Empathy · 11 hours ago
Regional Vice President, Wholesaling
New York, United States
Full-time
Hybrid
Lead/Staff, Director/Executive
$200K/yr - $250K/yr
2+ years expEmpathy is transforming the way families navigate life’s most difficult times, and they are seeking a Regional Vice President to serve as the external face of their partnerships. This role involves driving sales and adoption of Empathy-enabled insurance products by building relationships with advisors and distribution partners within assigned territories.
AppsHealth CareInformation TechnologySoftware
Responsibilities
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
Qualification
Required
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
Stock options in the company
Premium healthcare
Comprehensive paid time off
Flexible parental leave
Premium access to the Empathy platform and support for employees and their families
Company-sponsored 401(k) plan and up to a 4% employer match
Competitive stock options
Annual retreats
Team lunches for our NYC office
Remote employee stipend
Company
Empathy
Empathy is a support system mobile application that guides and supports families along the journey of loss.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$162MKey Investors
Adams Street PartnersIndex VenturesEntrée Capital
2025-05-29Series C· $72M
2024-03-12Series B· $47M
2021-09-30Series A· $30M
Leadership Team
Ron Gura
Co-Founder & CEO
Yonatan Bergman
Co-Founder and CTO
Recent News
Index Ventures
2025-12-10
Company data provided by crunchbase