Take warm inbound calls and guide families through their options using a consultative, empathy-first approach.
Ask thoughtful questions, listen carefully, and build the trust families need to feel confident making a decision.
Follow up via phone, text, and email at a pace that respects where each family is.
Own your results: track what's working, flag what isn't, and continuously refine your approach.
Grow your craft through ongoing coaching, training, and deep product and industry knowledge.

2 to 6 years of sales experience.
Background in a high-trust context: insurance, financial services, healthcare, real estate, or any field where the close requires earning confidence, not applying pressure.
Natural on the phone: Warm, unhurried, and emotionally intelligent.
Motivated by the work itself. You want to believe in what you’re selling. Here you will.
Self-directed and accountable: You manage your own pipeline and own your numbers.

Health: medical, dental, vision; FSA/HSA; One Medical, Kindbody, Talkspace, Teladoc.
Time off: 15 days of PTO (with quota relief); 10 paid holidays.
Gear and stipend: MacBook + tools; $300 WFH stipend.

Sales Advisor

Key skills