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Senior Territory Manager, Independent Agency Channel - Phoenix AZ Territory

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’s presence and production within an assigned state(s) by building relationships with independent agencies, driving adoption of Branch’s quoting tools, and coaching agencies toward writing business that fits Branch’s appetite. Field-based, in-person account management with territory ownership and a defined production target.

Responsibilities

  • Own the territory. Build and segment a target agency list OR Manage a segmented target agency list, decide where time goes, and iterate on a territory plan.
  • Own the number. Carry a production target for bound premium and policy count; maintain a pipeline view and track against targets.
  • Get in front of agents. Conduct in-person agency visits, lunch-and-learns, and local events to build relationships.
  • Ask for commitments. Leave priority agency conversations with specific production commitments.
  • Pitch Branch effectively. Communicate Branch’s value proposition and differentiators to target producers.
  • Drive quality quoting behavior. Educate agencies on Branch's ideal risk profile to ensure effective quoting and outcomes.
  • Champion staff-first quoting. Train agency stakeholders to quote in Branch's platform.
  • Activate and retain producing agencies. Grow share of target agencies and re-engage quiet ones.
  • Address objections directly. Reframe objections and position Branch as the preferred choice.
  • Report back on the ground truth. Transform territory feedback into actionable insights for 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 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 with a high-travel, self-directed field schedule.
  • Strong in-person presentation and group training skills with credibility with agency principals and producers.
  • Consultative selling acumen; ability to diagnose production barriers and opportunities.
  • Ability to learn a technical, regulated product and teach it; P&C insurance experience preferred but not required (training provided)

Skills

Required:Territory ownership and planningQuota/target attainmentRelationship management with independent agenciesIn-person presentation and trainingConsultative selling
Nice to have:Technical product fluency (P&C insurance)

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 7, 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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