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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 schedule effectively.
Highest-signal resume keywords
Quota-Carrying Sales ExperienceIndependent Agency DistributionConsultative Selling AbilityStrong 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 AccountabilityAgency Workflow ManagementQuoting Platform TrainingCompetitive Intelligence ReportingRisk Profile Education
Soft Skills
Influencing Without AuthorityGroup Training SkillsRelationship BuildingProblem SolvingCommunication
Industry Keywords
Field SalesSaaS SalesTerritory ManagementAgency EngagementUnderwriting Appetite
About the role
Key responsibilities & impact- Own a defined state or set of states and grow business volume and quality from independent agencies
- Carry and achieve production targets for bound premium and policy count
- Build, segment, and manage a target agency list and territory plan
- Maintain pipeline visibility into appointed agencies, quoting trends, and bound premium
- Conduct in-person agency visits, lunch-and-learns, and local events
- Secure specific production commitments from priority agencies
- Present Branch’s value proposition, appetite, and differentiators
- Educate agencies on ideal risk profiles to improve binding, retention, and performance
- Train agency stakeholders to use Branch’s quoting platform before comparative raters
- Activate, retain, and re-engage producing agencies
- Address agency and shopper objections
- Report competitive intelligence, pricing friction, and product gaps to Branch
- Partner with Marketing, Product, Underwriting, and Operations to resolve territory 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 independent professionals without relying on authority
- Existing relationships with independent agencies in 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 ability to diagnose production barriers and opportunities
- Ability to learn and teach a technical, regulated product
- P&C insurance experience preferred but not required
- Command of underwriting appetite, rating, and agency workflow expected in the first quarter
- Currently authorized to work in the United States on a full-time basis
- Ability to travel 50–70% within the territory
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
- Medical, vision, and dental coverage
- 401(k) with contribution matching
- Company-wide BranchFest gathering
- Reasonable accommodations throughout the hiring process and in the role
