RECRUITMENT & RETENTION

Put the proper people in place 

Your human capital is your organization’s most precious resource. Attracting the right people upfront positions you and your team to work smarter, faster, and better down the line. 

We recruit and retain the talent senior healthcare and financial services companies need to compete in highly regulated, complex industries where the rules, regulations, markets, and consumer sentiment can shift on a dime. 

Sales agent recruitment and retention 

With more than 15 years of experience working with Medicare sales agents of all types, we understand them and their journey inside and out. We use that knowledge to inspire, motivate, and educate them about more than just carriers and products—we tap into their desires to help people navigate a complex topic and to grow and sustain their book of business for the long term. 

We create trust by giving them the training and tools they need to thrive in a shifting market. We teach them how to future-proof themselves by moving away from sales transactions and toward relational solutions. 

We create best-in-class sales engagement and enablement experiences to help Medicare agents be savvy marketers, better salespeople, and exceptional customer service stewards. As a result, we drive agent affinity, advocacy, and preference for carriers. 

Financial services recruitment 

Financial services companies have undergone huge digital transformation, but there’s a less acknowledged change happening—the rise of emotional intelligence. Your associates don’t just need technical and financial know-how. They need people know-how too. 

We recruit qualified candidates for your greatest hiring needs in customer service, cybersecurity, engineering, data analytics, product development, and more. We can expand your workforce inclusion efforts by attracting historically underrepresented employees in finance like women, people of color, veterans, and people with different abilities. 

Whether you need content marketing, digital marketing, or paid media, we can craft a custom plan to help you attract the best entry-level, career-switching, and/or experienced talent you need to drive your business goals. 

Get the receipts on our recruitment and retention work 

500% increase in sales agent recruitment 

Quintupling the quantity of new sales agents may sound too good to be true, but it’s not. We really did it by getting agents ready for everything. 

See how 

Content so good, Google copies it 

With AI overviews and zero-click searches dominating search, the bar for great content got a lot higher. See how we leaped over it for one private, Fortune 500 financial services firm. 

Read all about it