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Strategic Account Executive, Insurance – Wealth
EmpathyStrategic Account Executive driving enterprise sales in the Insurance & Wealth sector for Empathy. Collaborating with financial institutions to foster innovation and deliver meaningful support solutions.
Posted 7/30/2026full-timeRemote • California, Illinois, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $160,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in cultivating sales pipelines and strategic partnerships within the Insurance and Wealth sector, with a strong focus on business development and contract negotiation. Proven ability to engage C-level executives and navigate complex sales cycles to drive revenue growth.
Highest-signal resume keywords
5+ Years Sales ExperienceSaaS Sales ExpertiseBusiness DevelopmentMEDDIC/MEDDPIC MethodologyC-Level Executive Engagement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline ManagementContract NegotiationRevenue Growth StrategiesOpportunity ManagementEnterprise-Level Sales Cycles
Soft Skills
Influencing SkillsExecutive PresenceCollaboration
Industry Keywords
Insurance SectorWealth ManagementFinancial InstitutionsHigh Six-Figure ACVClaims Decision-Making Processes
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 5+ years of successful sales experience within a SaaS organization, preferably selling into financial or insurance institutions.
- 3+ years of experience in hands-on business development work, from value creation to contract negotiation, funnel creation, and opportunity management.
- Familiarity and experience applying and running a MEDDIC or MEDDPIC sales methodology.
- Ability to confidently present to — and build trust with — C-level executives at Fortune 500 firms, with the presence and polish to influence strategic decision-making at the highest levels.
- Demonstrated success in navigating complex, enterprise-level sales cycles involving multiple stakeholders, and averaging high six-figure ACV agreements.
- Proven track record of surpassing quotas in high-growth sales environments.
- General familiarity with U.S. Insurance and Wealth products/services and claims decision-making processes is a plus — deep domain expertise is not required and can be developed on the job.
- Willingness to travel across the U.S. (approximately 15% travel).
Benefits
Comp & perks- premium healthcare
- comprehensive paid time off
- flexible parental leave
- premium access to the Empathy platform for bereavement care
- company-sponsored 401(k) plan with up to a 4% employer match
- competitive stock options
- annual retreats
- team lunches for NYC office
- remote employee stipend