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 bringing people together through well-executed events, partnering closely with sales and marketing leaders, and delivering high-impact experiences that support a growing life insurance and annuities business excites you, this role offers the opportunity to make a meaningful impact. About the Role: We’re looking for an Internal Regional Wholesaler responsible for driving annuity sales growth within an assigned geographic territory by developing and expanding relationships with financial professionals, agencies, and distribution partners. This role focuses on executing targeted sales strategies, increasing advisor engagement, and promoting product adoption through consistent, proactive outreach. The Regional Wholesaler serves as a primary point of contact for both inbound and outbound advisor interactions, delivering product guidance, sales ideas, and operational support. This includes identifying new opportunities, supporting case development, and helping advisors navigate product positioning and business processing to move opportunities forward. The ideal candidate demonstrates strong sales acumen, communication skills, and a results-oriented mindset, with the ability to balance high-volume activity with meaningful relationship development to drive territory growth. What You’ll Do: • Conduct proactive outbound call campaigns to financial professionals and agencies to promote products, generate opportunities, and grow advisor relationships. • Respond to inbound advisor inquiries regarding product features, positioning, proposals, and business processing support. • Assist in delivering product education, sales concepts, and marketing initiatives to advisors and distribution partners. • Support advisor engagement activities including follow-ups, meeting coordination, and campaign execution. • Collaborate with internal partners to ensure timely processing of contracting, service requests, and new business submissions. • Contribute to pipeline development by identifying opportunities, cross-selling products, and reinforcing sales strategies with advisors. • Maintain accurate and up-to-date records of advisor interactions and sales activities within CRM systems. • Stay current on product updates, industry trends, and competitive developments to effectively position offerings. • Meet or exceed established activity metrics and performance expectations. • Ensure adherence to all compliance, regulatory, and company policies.
What You’ll Bring: • Relationship Management: Ability to build and maintain strong relationships with financial professionals, agencies, and internal partners through consistent engagement and follow-up. • Consultative Sales Support: Skilled at identifying advisor needs, providing product guidance, and supporting the sales process through proactive outreach. • Territory Collaboration: Ability to partner effectively with Regional Vice Presidents to execute coordinated territory plans and maximize advisor coverage. • Advisor Education: Capability to deliver product education, support presentations, and communicate value propositions effectively. • Communication Excellence: Strong verbal and written communication skills with the ability to engage advisors in a professional and impactful manner. • Product Knowledge: Working knowledge of annuity products, features, and competitive positioning, with a commitment to ongoing learning. • Activity & Pipeline Management: Ability to manage high call volumes, track advisor interactions, and support pipeline development through CRM tools. • Collaboration & Teamwork: Works closely with sales associates, operations, and leadership to ensure responsive service and a seamless advisor experience. • Technology: Proficiency with CRM platforms, virtual meeting tools, and digital sales support systems. Key Success Metrics: • Achievement of individual activity goals (calls, outreach, and advisor engagement) • Contribution to territory sales growth and production outcomes • Advisor engagement levels and responsiveness • Pipeline support and opportunity generation • Quality and consistency of CRM data and activity tracking • Strength of relationships with advisors and internal partners
Job Qualifications: • 2–4 years of sales, service, or financial services experience preferred • Working knowledge of annuities, life insurance products, or financial services industry • Strong communication, relationship-building, and organizational skills • Ability to manage multiple priorities in a fast-paced, high-volume environment • Demonstrated initiative, accountability, and results orientation • Proficiency with CRM systems and Microsoft Office applications Licenses & Certifications: • Life Insurance License required or ability to obtain within 180 days of hire • FINRA Series 6 and 63 preferred • LOMA Insurance Courses (or equivalent) preferred or obtained within first year.
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 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.
