Surrogate Advisor

International Fertility Insurance is dedicated to helping individuals achieve their dreams of family through surrogacy. As a Surrogate Advisor, you will guide potential surrogates through their journey, utilizing your communication skills to support and inform them while achieving lead conversion goals.

Responsibilities

• Meet and exceed weekly, monthly, and quarterly goals for lead conversion
• Engage and follow up with prospective surrogates through phone, text, and email to drive progress through the application funnel
• Serve as a brand ambassador, representing Circle’s mission with professionalism and empathy
• Track applicants through each stage of the prescreening and screening process, ensuring timely movement toward departmental goals
• Review applications and gather additional information needed for evaluation
• Prepare prescreening paperwork for delivery to the Screening team
• Maintain accurate data entry and documentation in CRM and shared systems
• Collaborate with the Matching and Screening teams to ensure a smooth transition to surrogate matching with intended parents
• Partner with colleagues across departments to streamline processes and keep systems accurate and up to date
• Uphold Circle Surrogacy’s professional standards in all internal and external communications
• Perform additional tasks and contribute to team projects as assigned

Skills

• Prior experience in sales, customer service, or meeting high-demand quotas required
• Strong verbal and written communication skills with a passion for relationship building
• High attention to detail with the ability to multitask and prioritize
• Strong problem-solving skills and critical thinking abilities
• Experience in a fast-paced, deadline-driven environment
• Self-starter with a goal-oriented growth mindset who thrives both independently and as part of a team
• Bachelor's degree preferred but not required
• Familiarity with CRM databases (Salesforce, Sugar CRM, or equivalent) preferred

Benefits

• Personal fulfillment from directly helping families grow
• Competitive health plan (medical, dental, vision)
• 401(k) with company match
• "Take what you need" PTO policy
• Life Insurance, STD, LTD
• Tuition Assistance
• Hybrid, in-office, or fully remote (depending on location)
• Bonus eligibility

Company Overview