Senior Territory Manager – Remote-First Agency Growth

Branch Financial, LLC; Ohio; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Remote-first

Stock options

Home office stipend

Job summary

Branch is seeking a Senior Territory Manager in the United States to own a defined state or set of states, driving growth with independent agencies and meeting production targets for bound premium and policy counts.

This field-based, relationship-first role requires building trust with agency principals, coaching them on Branch quoting tools, and collaborating with Marketing, Product, Underwriting, and Operations to remove barriers and scale adoption.

Qualifications

• 5+ years in a quota- or target-carrying field sales role with defined geography.
• Experience managing a high-travel, self-directed field schedule.
• Strong in-person presentation and group training skills with agency principals.

Responsibilities

• This is a relationship-first, feet-on-the-street role: you'll be the face of Branch to agency principals and producers, responsible for building trust, driving adoption of Branch's quoting tools, and coaching agencies toward writing business that fits our appetite.
• The role replaces a remote, digitally delivered agency management model with an in-person, field-based one.
• Build and segment a target agency list or manage a segmented target agency list, and decide where your time goes.
• Carry a production target for bound premium and policy count in your territory.
• Maintain a pipeline view of appointed agencies, quoting trends, and bound premium by agency.
• Track against target throughout the period, flag haps early, and adjust your plan to close them.
• Run and log a consistent cadence of in-person agency visits, lunch-and-learns, and local events to build face-to-face relationships.
• Clearly communicate Branch's frictionless value proposition, appetite, and differentiators and ensure target producers understand Branch’s core value.
• Drive quality quoting behavior. Educate agencies on Branch's ideal risk profile so the business they quote binds, retains, and performs.
• Train the relevant stakeholders at agencies to quote in Branch's quoting platform before going into a comparative rater.
• Grow the share of target agencies that produce with consistency, and re-engage those that go quiet.
• Partner cross-functionally with Marketing, Product, Underwriting, and Operations to resolve territory-level barriers to production.
• Bound premium and policy count from assigned territory, measured against target
• Quality of business: % of growth against ideal customer profile (bundled home and auto customers with CovA between $400k-$1.2m) of target agencies actively producing with consistency

Skills

Quota sales

Field sales

High travel

Presentation skills

Training skills

Job description

Branch is seeking a Senior Territory Manager in the United States to own a defined state or set of states, driving growth with independent agencies and meeting production targets for bound premium and policy counts.

This field-based, relationship-first role requires building trust with agency principals, coaching them on Branch quoting tools, and collaborating with Marketing, Product, Underwriting, and Operations to remove barriers and scale adoption.