AGIA Affinity · 1 month ago
Vice President, Embedded & Broker Distribution
Oxnard, CA
Full-time
Onsite
Mid, Senior Level
$150K/yr - $180K/yr
5+ years expAGIA Affinity is seeking a Vice President, Head of Embedded and Brokered Distribution responsible for driving top-line revenue growth through national distribution partnerships. The role involves leading sales strategies, establishing broker relationships, and ensuring successful product adoption to meet revenue targets.
InsuranceMarketing
Responsibilities
Build, execute, and continuously refine a B2B sales strategy that accelerates revenue growth across broker, employer, carrier, and membership channels
Identify, prioritize, and pursue national and regional brokerage partnerships to position AGIA as a preferred provider
Support and guide the development of new and relevant products to strengthen revenue results and market expansion
Lead efforts to embed EA+, IDR, and additional DOXA products within carrier offerings, loyalty programs, and membership platforms
Establish executive-level relationships with brokers, carriers, employer groups, and membership organizations to open new distribution opportunities
Negotiate, structure, and manage revenue-producing agreements across multiple partner types
Collaborate with AGIA marketing, product, and operations teams to tailor solutions for strategic accounts
Lead the sales team’s embedded efforts on institutional growth and revenue delivery
Create and manage annual sales plans with measurable targets by channel, product, and partner segment
Provide ongoing coaching, development, and accountability to cross-functional teams to maximize performance
Work closely with Marketing, Finance, and Product Development to align sales initiatives with corporate objectives
Partner with DOXA vertical leaders to evaluate cross-sell opportunities and expand adoption of complementary products
Ensure seamless operational execution of new partnerships, from onboarding to launch to ongoing performance reviews
Establish and track KPIs to measure revenue growth, market penetration, and partner satisfaction
Deliver quarterly and annual reporting to executive leadership with recommendations for improvement
Ensure consistent achievement of aggressive revenue and profitability targets
Achievement of annual sales and revenue growth goals across all B2B channels
Expansion of broker and institutional distribution footprint nationally
Successful execution of embedded product launches with carriers and membership organizations
Development of scalable, repeatable sales processes and playbooks
High satisfaction and retention of strategic partners
Qualification
Required
Bachelor's degree in Business, Sales, or related field required
Minimum 5 years of progressive sales leadership experience in insurance, financial services, or benefits distribution
Proven track record of building and managing national broker and institutional relationships
Demonstrated success embedding or distributing products through carriers, employers, or affinity groups
Deep understanding of the insurance and affinity benefits industry
Knowledge of B2B distribution models, broker dynamics, and institutional sales practices
Expertise in sales strategy development and execution
Exceptional relationship-building, negotiation, and influencing skills at the executive level
Strong strategic thinking paired with disciplined execution and accountability
Ability to analyze sales data, forecast revenue, and manage budgets effectively
Excellent communication and presentation skills
Up to 50% domestic travel required
Preferred
MBA preferred
Professional insurance designations (CLU, FLMI, CEBS, etc.) preferred
Benefits
Bonus
Commission
Company
AGIA Affinity
We’re inspired by organizations with a passion for their mission, and a commitment to their members.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Watts
Chief Marketing Officer
JJ Bowman
Chief Growth Officer
Company data provided by crunchbase