Franchise Owner

KEY RESPONSIBILITIES

• Business Development and Client Acquisition: Proactively drive agency growth by identifying, developing, and securing new clients through lead generation, community networking, and professional referral partnerships.
• Team Leadership and Management: Recruit, hire, train, coach, and manage a team of licensed sales staff to ensure high performance, adherence to sales targets, and professional development.
• Strategic and Financial Planning: Formulate comprehensive annual business plans, manage agency budgets, oversee financial reporting, and execute market penetration strategies within the assigned territory.
• Operational Oversight and Compliance: Manage all daily agency logistics, including payroll processing, maintenance of an approved physical office location, and ensuring strict compliance with all state regulatory requirements and franchisor operational guidelines.
• Client Relationship Management : Conduct thorough fact-finding appointments to accurately assess client insurance needs, present optimal coverage solutions, and provide continuous, high-quality client service to maximize policy retention rates.
• Brand and Standards Adherence: Maintain the integrity of the SelectQuote brand by consistently adhering to all marketing standards and prescribed operational procedures to deliver a unified and excellent customer experience.
• Leverage the SelectQuote Technology: Use our technology to enhance your business performance.

QUALIFICATIONS & REQUIREMENTS

• Licensing: Must possess or be prepared to immediately obtain insurance licenses in the operating state(s).
• Capital Investment: Evidence of $100-200K in working capital, $300-400k net worth with $100K liquid, is required to cover initial startup costs, office infrastructure, and necessary working capital for the initial operational phase.
• Background Screening: Successful completion of all mandatory criminal, credit, and financial background screenings.
• Experience: A demonstrated background in sales, business ownership, leadership, or operations management is highly preferred. An insurance background is helpful.
• Physical Location: Ability to secure, set up, and maintain a dedicated, branded office space approved by the franchisor within the designated territory.

KEY PERFORMANCE INDICATORS (KPIs)