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 WayWe Personalize Protection at the Right ValueYou help franchisees understand their unique numbers-not generic benchmarks-and guide them toward sustainable, right-sized growth.We Care AuthenticallyYou meet owners where they are, using data as a coaching tool-not a hammer.We Hustle to OpportunityYou proactively identify growth opportunities and help franchisees act on them.We Thrive in AmbiguityYou're comfortable working in a fast-growing franchise system where processes evolve and improvement is constant.We Own Our ResultsYou take accountability for insights turning into action and results.We Have Fun Along the WayYou bring positive energy to financial conversations and help remove the fear from "the numbers."We Are Just Getting StartedYou 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 metricsAnalyze P&Ls, revenue mix, commissions, expenses, and marginsHelp franchisees clearly understand:Where their revenue is coming fromWhat's driving profitabilityWhere inefficiencies or missed opportunities existAssist owners with:Budgeting and forecastingUnit economics and growth planningInterpreting commission structures and performance trendsGrowth & Optimization:Identify opportunities to increase:Written premium and policy countRetention and lifetime customer valueOperational efficiency and scalabilityUse data to support recommendations around:Staffing and role allocationMarketing spend and lead performanceSales cadence and conversionCarrier mix and market utilizationTrack performance over time and measure the impact of growth initiativesSupport franchisees through key stages:LaunchRamp-upExpansionOptimizationBusiness Analysis & ReportingDevelop and maintain franchise dashboards, scorecards, and reporting toolsEnsure KPI definitions and reporting are consistent and easy to understandAnalyze trends across the franchise system and surface insights for leadershipSupport ad-hoc analysis for pilots, experiments, and strategic initiativesCross-Functional CollaborationWork closely with various corporate teams such as Franchise Support, Finance, Marketing and SalesAct as a bridge between data, strategy, and executionProvide insights that help We Insure continuously improve franchise support and systemsFranchisee Enablement & CommunicationPresent insights in a clear, non-intimidating, and actionable wayHelp franchise owners connect daily activity to long-term successCreate tools, templates, and simple frameworks franchisees can use independentlySupport coaching conversations with data-driven insights rooted in trust and transparencyWhat We're Looking For3-5+ years experience as a Business Analyst, Financial Analyst, or similar roleStrong understanding of financial statements and unit economicsExperience working with small businesses, multi-location operators, or franchisesAdvanced Excel / Google Sheets skillsExperience with dashboards, reporting tools, CRM, or BI platformsAbility to explain financial data clearly to non-financial audiencesPreferred Skills & AbilitiesExperience within insurance, financial services, or professional servicesFamiliarity with agency economics, commissions, or retention metricsConsulting, operations, or growth strategy backgroundExperience coaching or advising business ownersWho Thrives in This RoleAnalytical, but deeply people-orientedComfortable working directly with franchise ownersProactive, curious, and growth-mindedTrusted advisor with high integrityEnjoys turning complexity into clarityBelieves great data should empower, not overwhelmWork Environment:This job operates in a hybrid office environment (3 days per week).This job requires less than 10% travelPlease 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 trustWe hustle to find opportunityWe care authenticallyWe thrive in ambiguityWe own our resultsWe have fun along the wayAnd-we're just getting startedOur Total Rewards.Medical, Dental, Vision, Life, Pet; Flexible Spending AccountCompetitive Salaries401K MatchWork-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental LeaveShort and Long-Term DisabilityEmployee Support Programs, Including Mental HealthTuition ReimbursementMatching Charitable Gift ProgramLucrative Referral ProgramThis position is not able to be performed in California, Colorado, New York or Washington.EEOWe 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.DisabilityWe 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.