Senior Living Referral Specialist

The Senior Living Referral Specialist reports to the agency Owner/Administrator and plays a pivotal role in the success of our business. This individual is responsible for continuing to grow our client base by establishing and maintaining trusting relationships that will develop into referrals of in-home care and assisted living placement clients. This is an active field position focusing on in-home care and assisted living placement referrals.

1. Build and maintain lasting relationships with new and existing referral sources such as hospitals, skilled nursing facilities, rehab centers, home health and hospice agencies, senior centers, and other community organizations.

2. Establish and maintain customer relationships and provide the highest quality customer service.

3. Pre-plan weekly routing and sales activities, maximizing efficiency and cost effectiveness of daily activities where possible; set goals for each sales call and prepare any needed materials.

4. Ensure adequate supply of agency collateral and other giveaways. Assemble creative goody bags. Procure and deliver move-in gifts.

5. Collaborate with Owner/Administrator on sales and marketing strategy and developing strategic partnerships.

6. Represent the agency at senior-focused networking meetings, community events, and professional gatherings.

7. Conduct presentations and/or staff in-services to community groups and professional staff.

8. Participate in health fairs, awareness days, etc.

9. Maintain current contact information for all referral sources, as well as written documentation relating to all sales activity, in the agency’s CRM system.

10. Complete and submit weekly sales report to the Owner/Administrator in advance of weekly sales meetings. Actively participate in weekly meetings to discuss goals and benchmarks.

11. Meet weekly, monthly, and quarterly sales activity targets in support of the agency’s growth goals and ongoing success.

12. Ensure sales activities and expenditure fall within the allotted departmental budget.

13. Demonstrate teamwork and participate in shared agency responsibilities such as developing standard operating procedures, rotating on-call duty (one weeknight per week and one weekend per month), and introducing caregivers to clients on occasion.

Requirements

• Bachelor’s degree or associate’s degree with additional coursework or certifications relevant to the field
• Five years of experience in sales and marketing with healthcare or senior services experience preferred
• Exceptional interpersonal skills
• Excellent planning, follow-up, and organizational skills
• Strong presentation skills
• Proven sales and marketing results, including closing/asking for business
• Valid driver’s license, reliable transportation, and auto insurance

Benefits

• PTO (8 hours of PTO for every 150 hours worked) + Sick Leave (one hour for every 40 hours worked)

• Mileage reimbursement at the IRS reimbursement rate, plus $50 car allowance per pay period

• Employer-sponsored health insurance plan, plus optional Vision, Dental, and other benefits

• 401k (to be offered in Fall of 2024)

• VOIP app and laptop provided for business use only