Territory Sales Director - NorCal/OR







The information between the asterisks contains specific information about this position while the information after the asterisks contains general information about jobs in this job family at Nationwide.


Nationwide Private Client Insurance is a bold insurance company dedicated to the development of our associates, unlocking profitable growth opportunities for our independent channel agents and brokers while working relentlessly to meet the distinctive coverage and service needs of our clients. We measure our success by the relationships we build and the trust we earn.

Nationwide Private Client Insurance is a company that services the affluent personal lines market and holds a rating of A+ from both A.M. Best and Standard & Poor's.

Who We Are: In looking for new and innovative ways to help consumers achieve their financial goals, Nationwide Private Client Insurance was created to serve the affluent and high net worth market for Personal Insurance. We seize opportunities, we are relentless on our clients' behalf, we listen and adapt to our agents and we respect their time. Say "yes" to Nationwide Private Client Insurance!

Job DescriptionThe Territory Sales Director (TSD) position is responsible for building strong relationships with our independent channel agencies and using strategic thinking to help them grow their businesses. The TSD will also work closely with Underwriting and Risk Solutions to promote profitable growth in the territory.

Skills, Knowledge and Abilities

+ Ability to respond quickly and promptly to agents and to demonstrate a sense of urgency.

+ Strong knowledge in the daily activities of an independent retail agency.

+ Experience managing an agency relationship preferred.

+ Exceptional relationship building skills.

+ Experience in affluent/high net worth marketplace specifically in personal insurance.

+ Ability to think strategically and convert into action.

+ Exceptional organizational and time management skills.

+ Excellent written and oral communication skills.

+ Ability to manage multiple, changing priorities.

+ Experience in Microsoft Word, Excel, and PowerPoint is helpful


+ This is a work from home position

+ Preferred primary location for this position is Sacramento area, but will also consider the South Bay and the general Bay Area. Will cover Northern California and potentially Oregon agencies.

+ This role requires that the selected candidate live within the sales territory the position serves.

+ Occasional overnight travel required.


JOB SUMMARYResponsible for the achievement of profit and growth goals through the attainment and development of independent agents in assigned territory. Partners with regional sales and underwriting teams to identify opportunities and develop growth and profit strategies.

REPORTING RELATIONSHIPSSales Officer or Sales Director; no direct reports.


+ Develops growing, profitable, independent agencies by assisting with business plans and sales strategies to meet production goals.

+ Provides guidance to agents in identifying actionable steps to increase premium.

+ Responsible for attainment of production, loss ratio, agency appointments, commissions, agency growth goals within assigned territory.

+ Appoints independent agencies; monitors results.

+ Provides instruction and consultation to agents on ways to improve business plans.

+ Terminates agencies as appropriate.

+ Continues to keep up to date regarding new and/or changes to products and rates.

+ Performs analysis of the industry, consumer and competitor information and trends within assigned region; utilizes internal and external sources in order to provide timely, insightful and actionable information to marketing team.

+ May gather, analyze, and disseminate information regarding customers, competitor products, distribution channels, industry, regulatory, technological, demographic and economic environments in order to be responsive to management needs.

+ Provides input to sales leadership regarding products and/or pricing improvements.

+ Performs other duties as assigned.

TYPICAL SKILLS AND EXPERIENCESEducation: Undergraduate degree in general business, insurance, marketing or related fields preferred.

License/Certification/Designations: Technical designations such as CPCU, CLU or equivalent insurance education desirable.

Experience: Minimum of six years experience in marketing, sales, or underwriting in the insurance industry. Experience in property casualty operations is highly desirable. Experience in the affluent client, insurance and financial services market preferred.

Knowledge: Proven knowledge of sales program implementation, distribution systems, and training concepts involving products, rules, and rating plans. Working knowledge of state laws and regulations required.

Skills/Competencies: Must have good verbal and written communication skills in order to distribute information to leadership and to motivate agents. Must be action oriented and drive for results. Ability to set work priorities and to initiate, evaluate and recommend solutions to upper management. Must have project management concepts and PC-based software programs skills.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

JOB CONDITIONSOvertime Eligibility: Not Eligible (Exempt).

Working Conditions: Normal office environment. Frequent travel within assigned region. Most sales managers work from a remote location, such as an office out of their home. A valid driver's license and safe driving record are required.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

Job Family/Function: SLS/ICBJob Evaluation Activity: Evaluated December 2013 - JDC

Share this Job

Other Locations For This Job