Prosperity Life Group

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

Title: Sr. Sales Development Analyst, Annuity Platforms Location: Austin, Texas United States 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 driving annuity growth through accurate product configuration, disciplined electronic order entry execution, and stable platform performance excites you, this role offers the opportunity to make a meaningful impact across sales, operations, and the overall producer experience. About the Role: We’re looking for a Senior Sales Development Analyst – Annuity Platforms to support annuity order entry who will serve as a critical execution and technical analysis leader. This role combines product configuration, technical analysis, and ongoing electronic order entry operations, and plays a key part of enabling enterprise sales growth and revenue by ensuring the timely delivery, accuracy, and stability of annuity products across electronic distribution channels. This position partners closely with Sales, Product, Operations, Technology, Compliance, and external vendors to support new product launches, enhancements, and ongoing platform reliability. The role requires both strong execution discipline and the ability to translate business requirements into technical solutions across interconnected systems. What You’ll Do: Annuity Electronic Order Entry Product Configuration & Platform Execution - Partner with business and technology teams to clarify requirements and ensure successful implementation - Translate business requirements into technical specifications and system configurations - Analyze upstream and downstream system impacts of product changes and platform updates - Configure, test, and deploy annuity products and enhancements across electronic order entry platforms - Support timely delivery of new annuity product launches and major product enhancements aligned with enterprise priorities - Ensure accuracy, completeness, and compliance of electronic product configurations and forms Platform Support & Operational Readiness - Provide subject matter expertise for annuity electronic order entry platforms, processes, and capabilities - Support release planning, controlled deployments, and post‑release validation activities - Provide production support and troubleshooting to minimize disruptions, reduce NIGO rates, and maintain operational stability Cross‑Functional & Vendor Partnership - Partner with Product, Sales, Operations, Technology, and Compliance teams to ensure requirements are clearly defined and executed - Collaborate with third‑party platform vendors (e.g., Zinnia, Hexure, iPipeline) to support enhancements, issue resolution, and ongoing maintenance - Support electronic data feeds and integrations (e.g., DTCC, distributor platforms) - Participate in enterprise initiatives impacting electronic order entry, servicing, and distribution enablement - Review vendor release documentation and assess business and system impacts - Partner with QA/testing teams to coordinate unit, integration, and user acceptance testing Process Rigor & Risk Management - Support documentation standardization, configuration best practices, and testing discipline - Identify risks related to product setup, platform dependencies, and release timing; escalate appropriately - Contribute to operational resilience through cross‑training, knowledge sharing, and continuous improvement What You’ll Bring: - 5+ years of experience in sales support, sales development, or product configuration within life insurance or annuities - Strong experience supporting annuity electronic order entry platforms, product builds, or policy administration systems - Demonstrated ability to manage multiple priorities and deliver high‑quality execution in a deadline‑driven environment - Strong attention to detail with a focus on accuracy, compliance, and operational stability - Ability to partner effectively across Sales, Product, Operations, Technology, and Compliance teams - Excellent problem‑solving, organization, and communication skills - Comfort operating as a senior individual contributor with ownership over execution outcomes Technical Skills - Annuity electronic order entry and product configuration platforms (e.g., Zinnia Annuitynet, Hexure FireLight, iPipeline AFFIRM, VTXml) - Data mapping, XML, and forms tagging - Electronic feeds and integrations (e.g., DTCC, ACORD L&A Standards) - Release planning, testing coordination, and production support - Forms management and product documentation - Microsoft Office (Excel, Word, Outlook, PowerPoint) - Ability to interpret product specifications and translate them into accurate system configurations Core Competencies - Execution Excellence: Delivers accurate, timely, and reliable results - Business Partnership: Collaborates effectively across functions - Risk Awareness: Identifies and mitigates operational and delivery risks - Accountability & Ownership: Takes responsibility for outcomes - Adaptability: Thrives in a fast‑paced, evolving environment 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 $105,000 - $120,000 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 - Remote/hybrid work arrangement; relocation available to Austin, TX if interested. 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 105,000 USD Hiring Max Rate 120,000 USD