Katie Bures

Observer
DISC Type : ci

RVP, Midwest Wholesaling at Empathy

Iowa City-Cedar Rapids Area, United States

Overview

Katie is the Regional Vice President at Empathy, drawing on extensive experience in the financial services industry with firms like Nationwide Financial and MissionSquare Retirement. She is a Certified Retirement Counselor® (CRC®) and a graduate of the University of Iowa.

Outside of her professional life, Katie has a background in competitive sports as a former collegiate diver for the University of Iowa. She also shows a keen interest in mental well-being, often sharing content about gratitude, stress reduction, and finding daily joy.

Unique fact: During her time at the University of Iowa, Katie was a key member of the swimming and diving team, leading the Hawkeyes in one- and three-meter diving events.

Personality Overview

Curious

Assertive

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Financial Wellness
Her career has focused on financial services and retirement planning, underscored by her Certified Retirement Counselor® certification.
Client Relationships
Previous roles at Nationwide Financial and MissionSquare Retirement explicitly mention her skills in managing key client relationships and sales pipelines.
Mental Well-being
She actively shares content and tips related to reducing stress, practicing gratitude, and improving mental health.

Media Appearances

Katie has no verified media appearances

Work History

3-2026
RVP, Midwest Wholesaling at Empathy
3-2023 - 3-2026
Consultant, Regional Internal at Nationwide Financial
2-2017 - 3-2023
Retirement Plans Specialist at MissionSquare Retirement (formerly ICMA-RC)
10-2015 - 2-2017
Internal Sales Specialist at Transamerica
2-2015 - 10-2015
Internal Sales Director at Transamerica

Education

2002 - 2005
Bachelor of Arts (B.A.) from University of Iowa
2001 - 2002
Biology from Northern Illinois University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Iowa City-Cedar Rapids Area, United States Job Level : N/A Designation : RVP, Midwest Wholesaling at Empathy
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Katie

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They like to analyze well and then make their decisions.
  • Can Katie take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Katie

Personality Compatibility


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