Executive Director overseeing agency growth and sales training programs at Keystone Agency Partners. Facilitating mastermind groups and strategic planning engagements for agency partners.
Responsibilities
Facilitate and lead mastermind-style groups of agencies, meeting twice annually for full-day sessions.
Guide agencies through structured discussions on business performance, staffing, financials, and strategic challenges.
Manage logistics and growth of the program, expanding from 4-5 groups to 6+ network partner groups and 2-4 platform partner groups.
Ensure each agency receives focused "hot seat" time to present and receive peer feedback.
Oversee design and quality control of a 12-month sales training program for producers.
Coordinate with vendors, tech platforms (e.g., CoachAccountable, Smartsheet), and internal staff to ensure program excellence.
Support live training events and cohort launches (3-4 per year), including on-site facilitation.
Conduct on-site strategic planning sessions with platform partners.
Analyze agency books of business, staffing structures, payroll, and financials.
Develop actionable growth strategies and identify operational bottlenecks and hiring needs.
Requirements
Bachelor’s degree preferred, but not required
Minimum 7+ years in agency operations, sales leadership, or consulting
Proven track record in growth strategy, financial analysis, and organizational development
Experience in insurance industry consulting (e.g., Reagan, Excensure, or similar) highly preferred
Strong facilitation and coaching abilities
Excellent analytical and strategic thinking skills
Comfortable managing multiple stakeholders and vendor relationships
Ability to wear multiple hats and thrive in a dynamic, entrepreneurial environment
Flexible to travel domestically up to 20% for live engagements and on-site arrangements
Ability to pass a criminal background check, as permitted by law
Benefits
Competitive Compensation Package
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
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