New Business Representative

Prosperity Life

. Receive and process incoming requests from agents while balancing inbound calls with application processing .

Posted 10/28/2026full-timeAustin • Texas • United StatesMid-LevelSenior💰 $50,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing New Business applications, ensuring compliance with regulatory requirements, and providing exceptional support to agents. Proficient in navigating multiple systems and maintaining clear communication while balancing operational tasks in a fast-paced environment.

Highest-signal resume keywords

New Business Application ProcessingLife Insurance KnowledgeRegulatory ComplianceProfessional Communication SkillsOperational Efficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Application ReviewData ValidationFunding Setup DeterminationDocument Accuracy CheckingCompliance Monitoring

Soft Skills

Attention to DetailCustomer-First MindsetAdaptability to ChangeCollaborationProblem-Solving

Tools & Technologies

Administrative SystemsCommunication Systems

Industry Keywords

Financial ServicesAnnuitiesPolicy IssuanceOperational EnhancementsService Metrics

About the role

Key responsibilities & impact

Receive and process incoming requests from agents while balancing inbound calls with application processing
Provide timely, accurate support and guidance on application status, funding, suitability, regulatory requirements, and policy issuance
Partner with agents and internal operations teams to obtain outstanding requirements and keep cases moving forward
Review applications and supporting documents for accuracy, completeness, and required signatures
Establish and validate application data within administrative systems
Issue policies and determine appropriate funding setups to support timely contract delivery
Monitor applications for compliance with state regulations, internal guidelines, and product requirements
Verify all required forms and documentation before policy issuance
Create clear, professional correspondence via phone, email, and system-based communications
Identify issues, navigate multiple systems efficiently, and work toward resolution
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, life insurance, and annuity products
Demonstrate accountability for personal development, openness to coaching, and adaptability to change
Perform additional duties as needed to support team and organizational goals

Requirements

What you’ll need

3+ years work experience required; experience in financial services or annuities preferred
High school diploma or equivalent required
College degree preferred
Strong attention to detail
Customer-first mindset
Ability to balance operational work with real-time agent engagement
Ability to process New Business applications and support agents through inbound calls
Knowledge or ability to learn life insurance and annuity products, processes, systems, regulatory requirements, and suitability requirements
Ability to review applications and supporting documents for accuracy, completeness, required signatures, and compliance
Ability to establish and validate application data within administrative systems
Ability to determine appropriate funding setups
Clear, courteous, knowledgeable, and professional communication skills across phone, email, and system-based communications
Ability to navigate multiple systems and resolve issues
Ability to work in a fast-paced, changing environment while managing multiple systems and priorities
Ability to collaborate effectively with agents and internal operations teams

Benefits

Comp & perks

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
Competitive benefits package including comprehensive medical, dental, and vision coverage
HSA
401(k) company match
Paid time off
Employer-paid life and disability insurance
Hybrid work arrangement
Extensive training across customer service, products, and systems