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Director, Territory Management

Branch Financial, LLC· Independent Agency
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Remote$105k - $150kFull-timePosted 2w ago

About the role

Leads the field team responsible for growing quality new business through independent agencies, driving aggregate production targets across territories, and building a coordinated go-to-market field sales motion.

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. Ensure all agents have access to the tooling they need to best understand production trends from their target agencies and work to sharpen our collective understanding of where to fish for quality new business.
  • Own and improve the playbook. Set, enforce and improve the standards Territory Managers work against (e.g. agency reintroduction, relationship-building, production commitments, HubSpot logging), and hold the team accountable to them within defined windows.
  • 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, to help steer the relationships productively and drive production.
  • Translate ground truth into strategy. Synthesize territory feedback on competitive intel, pricing friction, product gaps, and feed it back to Branch as prioritized insights.
  • Build team capability. Ensure Territory Managers are equipped to sell effectively with materials, objection handling, product knowledge, and onboarding for reps without a P&C background.
  • Partner cross-functionally with Finance, Marketing, Product, Underwriting, and Operations to remove barriers to production at scale.
  • Drive automation and tooling. Set requirements for systems and workflow changes to increase productivity in CRM, quoting workflow, and agency-facing tools.

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 and teach it; P&C insurance experience is preferred but not required.

Skills

Required:People leadershipChannel/pipeline managementCRM and data analysis

Benefits

  • Above-market salary
  • Pay equity and transparency
  • Remote-first (with perks)
  • Flexible YouTime with $1000 toward next 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.

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