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Senior Territory Manager, Independent Agency Channel - Chicago IL Territory

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

About the role

Senior Territory Manager owns a defined state or set of states, growing the volume and quality of business submitted by independent agencies in the territory. Field-based, relationship-first role focused on agency principals and producers, with in-person visits, commitments, and coaching to write business that fits Branch appetite.

Responsibilities

  • Own the territory: build/segment target agency list, manage territory plan, decide where to spend time and which relationships to prioritize.
  • Own the number: carry a production target for bound premium and policy count, maintain pipeline, track progress, and adjust plans.
  • Get in front of agents: perform in-person visits, lunch-and-learns, and local events to build relationships.
  • Ask for commitments: leave conversations with specific production commitments.
  • Pitch Branch effectively: communicate Branch value proposition, appetite, and differentiators to target producers.
  • Drive quality quoting behavior: educate agencies on Branch's ideal risk profile to ensure quotes bind and perform.
  • Champion staff-first quoting: train agency stakeholders to quote in Branch’s platform before using a comparative rater.
  • Activate and retain producing agencies: grow share of target agencies that produce consistently and re-engage those that go quiet.
  • Address objections directly: handle concerns and reposition Branch as the ideal choice.
  • Report back on the ground truth: transform territory insights into actionable business strategy.
  • Partner cross-functionally: work 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 with defined geography or book of business (Independent agency distribution, territory/field sales, SaaS sales, or similar).
  • Demonstrated accountability to a specific 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 managing a high-travel, self-directed field schedule.
  • Strong in-person presentation and group training skills with agency principals and producers.
  • Consultative selling acumen; ability to diagnose why an agency is/isn't producing and address barriers.
  • Ability to learn a technical, regulated product; P&C insurance experience preferred but not required; willing to train on underwriting appetite, rating, and agency workflow in the first quarter.

Skills

Required:Territory managementSales targeting and pipeline managementIn-person selling and training

Benefits

  • Above-market salary
  • Pay equity and transparency
  • Remote-first (with perks)
  • Flexible YouTime (after first year $1000 vacation stipend)
  • 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.

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