with agents and internal operations teams to ensure applications are complete, compliant, and progressing through the New Business lifecycle. Training is provided across customer service, products, and systems, including life insurance and annuity products.

Requirements

At least 3 years of work experience.
High school diploma or equivalent.
Ability to balance speed and accuracy while managing application processing and agent calls.
Responsive, professional, service-oriented approach to supporting agents.
Clear, timely, and solution-focused communication by phone, email, and written correspondence.
Strong attention to detail when handling applications, documentation, and data.
Ability to apply regulatory and procedural requirements consistently.
Proactive problem-solving and sound judgment in identifying issues, gathering missing requirements, and resolving cases.
Adaptability in a fast-paced, changing environment while navigating multiple systems and priorities.
Ability to collaborate effectively with agents and internal operations teams.

Nice To Haves

Experience in financial services or annuities.
College degree.
Interest in feedback, metrics, and process enhancements to improve service and efficiency.

Responsibilities

Receive and process agent requests, balancing inbound calls with application processing.
Provide clear, courteous guidance about application status, funding, suitability, regulatory requirements, and policy issuance.
Work with agents and internal operations teams to obtain outstanding requirements and advance cases.
Review applications and supporting documents for accuracy, completeness, and required signatures.
Establish and validate application data in administrative systems.
Issue policies and determine appropriate funding setups.
Monitor applications for compliance with state regulations, internal guidelines, and product requirements.
Verify that required forms and documentation are received before policy issuance.
Communicate professionally by phone, email, and system-based communications.
Identify issues, navigate multiple systems, and work toward resolution with a service-focused mindset.
Collaborate with teammates to resolve issues and participate in process-improvement projects.
Identify operational enhancements using feedback from agents, distribution partners, and internal stakeholders.
Review service metrics and feedback to maintain agent satisfaction and performance.
Participate in ongoing training on New Business processes, systems, and life insurance and annuity products.
Take accountability for personal development, remain open to coaching, and adapt to change.
Perform additional duties as needed to support team and organizational goals.