Vice President, Embedded

The Vice President, Head of Embedded and Brokered Distribution is responsible for driving top-line revenue growth through the build-out and expansion of national distribution partnerships. This role leads the strategy and execution for sales across broker relationships, employer groups, carriers, buyers clubs, membership organizations, and other institutional partners. The role will focus on scaling internally manufactured products, including Emergency Assistance Plus (EA+) and Identity Recovery (IDR), while expanding opportunities to sell the broader DOXA Insurance suite. The role will also support and guide the development of new and relevant products to bring to market.

This leader will design and execute national sales strategies, establish deep broker and partner relationships, and ensure products are successfully embedded, distributed, and adopted to meet ambitious revenue targets.

Requirements:

Develop and Execute Sales Strategy

• 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.

Partnership Development and Revenue Growth

• 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.

Sales Leadership and Execution

• 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.

Cross-Functional Alignment

• 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.

Performance Management

• 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.

1. Achievement of annual sales and revenue growth goals across all B2B channels.

2. Expansion of broker and institutional distribution footprint nationally.

3. Successful execution of embedded product launches with carriers and membership organizations.

4. Development of scalable, repeatable sales processes and playbooks.

5. High satisfaction and retention of strategic partners.

Education/Certification:

• Bachelor's degree in Business, Sales, or related field required; MBA preferred.
• Professional insurance designations (CLU, FLMI, CEBS, etc.) preferred.

Required Experience:

• 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.

Required Knowledge:

• 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.

Skills/Abilities:

• 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.

Travel:

Up to 50% domestic travel required.

Work Schedule:

Regular office schedule with flexibility to support national client and partner needs.