Business Analyst, Franchise Growth

Who We Are.  At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.     As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.     What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way.    The Business Analyst, Franchise Growth at We Insure is a trusted advisor to our franchise owners—helping them understand their numbers, make smarter decisions, and grow healthy, profitable agencies.    This role blends traditional business analyst responsibilities with hands-on financial coaching and growth support tailored specifically to insurance franchise businesses. You will work directly with franchisees to analyze performance, identify opportunities, and translate data into clear, actionable next steps—while partnering internally with We Insure leadership to continuously improve the franchise system.  This is not a passive reporting role. Success is measured by clarity, confidence, and improved outcomes for franchise owners.    How This Role Lives the WE Way  We Personalize Protection at the Right Value  You help franchisees understand their unique numbers—not generic benchmarks—and guide them toward sustainable, right-sized growth.  We Care Authentically  You meet owners where they are, using data as a coaching tool—not a hammer.  We Hustle to Opportunity  You proactively identify growth opportunities and help franchisees act on them.  We Thrive in Ambiguity  You’re comfortable working in a fast-growing franchise system where processes evolve and improvement is constant.  We Own Our Results  You take accountability for insights turning into action and results.  We Have Fun Along the Way  You bring positive energy to financial conversations and help remove the fear from “the numbers.”  We Are Just Getting Started  You help build scalable frameworks that support long-term franchise success.  Duties/Responsibilities:     Franchise Financial & Performance Support: Partner directly with WE Insure franchise owners to:  Review financials, KPIs, and production metrics  Analyze P&Ls, revenue mix, commissions, expenses, and margins  Help franchisees clearly understand:  Where their revenue is coming from  What’s driving profitability  Where inefficiencies or missed opportunities exist  Assist owners with:  Budgeting and forecasting  Unit economics and growth planning  Interpreting commission structures and performance trends    Growth & Optimization: Identify opportunities to increase:  Written premium and policy count  Retention and lifetime customer value  Operational efficiency and scalability  Use data to support recommendations around:  Staffing and role allocation  Marketing spend and lead performance  Sales cadence and conversion  Carrier mix and market utilization  Track performance over time and measure the impact of growth initiatives  Support franchisees through key stages:  Launch  Ramp-up  Expansion  Optimization    Business Analysis & Reporting  Develop and maintain franchise dashboards, scorecards, and reporting tools  Ensure KPI definitions and reporting are consistent and easy to understand  Analyze trends across the franchise system and surface insights for leadership  Support ad-hoc analysis for pilots, experiments, and strategic initiatives    Cross-Functional Collaboration  Work closely with various corporate teams such as Franchise Support, Finance, Marketing and Sales  Act as a bridge between data, strategy, and execution  Provide insights that help We Insure continuously improve franchise support and systems    Franchisee Enablement & Communication  Present insights in a clear, non-intimidating, and actionable way  Help franchise owners connect daily activity to long-term success  Create tools, templates, and simple frameworks franchisees can use independently  Support coaching conversations with data-driven insights rooted in trust and transparency    What We’re Looking For  3–5+ years experience as a Business Analyst, Financial Analyst, or similar role  Strong understanding of financial statements and unit economics  Experience working with small businesses, multi-location operators, or franchises  Advanced Excel / Google Sheets skills  Experience with dashboards, reporting tools, CRM, or BI platforms  Ability to explain financial data clearly to non-financial audiences    Preferred Skills & Abilities  Experience within insurance, financial services, or professional services  Familiarity with agency economics, commissions, or retention metrics  Consulting, operations, or growth strategy background  Experience coaching or advising business owners    Who Thrives in This Role  Analytical, but deeply people-oriented  Comfortable working directly with franchise owners  Proactive, curious, and growth-minded  Trusted advisor with high integrity  Enjoys turning complexity into clarity  Believes great data should empower, not overwhelm    Work Environment:   This job operates in a hybrid office environment (3 days per week).   This job requires less than 10% travel    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.  Our Values. The We Way.  At We Insure, Group our values shape how we work, how we lead, and how we grow together. They’re more than just words, they guide every interaction, every decision, and every customer experience.    We Way Reflects Our Commitment to.   We personalize protection at a price you can trust  We hustle to find opportunity  We care authentically  We thrive in ambiguity  We own our results  We have fun along the way  And—we’re just getting started  Our Total Rewards.   Medical, Dental, Vision, Life, Pet; Flexible Spending Account  Competitive Salaries  401K Match    Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave  Short and Long-Term Disability  Employee Support Programs, Including Mental Health  Tuition Reimbursement    Matching Charitable Gift Program  Lucrative Referral Program  This position is not able to be performed in California, Colorado, New York or Washington.   EEO We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.