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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in territory management and agency relationship building, with a strong focus on achieving production targets and educating stakeholders on technical products. Proven ability to influence independent agencies and manage a high-travel field schedule effectively.
Highest-signal resume keywords
Quota-Carrying Sales ExperienceIndependent Agency DistributionConsultative Selling AcumenStrong Presentation SkillsP&C Insurance Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Production Target AccountabilityTerritory PlanningPipeline ManagementQuoting Platform TrainingCompetitive Intelligence Analysis
Soft Skills
In-Person Presentation SkillsGroup Training SkillsRelationship ManagementObjection Handling
Industry Keywords
Field SalesSaaS SalesBusiness DevelopmentAgency EngagementRisk Profile Education
About the role
Key responsibilities & impact- Own a defined state or set of states and grow the volume and quality of business submitted by independent agencies
- Carry and achieve production targets for bound premium and policy count
- Build, segment, and manage a target agency list
- Set and iterate on a territory plan
- Maintain pipeline views of appointed agencies, quoting trends, and bound premium by agency
- Conduct in-person agency visits, lunch-and-learns, and local events
- Secure specific production commitments from priority agencies
- Communicate Branch’s value proposition, appetite, and differentiators
- Educate agencies on Branch’s ideal risk profile
- Train agency stakeholders to use Branch’s quoting platform before comparative raters
- Activate, retain, and re-engage producing agencies
- Address agency and shopper objections
- Provide competitive intelligence and field insights to inform IA strategy
- Partner with Marketing, Product, Underwriting, and Operations to resolve territory-level barriers
- Report to the Director, Territory Management
Requirements
What you’ll need- 5+ years in a quota- or target-carrying field sales role owning a defined geography or book of business
- Independent agency distribution, territory/field sales, SaaS sales, or comparable business development experience preferred
- Demonstrated accountability to a specific production number
- Experience influencing the choices of independent professionals
- Existing relationships with independent agencies in the assigned state(s) helpful
- Comfort and experience managing a high-travel, self-directed field schedule
- Strong in-person presentation and group training skills
- Consultative selling acumen
- Ability to learn and teach a technical, regulated product
- P&C insurance experience preferred but not required
- Applicants must be currently authorized to work in the United States on a full-time basis
- Must be able to meet 50–70% in-territory travel requirement
Benefits
Comp & perks- Above-market salary
- Pay equity and transparency
- Remote-first work arrangement
- Work-from-home setup and monthly internet covered
- Flexible YouTime / encouraged time off
- $1000 toward next vacation after first year
- Employee stock options for full-time employees
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k) with contribution matching
- Annual company gathering (BranchFest)
