Senior Care Sales Consultant

2 weeks ago


Bozeman, Montana, United States Home Instead Senior Care Full time
Objective:

The Home Care Consultant plays a crucial role in achieving revenue targets for the designated area. This revenue is generated through various Sales and Marketing initiatives, which include identifying and pursuing new referral sources while strengthening and maintaining relationships with current referral sources. The position requires regular reporting of progress to the Manager, discussing achievements and areas for improvement, and showcasing documented advancements in Sales/Marketing/Networking efforts.

Primary Responsibilities:
  • Embody the core values of Home Instead Senior Care.
  • Research and cultivate relationships within the Referral Provider Network to generate referrals; manage all aspects of the consultative sales process, including preparation and documentation of outreach efforts, follow-ups, assessment of referral source and client needs, and recommending suitable Home Instead services and additional community resources. Maintain and nurture existing referral accounts with necessary follow-ups.
  • Meet inquiry generation goals for the assigned territory, primarily aimed at acquiring new business to enhance overall market presence. Target accounts may include hospitals, physicians, home health agencies, assisted living facilities, nursing homes, senior centers, hospice, rehabilitation centers, etc.
  • Collaborate with Home Instead franchise leadership to develop comprehensive sales and marketing strategies, outlining weekly and monthly activities focused on achieving or surpassing set objectives.
  • Gain and maintain a thorough understanding of the Home Instead brand. Effectively present marketing materials and services to referral providers through one-on-one meetings and organized group presentations.
  • Keep precise records of all sales and prospecting activities, including sales calls, presentations, closed sales, and follow-up actions within the assigned territory, utilizing software to optimize territory potential.
  • Build a database of qualified leads through referrals via face-to-face outreach, email, phone, and online channels.
  • Conduct Service Inquiries and Care Consultations as necessary, adhering to the consultative sales process.
  • Comply with all company policies, procedures, and ethical standards.
  • Engage in and contribute to the development of educational programs for clients, prospects, and colleagues.
Secondary Responsibilities:
  • Assist in CAREGiver recruitment efforts as needed.
  • Facilitate client/CAREGiver introductions as required.
  • Conduct quality assurance (QA) visits with clients as necessary.
  • Participate in various public relations strategies.
Education/Experience Requirements:
  • A college degree or equivalent work experience is required.
  • Relevant business or sales experience is preferred (consultative sales experience is a plus).
  • A valid driver's license is mandatory.


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