Recruitment Specialist

The Recruitment Specialist serves as the first point of contact for prospective independent insurance agents interested in partnering with Advocate Financial. This role engages marketing-generated and outbound leads, conducts qualification and recruiting conversations, and evaluates each prospective agent’s experience, production, active licensing status, business model, and growth goals. As the primary relationship owner throughout the recruiting process, the Recruitment Specialist communicates Advocate Financial’s value proposition, addresses questions and concerns, secures verbal commitments, and guides agents through contracting, carrier appointments, certifications, and other onboarding requirements until they achieve Ready to Sell (RTS) status.

The Recruitment Specialist then connects the fully onboarded agent with the appropriate growth partner within the organization based on their experience and business needs. This role plays a critical part in creating a positive first impression, delivering a consistent recruiting and onboarding experience, maintaining accurate CRM and pipeline records, and supporting Advocate Financial’s continued distribution growth.

• Respond promptly to inbound inquiries generated through the company website, marketing campaigns, social media, referrals, recruiting events, and other marketing initiatives.
• Identify and engage prospective independent insurance agents through outbound calls, emails, social platforms, referrals, industry databases, and other approved sources.
• Maintain consistent outreach and follow-up with cold, warm, and previously engaged prospects.
• Introduce Advocate Financial, build rapport, and create a positive and professional first impression.
• Conduct discovery conversations to understand each prospective agent’s experience, production history, product focus, active licensing status, current agency affiliation, business model, and growth goals.
• Evaluate each prospective agent’s qualifications, readiness, and growth potential to determine fit with Advocate Financial.
• Clearly communicate Advocate Financial’s value proposition, partnership opportunities, resources, and expectations.
• Address questions and concerns, overcome objections, and guide qualified prospects through the decision-making process.
• Secure verbal commitments and clearly communicate the next steps in the contracting and onboarding process.

• Initiate the contracting process after a verbal commitment is secured.
• Guide committed agents through contracting documents, carrier appointments, certifications, and other onboarding requirements.
• Monitor each agent’s progress, identify outstanding requirements, and maintain consistent follow-up to keep the onboarding process moving forward.
• Coordinate with agents and internal team members to resolve questions, delays, or barriers.
• Serve as the agent’s primary point of contact throughout the recruiting and onboarding process.
• Confirm that all required contracting, carrier appointment, and certification steps are complete before the agent is designated Ready to Sell (RTS).

• Evaluate each fully onboarded agent’s experience, production, business model, and growth goals to determine the appropriate growth partner within the organization.
• Coordinate the introduction to the appropriate growth partner after the agent achieves RTS status.
• Provide complete recruiting notes, background information, onboarding status, and business goals to support a seamless transition.
• Confirm the introduction has occurred and address any remaining recruiting or onboarding items before closing the recruiting opportunity.
• Accurately document all outreach, recruiting conversations, qualification details, verbal commitments, contracting progress, certifications, and RTS status in Salesforce.
• Maintain accurate lead records, pipeline stages, follow-up tasks, and recruiting outcomes.
• Track lead sources, outreach activity, conversion rates, verbal commitments, contracting progress, RTS completions, and other recruiting performance measures.
• Maintain an organized pipeline and…