[Hiring] Senior Territory Manager @Branch Financial, LLC

Role Description

Branch’s Senior Territory Manager owns a defined state (or set of states) and grows the volume and quality of business submitted by independent agencies in that territory. You carry a production target and are accountable for hitting it.

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. Your presence in the territory is the product. You set your own call plan, decide where your time is best spent across your agency base, and defend those choices against your number.

The most successful Territory Managers are commercially direct. They are comfortable asking an agency for a commitment and holding them to it. They diagnose why an agency isn’t producing and they reframe objections around total value. They run a disciplined week without anyone telling them where to be and they bring what they hear in the field back to Branch in a form the business can act on.

This role sits at the center of Branch's IA go-to-market strategy and reports to the Director, Territory Management.

Key Responsibilities

• Own the territory.
• Build and segment a target agency list OR Manage a segmented target agency list, and decide where your time goes - which relationships to build, which to rebuild, which to prioritize against your production target. You set and iterate on a territory plan; your manager reviews it.
• Own the number.
• 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.
• Get in front of agents.
• Run and log a consistent cadence of in-person agency visits, lunch-and-learns, and local events to build face-to-face relationships with principals and producers.
• Ask for commitments: Leave priority agency conversations with specific production commitments.
• Pitch Branch effectively.
• 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.
• Champion staff-first quoting.
• Train the relevant stakeholders at agencies to quote in Branch's quoting platform before going into a comparative rater.
• Activate and retain producing agencies.
• Grow the share of target agencies that produce with consistency, and re-engage those that go quiet.
• Address objections directly.
• Regularly address objections agencies and shoppers may have, repositioning Branch as an ideal choice for their business.
• Report back on the ground truth.
• Transform what you're hearing in-territory - competitive intel, pricing friction, product gaps - into insights that inform broader IA strategy.
• Partner cross-functionally with Marketing, Product, Underwriting, and Operations to resolve territory-level barriers to production.

Qualifications

• 5+ years in a quota- or target-carrying field sales role where you owned a defined geography or book of business. Independent agency distribution, territory/field sales, SaaS sales, or a comparable business development role preferred.
• Demonstrated accountability to a specific production number.
• Experience influencing the choices of independent professionals; your success depended on people choosing your product/service over alternatives, not on authority over them.
• Existing relationships with independent agencies in the assigned state(s) are helpful.
• Comfort and experience with managing a high-travel, self-directed field schedule.
• Strong in-person presentation and group training skills, with the ability to quickly establish credibility and rapport with agency principals and producers.
• Consultative selling acumen; able to diagnose why an agency is/isn't producing for Branch and address the actual barriers and opportunities.
• Demonstrated ability to learn a technical, regulated product well enough to teach it. P&C insurance experience is preferred but not required - we’ll train the product and expect command of underwriting appetite, rating, and agency workflow in the first quarter.

Benefits

• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
• Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
• Remote-first (with perks) - Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office.
• Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.
• Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
• Medical, vision, dental - Get all the coverage you need for a healthy, happy life.
• 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

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 don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch job posting found on another site, please check the listings here to verify.
• 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 from the email domain @ourbranch.com to guide you through our process.
• 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. Always be sure to protect your personal information.

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].