Director of Individual Philanthropy overseeing individual giving and development systems at The Center. Focus on major gifts, planned giving programs, and donor cultivation.
KP
Hybrid Executive Director – Agency Evolution
Posted 5 months ago
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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