Prosperity Life

• Lead life product pricing and development initiatives, including market research, profitability and risk‑return assessment, pricing recommendations, and documentation • Partner across the organization to bring life products from concept through implementation and launch • Develop and maintain pricing governance frameworks and in‑force management processes • Support ongoing monitoring of product profitability and competitiveness across the product lifecycle • Produce timely, insightful analytics and projections to support executive decision‑making • Contribute to performance reporting and assessment of pricing and product outcomes • Enhance and operationalize pricing models and tools, including efficiency improvements, model controls, assumptions governance, and documentation • Ensure pricing tools and processes meet internal control and governance standards • Coordinate with Product, Distribution, Operations, Valuation/Finance, Risk/ALM, Legal/Compliance, and IT to implement pricing initiatives and resolve production issues across platforms • Support ad hoc analytical requests for key partners, including Marketing, Operations, Finance, and Corporate Development • Participate in regulatory communications as needed • Support responses to inquiries related to pricing methodology and product filings

• Manage weekly and monthly new money and renewal rate-setting for MYGA and FIA products • Analyze product profitability, economics, and market competitiveness to inform rate decisions • Partner with stakeholders to align pricing actions with broader business and distribution strategies • Maintain and enhance pricing assumptions, methodologies, and underlying analytics • Develop and refine models supporting profitability analysis and new product development • Build and maintain a centralized rate-setting database and corporate pricing model • Support new product development and implementation across annuity offerings • Provide analytical insights to support corporate strategy, financial planning, and risk management • Respond to recurring and ad hoc analytical requests from actuarial, finance, and leadership teams • Translate complex analyses into clear insights to support decision-making

• Report to the Head of Product Development, accountable for overall product strategy • Serve as product development subject matter expert and owner for all annuity and life solutions • Oversee the full product lifecycle from concept through launch and post-launch management • Identify product white-space opportunities through competitive analysis, distributor feedback, and market research • Develop product concepts aligned to Bank/BD shelf requirements • Build and present business cases to leadership • Own all Bank/BD annuity and life solutions across the full product lifecycle • Collaborate with Senior Product Development Business Analysts • Monitor post-launch performance and drive enhancements or corrective actions as needed • Review all Bank/BD marketing materials and sales collateral for accuracy • Support training and readiness activities for distribution partners and internal stakeholders ahead of product launches

• Prepare, coordinate, and ensure timely filing of annual corporate, compliance, and regulatory reports, certifications, registrations, and related documentation required by state and federal agencies. • Maintain and update schedules, calendars, and records of required corporate filings, licenses, certifications, registrations, and reporting obligations. • Assist with monitoring legal and regulatory developments affecting the Company's products, operations, policies, and procedures. • Support the implementation of new or amended legal and compliance requirements by conducting research, tracking changes, and assisting with internal communications and documentation updates. • Provide assistance to business units regarding the interpretation and application of legal documents, policy provisions, contracts, and state regulatory requirements, under the direction of Legal Services leadership. • Conduct legal and regulatory research and prepare summaries, reports, or recommendations as requested. • Assist with drafting legal correspondence, memoranda, reports, and other legal and compliance-related documents. • Assemble, organize, and maintain documentation for litigation matters, administrative proceedings, audits, examinations, and investigations. • Coordinate with internal departments and external counsel regarding legal matters and related information requests. • Maintain legal files, records, and databases in accordance with departmental procedures and record retention requirements. • Review subpoenas, legal inquiries, regulatory requests, and other requests for information received from external parties. • Assist with gathering documentation and preparing responses to subpoenas, legal inquiries, and regulatory requests under attorney supervision. • Participate in special projects, process improvement initiatives, and other assignments as directed by Legal Services management. • Assist with departmental initiatives designed to improve legal operations, compliance processes, and record management practices. • Perform other duties as assigned.

