[Hiring] Director, Territory Management @Branch Financial, LLC

Role Description

Branch’s Director, Territory Management leads the field team responsible for growing quality new business through independent agencies. You carry an aggregate production target Branch’s US target market and are accountable for achieving it.

Branch is moving from a remote, digitally delivered agency management model to an in-person one. This role is to build and continuously improve a new field sales organization. Your first job is to help it form, ramp and produce desired results.

You will spend a meaningful share of every month in-market with your territory managers - riding along on agency visits, coaching live, and seeing for yourself what is and isn’t working in each state. You'll be the person who turns individual territories into one coordinated, accountable go-to-market motion.

The most successful leaders are comfortable holding people to a number without losing them, model the motion they are coaching to, not just describe it, and design territories that are demanding and achievable. They turn what the team hears across territories into a case the business can act on.

Key Responsibilities

• Lead the team.
• Manage, coach, and develop the team of Senior/Territory Managers, ensuring each owns a clear territory strategy and a prioritized agency list.
• Own the channel number.
• Carry a production target for bound premium and policy count across territories. Build it bottom-up from individual targets, forecast against it, and explain variance before you are asked.
• Calibrate agency prioritization.
• Own the framework for how agencies get tiered and ensure Territory Managers are applying it consistently.
• Own and improve the playbook.
• Set, enforce and improve the standards Territory Managers work against.
• Aggregate and report on territory performance.
• Roll up pipeline, quoting trends, and bound premium across all territories; report against target to leadership.
• Escalate and lead the highest-value relationships.
• Personally engage with priority agencies alongside your Territory Managers.
• Translate ground truth into strategy.
• Synthesize what Territory Managers are hearing in-territory.
• Build team capability.
• Ensure Territory Managers are equipped to sell effectively.
• Partner cross-functionally with Finance, Marketing, Product, Underwriting, and Operations.
• Drive automation and tooling.

How Success Is Measured

• Channel Growth: Bound premium and policy count across all territories, measured against target.
• Quality of business: % of team-wide growth against ideal customer profile.
• Agent activation: % of priority agencies across all territories actively producing with consistency.
• Team performance: % of Territory Managers meeting their 60-day (and ongoing) field expectations on schedule.

Qualifications

• 8+ years in independent agency distribution, field sales or comparable B2B sales/business development, including 4+ years directly managing quota-carrying field team.
• Demonstrated accountability for a channel, regional or divisional number.
• Experience building a team (vs. inheriting) preferred.
• Track record of building or scaling a field team and holding it to clear performance standards.
• Experience running pipeline and forecast in a CRM (HubSpot or comparable).
• Demonstrated ability to learn a technical, regulated product well enough to teach it.
• Comfort operating at both the strategic level (territory/portfolio performance) and the tactical level.
• Strong communication and stakeholder-management skills.
• Ability to translate field-level insight into strategy leadership can act on.

Benefits

• Above-market salary.
• Pay equity and transparency.
• Remote-first (with perks).
• Flexible YouTime.
• Employee stock options.
• Medical, vision, dental coverage.
• 401k and contribution matching.

What to expect

In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us):

• Please apply to open positions directly through our site.
• If you're selected to move onto the next phase of the hiring process, a member of our Branch talent team will reach out to you directly.
• The process will include a number of interviews, which will all happen either over the phone or on video calls.
• We will never ask for personal payment or require you to purchase equipment during our interview process.

Equal Employment Opportunity Employer

At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity employer. All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

Accommodations

Branch provides reasonable accommodations to qualified individuals with disabilities throughout the hiring process and in the role. To request one, contact [email protected] .