Job Type
Full-time
The Opportunity: This is a greenfield initiative: we are building a 1099 independent agent network from scratch, powered by in-person educational seminars, direct mail acquisition, and a CRM-driven sales process.
The VP, Head of Agent Distribution, will be the architect and operator of a new business unit at AGIA. You will build the entire infrastructure: the agent network, the market expansion playbook, the seminar operations model, and the regional leadership team that executes it.
Requirements
Strategic Leadership & P&L Ownership- Own the end-to-end buildout of the EA+ seminar distribution channel from concept through national scale, including the operating model, market entry strategy, agent economics, and growth trajectory.
- Full accountability for the distribution channel, strategic growth, and revenue results.
- Translate the five-year financial model into quarterly and monthly execution plans with clear milestones, production gates, and go/no-go decision points for market expansion.
- Report directly to the Chief Growth Officer and present regularly to the DOXA leadership team on progress, KPIs, and strategic adjustments.
Agent Network Development- Design and execute the agent recruiting strategy: identify, vet, onboard, and activate 1099 independent agents who specialize in seminar-based, face-to-face sales to target audiences.
- Build agent compensation structures that attract top performers, including per-enrollment commissions, bonus tiers, and renewal overrides that reward production and retention.
- Develop comprehensive agent training programs covering the EA+ product, seminar presentation techniques, compliance requirements, CRM usage, and the end-to-end client enrollment process.
- Establish and enforce production gates: agents must meet minimum seminar and enrollment thresholds to remain active. Manage performance when necessary.
Market Expansion & Territory Design- Architect the geographic rollout plan: identify and prioritize markets based on demographic density, venue availability, mail response history, and competitive landscape.
- Launch 3-5 pilot markets in Year 1: Each new market follows a proven entry playbook: territory mapping, agent assignment, venue sourcing, mail drop scheduling, and CRM configuration.
- Recruit and develop Market Leaders (Regional Directors) who manage clusters of 8-10 agents in their territory. These leaders are the operational backbone of the scaled model.
- Define market-level success criteria and implement a gate-based expansion framework, new markets open only after existing markets hit production benchmarks.
Seminar Operations & Sales Process- Own the client journey: from targeted direct mail through RSVP capture, CRM assignment, agent outreach, seminar execution, on-site close, enrollment follow-up, and lead nurture for unconverted attendees.
- Manage/Support direct mail strategy: data/list sourcing (targeted ZIP codes, targeted demographics), venue booking, and seminar logistics.
- Optimize the sales process continuously using CRM data, close-rate analysis, show-rate tracking, and agent performance metrics to improve conversion at every step.
Technology & Infrastructure - Partner with internal teams to build and optimize the CRM environment for event marketing, lead routing, agent pipeline management, and automated follow-up sequences.
- Leverage data and analytics to refine mail targeting, market selection, agent territory assignments, and seminar scheduling for maximum ROI.
- Establish reporting dashboards that provide real-time visibility into agent production, seminar pipeline, revenue generation, and customer retention.
Team Building & Culture- Build the distribution leadership team from scratch: hire a National Sales Director, Operations Manager, and support staff as the channel scales.
- Create a performance-driven, agent-centric culture where independent agents feel supported, equipped, and motivated to grow their production.
- Serve as the face of the distribution channel to internal stakeholders, carrier partners, and the agent community. Champion the model and build belief in the vision.
Required Qualifications - 10+ years of progressive experience in field sales leadership, with a strong track record in seminar-based, direct-to-consumer, or affinity distribution models.
- Demonstrated success building and scaling a 1099 independent agent or independent contractor sales network from early stage to meaningful revenue.
- Deep expertise in territory design, market expansion planning, and geographic rollout strategies across multiple regions.
- P&L ownership experience with accountability for revenue targets, marketing spend, and operational efficiency at a divisional or business-unit level.
- Proven ability to recruit, train, and performance-manage large distributed sales teams - including hiring and developing regional/market-level leaders.
- Strong understanding of the seminar sales model: direct mail acquisition, RSVP funnels, in-person presentation, same-day close, and post-event follow-up.
- Experience with CRM platforms (HubSpot preferred) for pipeline management, lead routing, and sales process automation.
- Exceptional communication and executive presence - comfortable presenting to C-suite leadership and board-level audiences.
- Willingness to travel extensively (50%+) to field markets, especially during the launch and scaling phases.
Preferred Qualifications Experience in seminar selling, travel assistance, emergency services, or membership/subscription product space.
- Background selling through educational or informational seminar formats.
- Existing network of high-performing seminar agents, field sales directors, or regional leaders who could be recruited into the organization.
- Track record at organizations with a seminar-driven or prepaid membership distribution model (e.g., travel clubs, supplemental health, pre-need services).
- Experience managing vendor relationships for direct mail, data/list services, and event logistics at scale.
Compensation & BenefitsTotal compensation is designed to reward performance and scale with the success of the business:
- Salary: $125,000-$150,000 + Commissioned Sales Incentives
- Performance Override: Revenue-based override that scales with channel production
AGIA offers health benefits including medical, dental, and vision, 401K with 100% company match up to 3% of your annual income and an additional 50% match on the next 2% of income, a prefunded optional FSA , 100% covered Life Insurance, Accidental Death and Dismemberment Insurance, Short Term/Long Term Disability, and a $250 Wellness Benefit. Our medical plan has in-network provider coverage for mental health, reproduction, chiropractic, and massage therapy.
Salary Description
Base $125,000-$150,000 + Commission
