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Senior Territory Manager, Independent Agency Channel - Columbus OH Territory

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

About the role

Senior Territory Manager responsible for growing branch’s independent agency business within a defined state or set of states, primarily through in-person field engagement with agency principals and producers, with a quota and production targets and a focus on adoption of Branch’s quoting tools.

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; 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.

Skills

Required:Territory managementQuota-based selling

Benefits

  • Above-market salary
  • Pay equity and transparency
  • Remote-first (with perks)
  • Flexible YouTime - after first year, $1000 toward next vacation
  • Employee stock options
  • Medical, vision, dental
  • 401k and contribution matching
Last updated Oct 7, 2026. Interested? Apply on the company site.
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About Branch Financial, LLC

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