Small Business Territory Leader (Western Zone)

Key Responsibilities

• Translate the Small Business strategy into clear regional priorities, sales plans, and execution rhythms.
• Drive disciplined sales management practices, including goal setting, forecasting, pipeline management, and performance reviews.
• Lead regional execution of segmentation, agency engagement strategy, and growth initiatives.
• People Leadership & Talent Development
• Lead, coach, and develop Territory Managers supporting the assigned territory.
• Own hiring, onboarding, performance management, and succession planning for the zone.
• Build a strong performance culture grounded in accountability, coaching, and continuous improvement.
• Agency & Market Engagement
• Serve as a senior sales presence with key agency partners across the assigned territory, including joint planning, escalations, and growth discussions.
• Ensure a consistent agency experience across field and virtual sales engagement models.
• Monitor market trends, competitive dynamics, and agency needs to inform regional strategy and priorities.
• Cross-Functional Partnership
• Partner closely with Underwriting, Product, Distribution, and other business units to ensure alignment and execution.
• Proactively identify process or capability gaps impacting sales performance and drive solutions.
• Support change initiatives and operational improvements that enhance agent experience and sales productivity.
• Execution & Governance
• Establish clear operating rhythms for the region, including monthly reviews, performance tracking, and action planning.
• Use data and insights to identify trends, risks, and opportunities, adjusting strategy as needed.
• Manage priorities, remove barriers, and ensure focus on the highest-impact activities.

Qualifications

• 8+ years of progressive experience in insurance sales, sales leadership, or business development.
• Demonstrated success leading sales teams across multi-state or complex territories.
• Strong understanding of small business insurance distribution and agency dynamics.
• Proven ability to drive profitable growth.
• Bachelor’s degree in Business, Marketing, or related field, or equivalent experience.
• Valid driver’s license and ability to travel regularly within the assigned territory.