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.
About the RoleProsperity is seeking a visionary and execution-oriented Head of Distribution & Wealth Management Technology to lead the strategy, development, and delivery of the technology ecosystem supporting insurance distribution, agent enablement, sales productivity, and new business acquisition. The role will prioritize a connected digital experience from agent sign-on through first policy issuance, while supporting integration with broader wealth management and client servicing capabilities.
This executive leader will own the end-to-end distribution technology experience, including agent onboarding and contracting, licensing and appointments, agent portals, commissions, illustrations, electronic new business applications, and partner integrations. The scope also includes wholesaler CRM and sales team technology that enable relationship management, pipeline visibility, and distribution growth. Working across these capabilities, this leader will build a modern, AI-enabled platform that connects agents, distribution partners, sales teams, and new business operations to simplify submission, improve case visibility, and accelerate policy issuance.
This role will also partner with JAB Institutional, Prosperity’s sister company and a growth and innovation platform within JAB Insurance, JAB Holding Company’s global insurance business. Focused on insurance and financial services, JAB Institutional is building a planning-led wealth management and advisory platform for households with $500,000 to $2 million in investable assets.
What You’ll Do
Technology Strategy & Executive Leadership
Define and execute the technology strategy supporting insurance distribution, agent enablement, wholesaler and sales team productivity, and the new business journey from agent sign-on through first policy issuance, with connectivity to wealth management and client servicing platforms.
Develop multi-year technology roadmaps aligned with business objectives, distribution growth plans, regulatory requirements, and agent, partner, sales team, and client experience priorities.
Serve as a strategic advisor to executive leadership on technology investments, platform choices, delivery risks, operating models, and priorities.
Build, develop, and lead high-performing technology teams while fostering a culture of innovation, accountability, collaboration, and disciplined execution.
Agent, Distribution & Sales Technology
Own platforms supporting agent recruitment, digital sign-on, onboarding, contracting, licensing verification, appointments, and ongoing eligibility to sell, with connected workflows and visibility into agent readiness.
Lead agent portal and digital workstation capabilities that provide access to product information, illustrations, applications, onboarding requirements, case status, commission statements, and servicing tools through a connected experience.
Own wholesaler CRM and sales team technology supporting agent and partner relationship management, territory and activity management, opportunity pipelines, sales enablement, and production reporting.
Oversee commission technology supporting agent hierarchies, compensation schedules, calculation, payment, reconciliation, and reporting, in partnership with Distribution, Finance, and Operations.
Illustrations, New Business & Partner Integrations
Lead illustrations and electronic new business application technology, including product and quoting capabilities, application data capture and validation, electronic signatures, suitability and best-interest review workflows,…