Keystone Advisors

Keystone Advisors partners with top insurers to help clients find essential health coverage in forty-eight states. We provide individuals, families, and employer groups health, dental, vision, life and disability, and Medicare options including Medicare Advantage, Medicare Supplement Insurance, and Prescription Drug Part D plans.

Not all plans are created equal, and not all clients have the same needs either. We make sure that the right health plan suits our client's needs. Unlike agents selling and promoting a single plan, Key Health Plans presents you with a wide range of plan options. We attend our meetings ready to discuss plans and benefits that suit our client's needs. We lay all options on the table and walk them through each health plan until we narrow it down to one that fits them and their pocket.

We are experts in the health insurance market and define our outstanding performance. Our team does their best to match our clients' needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades, one thing remains the same: We are the key to finding the right health plan for you.

Position Title: Agent Development Partner (ADP)
Department: Agency Growth & Distribution
Reports To: Agency Operations / Sales Leadership
FLSA Status: Exempt
Work Environment: Houston- Onsite and regional travel

Position Summary

The Agent Development Partner (ADP) is responsible for onboarding, developing, coaching, and growing insurance agents and agency partners within the Keystone Advisors ecosystem. This role serves as a strategic business consultant, trainer, coach, and relationship manager focused on driving production, retention, compliance, and long-term agency success.

The ADP works closely with independent agents, field agents, telesales professionals, and agency owners to implement best practices that improve client acquisition, member retention, cross-selling opportunities, and operational effectiveness.

A successful candidate combines agency development expertise with strong sales leadership, contact center operations knowledge, and business development experience. This individual understands how to leverage both field and inside sales strategies to create scalable growth and exceptional client outcomes.

Essential Duties & Responsibilities

Agent Recruitment & Expansion

• Recruit, onboard, and develop new insurance agents and agency partners.

• Conduct business development meetings and growth consultations.

• Support expansion efforts across:

• ACA Marketplace

• Medicare Advantage

• Medicare Supplement

• Ancillary Products

• Group Benefits

• Develop strategic growth plans for agents and agencies.

Agent Development & Coaching

• Facilitate onboarding training programs for newly contracted agents.

• Conduct one-on-one coaching and business development sessions.

• Deliver training on:

• Sales strategies

• Product knowledge

• Compliance requirements

• Technology platforms

• Client retention

• Cross-selling opportunities

• Develop personalized action plans to improve agent performance.

• Mentor agents through all stages of business development.

Contact Center & Sales Excellence

Candidates with contact center sales leadership experience are strongly preferred as this role supports both field and remote call center sales external partners.

Apply contact center best practices to improve:

• Sales productivity

• Agent accountability

• Lead management

• Conversion rates

• First Call Resolution (FCR)

• Customer experience

• Retention outcomes

• Cross-sell opportunities

• Referral generation

• Performance management

Leverage knowledge of:

• Inbound sales operations

• Outbound sales campaigns

• Benefit navigation programs

• Workforce management

• Service level management

• Forecasting and staffing models

• Quality assurance programs

• CRM adoption and utilization

Business Consulting & Agency Growth

• Conduct agent business reviews and performance assessments.

• Analyze sales reports and production trends.

• Recommend growth strategies and operational improvements.

• Help agents build annual business plans.

• Guide agencies on:

• Lead acquisition strategies

• Marketing initiatives

• Sales processes

• Retention programs

• Client engagement models

• Referral generation

• Support agencies in increasing profitability and scalability.

Relationship Management

• Serve as the primary relationship manager for assigned agents and agencies.

• Conduct recurring touchpoints and business reviews.

• Build strong partnerships with:

• Agents

• Agency owners

• Carrier representatives

• Community organizations

• Strategic partners

• Foster long-term relationships that drive mutual growth.

Technology & Operational Support

• Train agents on Keystone Advisors technology platforms.

• Promote adoption of:

• Salesforce CRM

• HealthSherpa

• Spark

• Carrier portals

• KosmosDX solutions

• Support workflow optimization and automation initiatives.

• Identify operational barriers and recommend solutions.

Compliance & Quality Assurance

• Ensure agents maintain all licensing and carrier certifications.

• Reinforce compliance with:

• CMS regulations

• HIPAA requirements

• Carrier guidelines

• Keystone Advisors policies

• Participate in quality reviews and audit processes.

• Address compliance concerns proactively.

Qualifications

Education

• Bachelor's Degree preferred.

• Equivalent industry experience may be substituted.

Experience

• 5+ years of experience in:

• Health Insurance

• Medicare

• ACA Marketplace

• Agency Development

• Sales Leadership

• Business Development

• 3+ years managing or developing agents, agencies, or sales teams.

Highly Preferred Experience

• Insurance contact center leadership.

• Medicare or ACA telesales management.

• Benefit navigation programs.

• Sales coaching and performance management.

• Independent agency distribution.

• Carrier relationship management.

Licenses & Certifications

• Active Health & Life Insurance License required.

• Multi-state licensing preferred.

• AHIP Certification preferred.

• Carrier certifications preferred.

Knowledge, Skills & Abilities

Leadership Competencies

• Coaching and mentoring

• Strategic planning

• Change management

• Accountability management

• Team development

Sales Competencies

• Consultative selling

• Cross-selling

• Relationship building

• Business development

• Sales process management

Technical Competencies

• Salesforce CRM

• Microsoft Office Suite

• Reporting and analytics

• Contact center technologies

• Virtual training platforms

Professional Competencies

• Excellent verbal and written communication

• Presentation and facilitation skills

• Strong organizational skills

• Analytical thinking

• Problem-solving abilities

• Project management capabilities

Key Performance Indicators (KPIs)

• New Agent Recruitment

• Agent Retention

• Agency Production Growth

• Enrollment Growth

• Cross-Sell Performance

• Referral Generation

• Agent Engagement Scores

• Training Completion Rates

• Compliance Scores

• Technology Adoption Metrics

• Partner Satisfaction Ratings

Why Join Keystone Advisors

At Keystone Advisors, we believe agent success drives community impact. Our Agent Development Partners play a critical role in helping agents build sustainable businesses while delivering healthcare solutions that improve lives.

This role is ideal for a leader who understands both agency distribution sales operations , and who is passionate about developing people, driving growth, and delivering our commitment to White Glove Service Excellence.

Compensation

• Base Salary: $75,000 – $90,000

• Recruitment Incentives

• Agency Growth Bonus

• Benefits Package

• PTO & Paid Holidays

• Professional Development Programs

Travel Requirement: 10%-15%

Core Values: Customer-Centric • Integrity • Compassion • Teamwork • Accountability • Continuous Improvement • White Glove Service Excellence