Franchise Coach

Uni Vista Insurance is seeking a proactive and results-driven Franchise Business Coach to support and guide franchisees in building and growing successful businesses. The Franchise Business Coach will work closely with new and existing franchisees to provide ongoing coaching, training, and business development support to ensure franchisees are adopting best practices to improve performance. This role is essential for ensuring franchisees operate efficiently, meet performance goals, and maintain high standards across the network.

• Relationship-Building & Influence: Build trusted advisory relationships with franchise owners that enable constructive feedback, influence, and alignment on operational standards. Conduct regular check-ins (phone, video, and on-site) to understand needs and reinforce best practices.
• Proactive Support & Follow-Up: Maintain structured visit schedules, action plans, and documentation of franchise activities to ensure accountability and compliance. Track issues through resolution and elevate appropriately when risks or delays arise.
• Field Visits & Audits: Conduct routine field visits to assess operational standards, customer experience, and brand compliance. Provide on-site and remote coaching with actionable recommendations to address gaps and improve performance.
• Performance Monitoring: Use dashboards and KPIs to identify performance gaps and partner with franchisees on improvement plans. Document progress and risks clearly for leadership visibility.
• Cross-Functional Collaboration: Partner with franchise development and marketing teams to resolve franchise needs and support growth.

• Bachelor's degree in Business, Management, or related field;
  Master’s degree or certifications in coaching is a plus.
• 5+ years of experience in franchise management, business coaching, or operations, preferably in the insurance or financial services industry.
• Strong understanding of franchise operations, business management, and sales strategies.
• Excellent interpersonal, coaching, and communication skills, with the ability to motivate and influence franchisees without authority.
• High level of professionalism, problem-solving skills, and the ability to manage multiple franchisee relationships.
• Ability to travel (locally) to visit franchise locations on a recurring schedule.
• Proficiency in Microsoft Office Suite and CRM tools.

• Franchise owners trust you as their primary advisor and reach out proactively for support.
• Action plans are created and closed on schedule, with measurable improvements.
• Franchise locations consistently meet Uni Vista operational standards.
• Leadership has clear visibility into franchise performance, risks, and needs.
• Franchises report improved operational efficiency, customer service, and retention as a result of your coaching.

Note: The above statements describe the general nature of the job and are not an exhaustive list of duties. Uni Vista Insurance is an equal opportunity employer. Employment is subject to qualifications, references, and background check.

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