• Own Life Escalations End‑to‑End • Manage all incoming life escalations across post‑issue servicing —from initial acknowledgment through final resolution • Take full ownership of escalated cases, ensuring timely, accurate responses that meet SLA commitments while delivering a positive customer experience • Provide consistent status updates and follow‑through to ensure issues are resolved completely and effectively • Partner Across the Business & with Our TPA • Work closely with our TPA escalations team to resolve complex issues, address system complications, and ensure timely action on open items • Partner with operational teams, product, compliance, marketing, and key vendor partners to drive alignment and resolution • Support the Operational TPA Oversight Manager by assisting with incident analysis and prioritization of escalated work and projects • Drive Quality, Oversight & Continuous Improvement • Perform root‑cause analysis on escalations to identify trends, systemic issues, and long‑term solutions • Assist with QA analysis of post‑issue service requests to confirm SLA adherence and quality processing by the TPA • Support oversight, reporting, and continuous improvement initiatives by leveraging data to provide actionable insights and recommendations • Communicate with Professionalism & Impact • Act as a trusted point of contact for escalated matters, communicating clearly and professionally with agents, distributors, customers, vendors, and internal stakeholders • Apply strong critical‑thinking and problem‑solving skills to navigate complex scenarios in a fast‑paced, evolving environment • Demonstrate initiative, accountability, and sound judgment while working independently and collaboratively

• Conduct legal research and prepare memoranda on issues related to insurance law, corporate law, and financial services regulation. • Assist attorneys with the review, drafting, and organization of contracts, non-disclosure agreements, vendor agreements, and other legal documents. • Support state insurance regulatory research and tracking of legislative and regulatory developments. • Review and summarize statutes, regulations, regulatory guidance, and case law affecting the life insurance and annuity industry. • Assist with compliance-related projects and internal policy reviews. • Attend legal department meetings and collaborate with business stakeholders across the organization. • Perform other legal and administrative tasks as assigned.

• Assist Deputy General Counsel in providing legal support for life and annuity product development and launch initiatives • Support attorneys in addressing legal aspects of both new product and in-force product initiatives • Help ensure legal review, analysis and decision-making is properly documented and implemented • Collaborate with internal stakeholders and external counsel to ensure project milestones are met • Assist with corporate governance needs, including maintenance of corporate records and regulatory filings

• Design, develop, test, and deploy scalable Salesforce solutions utilizing Apex, Lightning Web Components (LWC), Flows, and platform automation tools • Develop and maintain custom applications, business logic, triggers, batch processes, and asynchronous processing solutions while adhering to Salesforce best practices and governor limits • Create and maintain technical documentation, development standards, and solution designs • Build and enhance Salesforce capabilities supporting producer management, wholesaler workflows, territory management, pipeline visibility, and sales activity tracking • Develop user-focused solutions that improve operational efficiency, data quality, adoption, and reporting capabilities • Support enhancements to security models, role hierarchies, sharing rules, and permission structures to ensure appropriate access controls • Design, develop, and maintain REST and SOAP API integrations between Salesforce and enterprise systems • Configure and support Connected Apps, Named Credentials, OAuth authentication, and related integration technologies • Develop scalable automation solutions that streamline business processes and improve operational effectiveness

