Sales Associate (Texas, Austin) - National Western Life Insurance Company

Who we are:

Prosperity Group Holdings, LP (“Prosperity”) is a holding company with three U.S. insurance entities: Shenandoah Life Insurance Company (“SHEN”), SBLI USA Life Insurance Company, Inc. (“SBLI”), S.USA Life Insurance Company, Inc. (“S.USA”); one Bermuda reinsurance entity, Prosperity Life Assurance Limited (“PLAL”); as well as an asset manager, Prosperity Asset Management, LLC (“PAM”).

Through the three U.S. insurance entities, Prosperity provides financial security to customers and their families through innovative protection, asset accumulation, and supplemental health insurance products. Through its reinsurance entity, it provides customized and innovative capital, investments and risk management solutions to its reinsurance clients. All Prosperity insurance/reinsurance entities are rated A- by A.M. Best and Kroll. Since 2019, assets under management by Prosperity entities have grown from $2.3 billion to $16 billion.

Prosperity is owned by funds affiliated with Elliott Investment Management L.P. (“Elliott”) and has access to flexible capital through Elliott. The funds that make up the capital provided by Elliott to Prosperity have no maturity date and therefore no time horizon to exit. This allows Prosperity to grow at their own pace over a long period of time.

Prosperity’s asset management team established a distinct business, PAM, under the Prosperity umbrella representing the investment management and asset origination team of Prosperity in 2022. In this capacity, PAM manages over $10 billion in assets for Prosperity’s insurance and reinsurance businesses. As part of the company’s vision to continue its expansion of its insurance business and grow to $25 billion in assets by 2025, Prosperity has entered into a definitive merger agreement to acquire National Western Life Group, Inc. At the close of the transaction, expected in the first half of 2024, Prosperity will have more than $25 billion assets under management and will be servicing more than 1 million policies.

Prosperity is a high-growth insurance holding company led by a seasoned management team with significant experiences in the insurance and asset management sectors.

Job Summary

The Sales Associate position provides telephone phone support to agents and NMO staff centered around but not limited to product related inquires, illustrations, forms request, new business status and contracting questions. This position reports to the sales desk manager

Knowledge, Skills & Abilities

• Handles inbound calls from 800 line, assisting agents and NMO staff with their needs centered around product questions, new business, contracting and illustrations
• Builds and maintains relationships by promoting NWL products and services through outbound/inbound calls to new prospective agents / NMOs identifying qualified leads
• Assist with marketing campaigns through proactive contact and relationship building with new agents
• Work internally with other NWL departments to communicate agent / NMO’s needs to more effectively and efficiently work together
• Help sales team with wholesaler proposals, product features, product positioning, business processing, etc.
• Meet or exceeds metrics assigned my sales desk manager
• Remain current and up to date on NWL products and industry trends
• Perform other duties as assigned

Licenses & Certifications

• Life license or obtain within 180 days of employment
• LOMA Insurance Courses I & II or must complete within first year of employment

Education and Experience

• Bachelor’s degree in marketing or communications preferred, but not required
• 1+ year of phone based experience preferred
• 1+ year of financial services / annuity experience preferred
• Experience with Microsoft office required
• Strong verbal and written communication skills

Work Environment

• Regular and predictable attendance is required. Position allows for remote or in office attendance based on location
• Standard office environment
• Hybrid Work Schedule
• Candidates in Des Moines, Iowa or in Austin, Texas preferred

Statement of Other Duties Provision:

• The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.
• Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.
• The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.