• 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