Title: Life Operations Escalations Analyst Location: United States Job Description: About Us: We’re a fast-growing, privately held insurance company on a path to become 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 like being the go-to problem solver who can balance service, accuracy, and compliance while moving escalations to resolution, you’ll thrive here! About the Role: We’re looking for a Life Escalations Analyst who brings strong life operations expertise, sound judgment, and a passion for resolving complex service issues. In this role, you’ll own escalated life service requests across post‑issue, working end‑to‑end to drive timely, accurate resolution. You’ll partner closely with our TPA, operational teams, product, compliance, marketing, and key vendor partners—while also supporting oversight, quality assurance, and continuous improvement initiatives that strengthen service delivery and operational outcomes. What You’ll Do: Own Life Escalations End‑to‑End - Manage all incoming life escalations across post‑issue servicing —from initial acknowledgment through final resolution - Take full ownership of escalated cases, ensuring timely, accurate responses that meet SLA commitments while delivering a positive customer experience - Provide consistent status updates and follow‑through to ensure issues are resolved completely and effectively Partner Across the Business & with Our TPA - Work closely with our TPA escalations team to resolve complex issues, address system complications, and ensure timely action on open items - Partner with operational teams, product, compliance, marketing, and key vendor partners to drive alignment and resolution - Support the Operational TPA Oversight Manager by assisting with incident analysis and prioritization of escalated work and projects Drive Quality, Oversight & Continuous Improvement - Perform root‑cause analysis on escalations to identify trends, systemic issues, and long‑term solutions - Assist with QA analysis of post‑issue service requests to confirm SLA adherence and quality processing by the TPA - Support oversight, reporting, and continuous improvement initiatives by leveraging data to provide actionable insights and recommendations Communicate with Professionalism & Impact - Act as a trusted point of contact for escalated matters, communicating clearly and professionally with agents, distributors, customers, vendors, and internal stakeholders - Apply strong critical‑thinking and problem‑solving skills to navigate complex scenarios in a fast‑paced, evolving environment - Demonstrate initiative, accountability, and sound judgment while working independently and collaboratively What You’ll Bring: - 1-3 years of experience in financial services and life insurance strongly preferred. - Prior experience working directly with a TPA provider. - Demonstrated knowledge of life operations and process improvement along with strong business acumen and the ability to translate business plans into actionable solutions - Knowledge of life products; fixed, indexed and variable. - Experience analyzing, measuring, and evaluating data through reporting. - Excellent verbal and written communication skills, at all levels of the organization Core Competencies: - Execution Excellence: Balances speed, accuracy, and quality while managing high‑priority escalations end‑to‑end - Customer & Service Focus: Delivers timely, professional, and solutions‑oriented service that enhances the customer and agent experience - Problem Solving & Root Cause Analysis: Analyzes complex issues, identifies underlying drivers, and implements sustainable solutions - Communication: Clear, timely, and professional with internal teams, TPA partners, vendors, agents, and customers - Ownership & Accountability: Takes full responsibility for escalated issues through resolution, exercising sound judgment and follow‑through - Data & Quality Mindset: Uses reporting, trends, and QA insights to monitor performance, meet SLA commitments, and drive improvement - Collaboration & Partnership: Partners effectively across operations, product, compliance, marketing, and external vendors to achieve outcomes - Adaptability: Thrives in a fast‑paced, evolving environment with competing priorities and complex workflows - Independence & Initiative: Operates autonomously with strong critical‑thinking skills while proactively identifying opportunities to improve processes What We Offer:  - A collaborative, inclusive environment that values authenticity, accountability, and partnership  - The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next  - A variable compensation package with a base range of $55k-$60k - A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance  - Remote/hybrid work arrangement At Prosperity, we are committed to equal employment opportunities and encourage people from all backgrounds to apply. 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.   We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.  Job Details Pay Type Salary Hiring Min Rate 55,000 USD Hiring Max Rate 60,000 USD

