Associate Director, Agency Transformation and Strategy
Core
Drive strategic initiatives to optimize the agency distribution model, enhance workforce productivity, and execute large-scale transformation programs for the insurance agency network.
Role type
Senior IC strategy and transformation lead (agency distribution)
Builds
Agency strategic frameworks, KPI systems, compensation schemes, and career progression pathways
Domain
Insurance / Agency Distribution / Organizational Transformation
Required skills
Strategic planning, market intelligence, data analytics, financial modeling, stakeholder management, program execution, talent development
Preferred skills
Change management, cross-functional leadership, regulatory compliance knowledge
Technologies
Data analytics tools, financial modeling software, performance reporting platforms
Responsibilities
Formulate and execute agency strategic initiatives for sustainable growth; Develop and maintain agency KPI frameworks covering sales, recruitment, and productivity; Design and model compensation schemes for advisors and managers; Review and enhance promotion criteria and leadership pipelines; Drive initiatives to improve agency quality and manager retention; Collaborate with Zone Heads, Finance, HR, and Compliance to translate business needs into actionable policies.
