Empathy

Regional Vice President, Wholesaling

Empathy

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $200,000 - $250,000 per year

Job Level

Lead

About the role

  • 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

Requirements

  • 2–4+ years of experience in life insurance carrier distribution, estate planning solutions, or advisor-facing roles within carriers, IMOs, BGAs, or wealth management firms.
  • Entrepreneurial mindset with a passion for innovation and partnership in a fast-paced, mission-driven company.
  • Proven track record as a wholesaler, regional vice president, or account manager in the life insurance, annuity, or financial services industry.
  • Strong understanding of the carrier-advisor ecosystem and how value-add solutions are distributed through existing insurance products.
  • Excellent relationship management skills, with the ability to educate, motivate, and influence financial advisors who represent carrier offerings that include Empathy.
  • Experience conducting field meetings, CE events, and webinars for advisors and distribution partners.
  • Ability to manage a territory independently while maintaining high standards of accountability and communication.
  • Strong organizational and analytical skills with experience using CRMs and reporting dashboards, preference towards experience with Salesforce.
  • Comfortable collaborating cross-functionally with marketing, client success, and internal sales teams.
  • Comfortable with video conferencing (zoom, google meet, etc), Powerpoint/Keynote, Slack
  • Soft skills - experience with consultative selling, ability to build pull through across multiple distribution channels, comfort presenting in front of various sized audiences of advisors (10-200), strong emotional intelligence.
Benefits
  • 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
life insurance distributionestate planning solutionswholesalingaccount managementrelationship managementconsultative sellingterritory managementdata analyticsreporting dashboardsadvisor engagement
Soft Skills
entrepreneurial mindsetinnovationpartnershiprelationship buildingmotivationinfluenceorganizational skillsanalytical skillsemotional intelligencecommunication