About the role

  • 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
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays

Job title

Executive Director – Agency Evolution

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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