Empathy

Account Executive

• Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
• Formulate strategic deal models and cultivate substantial, intricate partnerships
• Identify and capitalize on new business prospects, driving revenue and fostering sustainable financial growth
• Engage and influence senior leadership at major financial institutions
• Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts
• Foster connections with industry experts for strategic collaborations and business expansion
• Collaborate closely with Product and Marketing teams to develop holistic solutions

Strategic Account Executive, Insurance & Wealth

Insurance

• Lead a team of highly qualified enterprise sellers
• Recruit and retain top sales talent
• Cultivate and oversee a dynamic sales pipeline
• Identify and capitalize on new business prospects
• Engage and influence senior leadership at major financial institutions
• Lead negotiations throughout the sales process
• Foster connections with industry experts for strategic collaborations

RVP Sales, Insurance & Wealth Solutions

• Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
• Formulate strategic deal models and cultivate substantial, intricate partnerships
• Identify and capitalize on new business prospects, driving revenue and fostering sustainable financial growth
• Engage and influence senior leadership at major financial institutions, bringing a confident and credible executive presence to every interaction
• Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts
• Foster connections with industry experts for strategic collaborations and business expansion
• Collaborate closely with Product and Marketing teams to develop holistic solutions
• Tag team with other Insurance and Wealth department members at industry events and joint deals

Senior Sales Manager, Insurance & Wealth

Sales

• Lead a team of highly qualified enterprise sellers
• Recruit and retain top sales talent through training, support and development
• Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
• Identify and capitalize on new business prospects, driving revenue and fostering sustainable financial growth
• Engage and influence senior leadership at major financial institutions, bringing a confident and credible executive presence to every interaction
• Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts
• Foster connections with industry experts for strategic collaborations and business expansion

RVP Sales, West

Vice President

• Serve as Empathy’s key point of contact within assigned carriers, distribution partners, and advisor channels [within assigned territory], helping drive sales and adoption of Empathy-enabled insurance products.
• Work closely with carriers and insurance distribution partners (IMOs, BGAs, BBAs) to execute regional growth plans and drive alignment with Empathy’s national strategy.
• Learn the carrier partner’s value prop and education on product offerings that include Empathy.
• Partner with Carrier to coordinate priorities, messaging, and joint strategy.
• Build and strengthen advisor relationships within insurance carriers defined in your territory—helping advisors understand how to integrate Empathy into their client conversations and overall service model.
• Conduct joint meetings with RVP/External wholesalers of insurance firms, including advisor meetings, CE sessions, webinars, and local events.
• Collaborate closely with our field marketing, client success and other internal teams to deliver the most up-to-date experience/materials about Empathy.
• Collaborate with your Internal Wholesaler [within your designated territory] to maintain accurate Salesforce (CRM) reporting, monitor advisor engagement, and drive consistent follow-up with all carrier and distribution partners.
• Maintain regular weekly & monthly reporting & data analytics dashboards on advisor engagement, utilization, and policy activation; identify opportunities to expand adoption within existing relationships.
• Create, develop and manage territory business plans with your Team Leader, setting measurable goals around advisor activation, event participation, and policy utilization.
• Deliver quarterly territory business plans and performance updates to Team Leader.
• Adhere to set monthly activity standards (meetings, visits, events) to reach activation goals.
• Represent Empathy at key regional and national conferences, fostering visibility and thought leadership within assigned markets.
• Provide ongoing feedback from the field to internal stakeholders on insurance carrier performance, market trends, and advisor sentiment to inform strategy and product and marketing enhancements.
• Contribute to the broader wholesaling team culture by sharing best practices, participate in team meetings, ongoing training and development and collaborating on national initiatives.
• Travel: Between 50-70%, including conferences, field events, and advisor engagement sessions

Regional Vice President, Wholesaling

• Lead a team of highly qualified enterprise sellers
• Recruit and retain top sales talent through training, support and development
• Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
• Identify and capitalize on new business prospects, driving revenue and fostering sustainable financial growth
• Engage and influence senior leadership at major financial institutions
• Lead negotiations throughout the sales process to secure favorable terms
• Foster connections with industry experts for strategic collaborations and business expansion

Strategic Account Executive, Insurance & Wealth

RVP Sales, Insurance & Wealth Solutions

Senior Sales Manager, Insurance & Wealth

RVP Sales, West

Regional Vice President, Wholesaling

Sales Leader