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