Strategic Account Executive, Insurance & Wealth, West

The team is composed of dynamic business development leaders with diverse experience and expertise, united by a shared passion for achieving ambitious goals, driving our mission forward, and delivering exceptional results. Together, we are dedicated to making a meaningful impact, fostering innovation, and setting new standards of success in the industry. We are seeking Strategic Account Executives located in key growth territories across the central and western US — including Chicago, Dallas, Houston, and the broader Midwest/South — to help balance our growing West Coast presence. Note: Reps are expected to work core hours aligned with their assigned territory's time zone.

Responsibilities 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 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). Preferred: Prior exposure to Insurance and Wealth organizations is a plus, not a requirement Strong understanding of Insurance and Wealth agents' needs and pain points Familiarity with platforms such as Salesforce and Gmail.

Compensation &

Benefits The salary for this position is approximately $160,000 base salary with uncapped annual variable based on goal attainment, plus equity and full

benefits package. The exact

compensation is decided based on many factors, including but not limited to: skills,

qualifications, and geographic location. To support our employees, we offer comprehensive

benefits both in and out of the office. These include premium healthcare, comprehensive paid time off, and flexible parental leave. Our bereavement care includes premium access to the Empathy platform and support for employees and their families. We support financial wellness with a company-sponsored 401(k) plan and up to a 4% employer match, along with competitive stock options. With annual retreats, team lunches for our NYC office, and a remote employee stipend, we prioritize spending time together and investing in our people. We hope you will want to join our exceptional team! Apply now At Empathy, we believe that our workforce should reflect the range and variety of the families we serve. We are an equal opportunity employer, where all employment decisions are made without regard to age, sex, race, ethnicity, nationality or nation of origin, religion, ability, medical condition, marital status, pregnancy, gender identity or expression, sexual orientation, veteran status, or any other status protected by local, state, or federal law. Solutions Financial Institutions Employers & HR Benefit Consultants Health Plans Platform Empathy Loss Support™ Empathy LifeVault™ Empathy Caregiving™ Empathy Leave Support™ Empathy Connect™ Resources Research Events & Webinars Articles All Resources FAQ Knowledge Base Families Company About Customers Press Our Experts The Alliance Careers Contact Us Keep in touch Privacy Policy Terms of service Cookie Policy Your Privacy Choices © 2020-2026 Empathy. All rights reserved.

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