Life Insurance Wholesaler

About Us We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you’re energized by fast‑paced sales, cross‑team collaboration, and driving advisor adoption, you’ll thrive here.

About The Role We’re looking for an Internal Wholesaler who drives advisor engagement, sales activity, and territory growth within Prosperity’s fast‑growing bank and broker dealer channel within the Retail and Annuity sector. Partnering closely with External Wholesalers and Distribution leadership, this role delivers product expertise, case design support, and sales enablement to increase advisor adoption and strengthen the pipeline. The ideal candidate is knowledgeable in life insurance and annuity solutions, thrives in a high‑activity environment, and excels in communication, relationship management, and cross‑functional collaboration. This opportunity is based out of our Austin, TX office. We are strongly considering candidates who are based in or around the Austin area or are open to relocation to Austin, TX.

Build and manage relationships with advisors, broker‑dealer reps, and distribution partners to drive life and annuity sales.

Territory Support & Sales Execution

Partner with External Wholesalers to execute territory business plans aligned to Retail growth goals.

Demonstrate a high‑activity sales rhythm and disciplined follow‑through.

Support new product launches and advisor experience initiatives across the Retail channel.

Training, Communication & Market Education

Deliver product training and market updates through webinars, calls, and virtual meetings.

Pipeline Management, Analytics & Reporting

Manage pipeline and track opportunities using CRM tools, ensuring accuracy and timely follow‑up.

Leverages analytics and performance dashboards to identify trends, prioritize outreach, and support external wholesalers with data‑driven insights.

Collaborate with Marketing, Product, and Competitive Intelligence to share updated sales materials and insights.

Technology & Digital Enablement

Uses CRM systems, reporting tools, and digital sales platforms to manage inbound and outbound activity, track advisor engagement, and support territory sales strategies.

Utilizes digital communication tools, virtual meeting platforms, and automated workflows to enhance responsiveness and productivity.

3+ years of internal wholesaling, distribution support, sales desk, or related experience within life insurance or annuities.

Strong knowledge of life insurance and annuity product structures (fixed, FIA, accumulation, and protection products).

Proficiency in case design, illustrations, and product comparison tools.

Proven ability to build relationships through high‑volume outbound sales activity.

Proficiency in PowerPoint and Excel; Salesforce experience preferred.

Ability to analyze data, interpret trends, and provide insights that support sales strategy and advisor engagement.

Strong understanding of life insurance and annuity products, including fixed annuities, FIAs, crediting strategies, and protection‑focused designs.

Sales Influence: Ability to drive sales conversations, position solutions effectively, and articulate strong value propositions.

Relationship Building: Experience building and maintaining trusted relationships with advisors and broker‑dealer partners.

Case Design & Illustration Proficiency: Ability to support agents with product comparisons, illustrations, and solution design.

Communication Excellence: Strong presentation and training skills for webinars, meetings, and advisor conversations.

CRM & Sales Tools Expertise: Proficiency in CRM systems (e.g., Salesforce), pipeline tracking, and reporting.

Ability to work effectively with Product, Marketing, Competitive Intelligence, and External Wholesalers.

Comfort with rapid change, evolving priorities, and a fast‑growth retail environment.

Technology: Strong proficiency in CRM systems, reporting tools, and digital platforms.

A collaborative, inclusive environment that values authenticity, accountability, and partnership

A competitive benefits package including comprehensive medical, dental, and vision coverage; and employer-paid life and disability insurance

This is a hybrid work arrangement based out of our Austin, TX office.

We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.

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