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We Insure Group

Franchise platform enabling independent insurance agencies

Field Growth Manager

Field SalesConfirmed live in the last 24 hours
Full-timeNo salary listedHybrid

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least two years of demonstrated success in field sales, business development, partnerships, hospitality, recruiting, mortgage, real estate, automotive, events, community work or content is required.
  • Strong relationship-building, communication, organization and follow-up skills are required.
  • The employee must be able to earn a Property and Casualty license within the first 90 days.
  • The employee must demonstrate self-directed prospecting, route planning, rejection tolerance and consistent field energy.
  • The employee must have strong customer relationship management, calendar, written follow-up, prioritization and detail-management skills.
  • The employee must be able to learn insurance products, coverage fundamentals, carrier appetite, quoting workflows and compliance requirements.
  • The employee must be able to transition into personal insurance production after licensure and authorization.
  • The employee must demonstrate on-camera communication, interviewing and storytelling skills, with the judgment to make the partner or customer the focus.
  • The employee must exercise sound judgment regarding customer privacy, consent, brand representation and regulated insurance activities.
  • The employee must connect field activity and content to productive partners, written premium, premium in force and acquisition economics.
  • The employee must be able to manage an approved field budget, company vehicle, equipment, expenses and calendar responsibly.

Responsibilities

  • Develop and maintain referral relationships with mortgage professionals, real estate agents, title partners, auto dealerships, home-service businesses and community leaders.
  • Plan and execute weekly field routes, office visits, open houses, events, local activations and scheduled partner meetings.
  • Create compliant referral pathways and obtain consumer permission before sending information to the licensed agency team.
  • Follow up with meaningful contacts within one business day and develop recurring referral relationships from initial meetings.
  • Represent the company in the community and identify partnerships that can scale beyond a single event or relationship.
  • Complete the company-approved property and casualty licensing path within the first 90 days, including coursework, examination and application requirements.
  • Shadow licensed agents and learn intake, coverage fundamentals, carrier appetite, quoting, placement, binding, service expectations and compliance requirements.
  • After licensing and authorization, personally write approximately 25% of partner referrals by Month 6, 50% by Month 9 and nearly all standard, in-appetite referrals by Month 12.
  • Maintain quote and application quality, use approved workflows and escalate complex, specialized or out-of-appetite opportunities to the appropriate team.
  • Build written premium and premium in force toward the $2.0 million franchise eligibility threshold while supporting customer retention and book quality.
  • Host Road to Ownership on camera and identify local people, places and stories to feature.
  • Capture approved field footage and interviews, and collaborate with Marketing, editors and videographers on flagship episodes and supporting clips.
  • Use content and partner collaborations to open doors, deepen relationships and strengthen local awareness.
  • Coordinate partner co-posts, local activations and community storytelling while keeping the partner or customer central.
  • Protect customer privacy, obtain filming consent and follow brand, music, sponsorship and disclosure requirements.
  • Maintain complete customer relationship management records for partner stage, consent, source, contact information, next action, referral outcome and relationship history.
  • Prepare a weekly dashboard and route plan tracking productive partners, accepted referrals, self-written production, written premium and premium in force.
  • Participate in weekly coaching and monthly economics reviews, using results to focus on productive partner channels and discontinue low-value activity.
  • Document scripts, objections, handoff workflows, content practices and operating lessons so the model can be repeated in future markets.

Desired Qualifications

  • A bachelor's degree in business, marketing, communications, insurance/risk management or a related field, or equivalent relevant experience.
  • An active property and casualty license at hire or prior completion of state-approved pre-licensing education.
  • Experience building referral relationships, a pipeline, audience or book of business from a cold start.
  • Experience in insurance, mortgage, real estate, title, automotive, home services or another referral-driven industry.
  • Experience with short-form video, on-camera hosting, event hosting, local partnerships or community marketing.

About the Company

We Insure Group

Franchise platform enabling independent insurance agencies

We Insure Group provides a turnkey platform for insurance agents to start and run independent agencies. Its core business is a franchise model in which agents gain access to back-office support (customer service, administration, and marketing) so they can focus on selling insurance. The company offers agents contracts with a wide range of carriers—over 150—covering personal and commercial lines, which helps tailor coverage to clients. Revenue comes from franchise fees and a share of the commissions earned by the network of agencies. Compared with traditional captive agencies, We Insure emphasizes more autonomy for agents and broader carrier access, supported by a centralized back-office system. In May 2021, Oak Hill Capital acquired We Insure to fund further growth and technology development. The company’s goal is to expand its franchise footprint nationwide and help insurance entrepreneurs build independent agencies under a recognized brand.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Jacksonville, FL
Founded
2009

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