Job Description

Empathy is transforming the way families navigate life’s most difficult times - from the loss of a loved one to other major life transitions. By combining technology with compassionate human care, we bring clarity, comfort, and peace of mind when it matters most.

We partner with leading employers, insurers, and financial institutions to deliver meaningful, human-centric support at scale. Today, Empathy supports over 45 million people across North America.

Backed by top-tier investors including General Catalyst, Index Ventures, Adams Street, Aleph and Entreé Capital. We've raised over $160 million to date, including a $72 million Series C, to expand our impact and scale our mission worldwide.

About the Team

The Internal Wholesaler is a vital strategic partner to Empathy’s External Wholesalers, driving the day-to-day execution that keeps each territory running at full strength. This role leads the operational, analytical, and communication workflows that empower the field team to deepen advisor engagement and accelerate adoption of Empathy-enabled insurance products.

You will collaborate closely with External Wholesalers ensuring strong CRM discipline, accurate reporting, and coordinated advisor and partner interactions. This is the central hub role that keeps the wholesaling engine running smoothly. This role will report to the VP, Account Partnerships & Distribution.

In this role you will

Key Responsibilities

Territory Support & Advisor Coordination

• Partner directly with your assigned External RVP to manage scheduling, follow-up, advisor outreach, and ongoing support across partner and advisor accounts.
• Maintain consistent communication rhythms to ensure visibility into activities, priorities, and upcoming meetings.
• Help reach KPIs, Activity Standards, and Success Metrics assigned for territory/region in partnership with External RVP for meeting/outreach activity expectations, follow up SLAs, reporting accuracy metrics, advisor engagement milestones & ongoing adoption, and support of partner activation goals.
• Ensure all outbound communication, follow-up, and advisor interactions comply with regulatory standards and internal guidelines.
• Maintain expert-level knowledge of Empathy’s solutions and how they integrate with carrier products to support advisor education.
• Monitor utilization and beneficiary activation trends to support proactive outreach campaigns.

CRM & Reporting Excellence

• Maintain accurate, timely CRM data (Salesforce preferred), capturing advisor interactions, meetings, and events with full fidelity.
• Ability to produce targeted marketing cadences via sales enablement features within SalesForce for proactive outreach.
• Produce territory dashboards, KPI reports, and pipeline summaries to give leadership and partners clear visibility into activity and outcomes on weekly/monthly basis.

Event & Meeting Coordination

• Coordinate logistics for advisor events, CE sessions, webinars, and conferences—registration, communication, materials preparation, and post-event reporting.
• Collaborate with Field Marketing for aligned materials and field readiness (not ownership of content or advance planning).

Cross-Functional Partnering

• Serve as the operational liaison between the wholesaling team, Client Success Management, Field Marketing, and Business Development to ensure clear communication and smooth partner experiences.
• Support execution of regional business plans, ensuring territory activities map to broader national priorities.

Operational & Administrative Support

• Manage travel arrangements, budgeting, and expense submissions for your assigned External Wholesaler in accordance with company policies.
• Assist in preparing presentations, proposals, meeting recaps, and follow-up materials.

Analytics & Insights

• Track advisor adoption, engagement, and activation metrics; synthesize insights to help identify opportunities for improved field performance.
• Suggest process improvements to enhance the speed, accuracy, and efficiency of territory operations.

Career path/Growth

• This role has potential to be a feeder for external wholesaling roles.
• Travel Expectations - Light - less than 5%-10% (i.e. Annual Empathy team meetings, Occasional National/Regional Conferences, Possible Partner kick offs)

Requirements

What We’re Looking For

• 3+ years of experience in internal wholesaling, sales coordination, field marketing, or sales operations within insurance, financial services, or a related industry.
• Have a keen sense of understanding around carrier product integration, partner distribution models, & advisor use cases.
• Strong command of CRM systems (Salesforce preferred) and experience building or maintaining dashboards and activity reports.
• Highly organized, detail-oriented, and proactive — able to manage multiple deadlines and priorities in a fast-paced environment.
• Excellent written and verbal communication skills; comfortable interacting with senior leaders, partners, and advisors.
• Collaborative team player who thrives on supporting others and ensuring shared success.
• Proficiency in Excel/Google Sheets and basic familiarity with reporting tools and experience generating simple financial and/or activity analyses.
• Passion for operational excellence, process improvement, and contributing to a mission-driven organization.
• Comfortable with video conferencing (zoom, google meet, etc), Powerpoint/Keynote, Slack

The salary for this position ranges between $100,000 - $120,000 which includes base salary and variable components. This is decided based on many factors, including but not limited to: skills, qualifications, and geographic location. In addition to base salary, we are proud to offer stock options in the company and a competitive benefits package.

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!