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Senior Territory Manager, Independent Agency Channel

Branch Financial, LLC· Independent Agency
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Remote$74.2k - $106k + equityFull-timePosted 2w ago

About the role

Senior Territory Manager responsible for growing branch-insurance business through independent agencies within a defined territory, combining in-person relationship management with quota-driven performance and cross-functional collaboration.

Responsibilities

  • Own the territory: build and manage a target agency list, develop and iterate a territory plan.
  • Own the number: maintain a production target for bound premium and policy count, track pipeline and adjust plans to hit targets.
  • Get in front of agents: conduct in-person agency visits, lunch-and-learns, and local events.
  • Ask for commitments: leave conversations with specific production commitments.
  • Pitch Branch effectively: communicate Branch’s value proposition, appetite, and differentiators to target producers.
  • Drive quality quoting behavior: educate agencies on Branch's ideal risk profile to improve quote outcomes.
  • Champion staff-first quoting: train agency staff to quote in Branch's platform before using a comparative rater.
  • Activate and retain producing agencies: grow share of producing target agencies and re-engage quiet ones.
  • Address objections: handle agency/shoppers' objections and reposition Branch as the preferred option.
  • Report back on the ground truth: convert territory insights into actionable product/strategy feedback.
  • Partner cross-functionally: collaborate with Marketing, Product, Underwriting, and Operations to remove production barriers.

Qualifications

  • 5+ years in a quota- or target-carrying field sales role with defined geography or book of business (independent agency distribution, territory/field sales, SaaS sales, or similar).
  • Proven accountability to a production number.
  • Experience influencing independent professionals to choose your product/service over alternatives.
  • Existing relationships with independent agencies in the assigned state(s) are helpful.
  • Comfort with a high-travel, self-directed field schedule.
  • Strong in-person presentation and group training skills with agency principals and producers.
  • Consultative selling acumen to diagnose and address production barriers.
  • Ability to learn a technical, regulated product; P&C insurance experience preferred but not required (product and underwriting appetite/training provided in first quarter).

Skills

Required:Territory ownership and planningQuota-based salesRelationship managementPresentation and trainingConsultative selling

Benefits

  • Above-market salary
  • Pay equity and transparency
  • Remote-first (with perks)
  • Flexible YouTime with $1000 vacation after first year
  • Employee stock options
  • Medical, vision, dental
  • 401k and contribution matching
Last updated Oct 14, 2026. Interested? Apply on the company site.
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About Branch Financial, LLC

Home and auto insurance that’s simple to buy and built for savings.

Home and auto insurance made easy! See your price and purchase within seconds with just your name and address.

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