Associate Director, Agency Transformation and Strategy
Core
Design and execute strategic initiatives to optimize the insurance agency distribution model, enhance workforce productivity, and drive sustainable growth in production and headcount.
Role type
Senior IC strategy and transformation lead (insurance agency)
Builds
Agency strategic frameworks, KPI systems, compensation schemes, and career progression pathways for financial advisors
Domain
Insurance / Agency Distribution / Strategic Transformation
Required skills
Strategic planning, market intelligence, data analytics, financial modeling, stakeholder management, change management, performance tracking, talent development
Preferred skills
Experience with large-scale development programs, deep understanding of agency management, ability to influence cross-functional teams
Technologies
Data analytics tools, financial modeling software
Responsibilities
Formulate and execute agency strategic initiatives; Develop and maintain agency KPI frameworks; Design and enhance agency compensation schemes; Review and enhance promotion criteria; Drive initiatives to improve agency quality and recruitment; Collaborate with Zone Heads, Finance, HR, and Compliance
Seniority
Senior, hands-on IC
