Surrogate Advisor

Surrogate Advisor

Circle Surrogacy, part of the NorthStar Fertility family, is a global leader in family-building services with more than 25 years of experience supporting intended parents and surrogates. At Circle, we're grounded in empathy, inclusivity, and collaboration, and we're committed to creating a welcoming, supportive experience for everyone we serve.

We are currently seeking a passionate, driven, and relationship-focused Surrogate Advisor to join our Intake Sales Department. This highly visible role is instrumental in helping prospective surrogates begin their journey while supporting the company's continued growth and success. The ideal candidate thrives in a fast-paced, goal-oriented environment, enjoys connecting with people, and is energized by frequent phone interaction throughout the day. This position requires strong communication skills, excellent follow-through, and the ability to manage a high-volume pipeline while maintaining a compassionate and professional experience for potential surrogates. This is an excellent opportunity for someone who is motivated by achieving goals, values teamwork, and is passionate about helping build families through surrogacy.

What You'll Do:

• Meet and exceed weekly, monthly, and quarterly individual and team lead conversion goals
• Manage and prioritize a high-volume sales funnel through consistent outreach and follow-up efforts
• Build rapport with prospective surrogates through phone calls, text messaging, and email communication
• Serve as a brand ambassador by combining a passion for family building and surrogacy with exceptional client service
• Guide potential surrogates through the early stages of the application and intake process
• Review initial applications and obtain any necessary follow-up information or clarification
• Prepare and organize prescreening documentation for the social work team to complete comprehensive screenings
• Track surrogate progress throughout each stage of the intake and screening process to ensure movement toward departmental goals
• Accurately maintain and update client information within the company database and tracking systems
• Collaborate closely with the Matching and Social Work teams to support the surrogate matching process with intended parents
• Work cross-functionally to streamline workflows and ensure accuracy of information across departments
• Represent the organization professionally in all interactions with surrogates, intended parents, and internal stakeholders
• Perform additional duties and special projects as assigned

What You'll Need To Succeed:

• High school diploma or equivalent
• Prior experience in sales, customer service, recruiting, admissions, or another quota-driven environment
• Strong verbal and written communication skills
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
• Excellent organizational skills and attention to detail
• Strong critical thinking and problem-solving abilities
• Comfortable spending a significant portion of the day on the phone engaging with prospective clients
• Experience working with CRM systems or shared databases
• Ability to work both independently and collaboratively within a team environment
• Self-motivated, proactive, and goal-oriented mindset
• Passion for reproductive health, family building, or helping others through life-changing journeys
• You are energized by relationship-building and helping people
• You thrive in a metrics-driven environment
• You enjoy working collaboratively while taking ownership of your individual goals
• You are adaptable, resilient, and comfortable navigating sensitive conversations with empathy and professionalism

What Are The Benefits:

• A competitive health plan that includes health, dental and vision
• 401(k) with company match
• "Take What You Need" PTO
• Tuition Assistance
• Paid Holidays
• LTD/STD/Life Insurance
• Wellness Programs
• The ability to work hybrid or remote based on location
• And much more!

North Star and its companies are an equal opportunity employer. We provide opportunities without regard to race, color, religion, gender, age, national origin, disability, veteran status, sexual orientation, genetic information and gender identity or expression.