VP, Head of Agent Distribution

DOXA Insurance HoldingsLos Angeles, CA
Onsite

About The Position

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

  • 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.

Nice To Haves

  • 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.

Responsibilities

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

Benefits

  • 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
  • Prefunded optional FSA
  • 100% covered Life Insurance
  • Accidental Death and Dismemberment Insurance
  • Short Term/Long Term Disability
  • A $250 Wellness Benefit
  • Medical plan has in-network provider coverage for mental health, reproduction, chiropractic, and massage therapy.
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