Title: AVP, Retail Strategy Location: Virtual• Austin, TX, USA Req #269 Job Description: 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 become something great, 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 leading national financial institution relationships, driving enterprise-level growth strategies, and building high-performing teams across life insurance and annuities distribution excites you, this role offers the opportunity to make a meaningful impact. About the Role: We’re looking for an Assistant Vice President, Retail Strategy responsible for supporting the development, coordination, and execution of enterprise retail initiatives across our life insurance and annuities business. The AVP, Strategic Accounts serves as a key strategic partner to the President of Retail and plays a central role in cultivating business development opportunities for the retail business. In addition, this role will ensure alignment, prioritization, and execution across senior leadership, including Sales, Intelligence & Enablement, Marketing, and Strategic Accounts in addition to leaders of Operations, IT, Product and Actuary. This role will be responsible for developing new market opportunities and driving visibility into key initiatives, maintaining accountability across teams, and ensuring strategic priorities are executed effectively and on schedule. What You’ll Do: Retail Strategy and Execution - Support the development and execution of the enterprise retail strategy, ensuring alignment with overall business objectives and growth priorities; - Using market analysis to identify and prioritize key market growth opportunities - Translate strategic priorities into actionable plans, milestones, and deliverables across Retail leadership, overall operating committee and the Office of the CEO. - Monitor and track key initiatives to ensure progress, accountability, and timely execution - Identify risks, dependencies, and execution gaps, escalating appropriately and recommending solutions - Support the President of Retail in preparing for executive-level discussions, strategy sessions, and business reviews - Lead and develop key market research to influence and support key strategic decisions Leadership Coordination & Operating Rhythm - Serve as a central point of coordination across Retail leadership, including SVP IMO Sales, SVP Bank & Broker Dealer Channel Sales, Marketing, Intelligence & Enablement, and Strategic Accounts - Drive consistency in how initiatives are tracked, communicated, and executed across teams - Establish and maintain operating rhythms, including leadership meetings, reporting cadences, and follow-ups - Ensure clear communication of priorities, timelines, and expectations across all stakeholders - Maintain visibility into all major Retail initiatives, ensuring alignment and minimizing duplication of efforts Project & Initiative Management - Lead and manage cross-functional strategic retail and key enterprise initiatives from planning through execution - Develop and maintain project plans, timelines, and accountability frameworks across multiple workstreams - Ensure stakeholders remain aligned and informed throughout the lifecycle of key initiatives - Drive disciplined execution by holding teams accountable to deliverables and deadlines - Support the prioritization of initiatives based on business impact, resource capacity, and strategic importance Cross-Functional Partnership - Develop collaborative partnerships between Retail, Product, Operations, and IT to support execution of strategic initiatives and Act as a liaison to ensure seamless coordination - Facilitate collaboration across teams to ensure alignment on goals, messaging, and execution plans - Support go-to-market initiatives, distribution expansion strategies, and enterprise-wide projects - Develop key external relationships with external partners to develop insights, identify potential markets for future growth, and track relevant trends. Performance Tracking & Business Insights - Support the tracking and reporting of key Retail metrics, including growth initiatives, strategic priorities, and execution progress - Develop executive-level summaries and reporting materials for leadership and board-level discussions - Analyze business performance to identify opportunities for improvement and optimization - Ensure consistent and accurate communication of results, progress, and challenges Operational & Risk Awareness - Maintain awareness of regulatory, compliance, and operational considerations within a life insurance and annuities environment - Partner with Compliance, Legal, and Operations to ensure all enablement materials and communications align with internal policies and regulatory requirements - Establish and support governance reporting processes related to Retail initiatives and strategic execution - Ensure disciplined documentation and tracking of decisions, timelines, and deliverables What You’ll Bring: - 8+ years of solid experience in enablement, analytics, business intelligence, distribution and strategy within life insurance, annuities, or financial services - Strong experience supporting executive-level leadership and managing cross-functional initiatives - Proven ability to drive execution across complex, multi-stakeholder environments - Experience in sales, distribution, or retail financial service environments preferred - Exceptional organizational and project management skills with strong attention to detail - Excellent problem-solving and critical thinking abilities - Strong written, verbal, and presentation communication skills - Ability to influence without direct authority and navigate ambiguity effectively - Ability to manage multiple priorities in a fast-paced, dynamic environment Technical Skills - Ability to create executive-level presentations and materials - Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) - Strong analytical and reporting skills with the ability to synthesize data into clear insights - Experience with project management and collaboration tools (e.g., Smartsheet, Asana, Monday.com, or similar) preferred - Familiarity with CRM and sales reporting tools a plus Core Competencies - Strategic Thinking: Aligns initiatives to enterprise goals and long-term growth strategies - Execution Excellence: Drives disciplined execution and accountability across teams - Cross-Functional Leadership: Coordinates and aligns multiple stakeholders effectively - Communication & Influence: Clearly communicates priorities and drives alignment at all levels - Business Acumen: Understands distribution dynamics, sales strategy, and retail operations - Organizational Effectiveness: Brings structure, clarity, and prioritization to complex environments - Problem Solving & Judgment: Identifies issues early and drives practical, effective solutions What We Offer: - A collaborative, inclusive environment that values authenticity, accountability, and partnership - The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next - A competitive variable compensation package with a base range of $160,000 - $190,000 annually - A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance - Austin, TX hybrid or remote with willingness to travel At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. 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. We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know. Job Details Pay Type Salary Hiring Min Rate 160,000 USD Hiring Max Rate 190,000 USD