Director, Territory Management — Remote-First with Stock Options

Branch Financial, LLC

Columbus (OH)

Remote

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Above-market salary
Pay equity
Remote-first
Vacation stipend
Stock options
Medical insurance
Vision insurance
Dental insurance
401k matching

Job summary

Branch, a Columbus-based insurance company, is seeking a Director, Territory Management to lead its field sales expansion. You will spend substantial time in-market with territory managers, coaching agency visits, and turning territories into a coordinated go-to-market motion.

You will build and refine a playbook, calibrate agency prioritization, report on territory performance, and partner with Finance, Marketing, Product, Underwriting, and Operations to remove barriers to growth.

Qualifications

  • 8+ years in independent agency distribution or field sales.
  • 4+ years managing quota-carrying field teams.
  • Experience building and scaling a field team.
  • CRM experience (HubSpot) and forecasting.
  • P&C insurance knowledge preferred; training provided.
  • Strong communication and stakeholder management.

Responsibilities

  • Lead the Senior/Territory Managers and own territory strategy.
  • Carry production targets across territories and explain variances.
  • Calibrate agency prioritization and provide tools for insights.
  • Develop playbooks and ensure compliance with standards.
  • Aggregate pipeline and report to leadership.
  • Engage with top agencies and build strategic relationships.
  • Translate field insights into strategic actions.
  • Coach and onboard reps, including those without P&C background.
  • Partner with Finance, Marketing, Product, Underwriting, and Ops.
  • Drive automation for CRM, quoting workflow, and tools.

Skills

Agency distribution
Field sales
Quota management
CRM (HubSpot)
P&C insurance knowledge
Strategic leadership
Stakeholder management
Communication

Tools

HubSpot

Job description

Branch, a Columbus-based insurance company, is seeking a Director, Territory Management to lead its field sales expansion. You will spend substantial time in-market with territory managers, coaching agency visits, and turning territories into a coordinated go-to-market motion.

You will build and refine a playbook, calibrate agency prioritization, report on territory performance, and partner with Finance, Marketing, Product, Underwriting, and Operations to remove barriers to growth.

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