We Insure

Director

• Manage the full franchise sales process from initial inquiry and discovery through program walkthrough, Franchise Disclosure Document (FDD) review, and signed franchise agreement
• Build and convert a strong pipeline of qualified franchise candidates, meeting or exceeding quarterly and annual development goals
• Maintain deep knowledge of franchise program economics and communicate investment, fees, and return potential to prospective franchisees
• Guide prospective franchisees through a transparent, consultative sales process
• Lead Discovery Day meetings and franchise presentations
• Identify, recruit, and build relationships with prospective franchisees
• Represent We Insure at industry conferences, trade shows, and franchise expos
• Partner with Discovery, Deal Operations, and marketing teams to optimize lead generation and pipeline conversion
• Track and report pipeline health, conversion rates, and development velocity to senior leadership
• Develop and execute strategies for franchise market planning, territory development, and national growth
• Provide input on franchise sales strategy, positioning, and process improvements
• Monitor industry trends and competitive landscape
• Support transition from signed agreement into onboarding
• Act as an ambassador for the We Insure franchise opportunity
• Nurture relationships with existing franchisees and contribute to a transparent candidate experience

Director, Franchise Development

Compliance

• Build and lead the insurance licensing program across corporate entities and producers, franchise entities and producers, and acquired agencies
• Establish licensing standards, verification, exceptions, regulatory filings, and the system of record
• Own enterprise insurance licensing policy, operating procedures, responsibility matrix, control calendar, evidence standards, and exception process
• Maintain a state-by-state requirements framework for licenses, lines of authority, responsible licensed producers, affiliations, continuing education, assumed names, branch rules, renewals, and filings
• Manage corporate applications, renewals, amendments, reinstatements, affiliations, producer changes, address and officer updates, assumed names, and related filings
• Define and monitor licensing requirements for franchise onboarding, renewals, ownership changes, transfers, producer additions, relocations, terminations, and expansion
• Establish licensing prerequisites before carrier appointments or market access and reconcile licensing, appointment, carrier portal, and internal producer records
• Own annual and periodic filings, regulatory inquiries, examination support, document production, remediation plans, and management responses
• Establish and maintain a controlled licensing system of record using NIPR, state portals, and other authoritative sources
• Automate renewal alerts, exception queues, reconciliations, and dashboards while reviewing state-specific requirements and material exceptions
• Connect licensing status to onboarding, access, appointment, commission, and offboarding workflows
• Monitor regulatory developments and convert changes into owners, due dates, system updates, communications, and training
• Lead licensing diligence and integration for acquisitions
• Provide quarterly risk and performance reporting to executive leadership
• Train support staff, document recurring processes, and recommend future staffing based on workload and risk

Director, Franchise Development

Director, Insurance Licensing & Compliance