Summary:

The Sales Specialist is responsible for generating brand awareness and creating a positive identity for the agency in the community, with the goal of producing client referrals and increasing client census and service hours for the agency. This role is largely focused on building and maintaining relationships with new and existing referral sources, promoting the agency as a valued partner, trusted provider, and home care expert. The role will report to the Director of Operations.

Essential Duties & Responsibilities:

• Generate appropriate referrals by promoting the agency and creating a need for agency services in the community
• 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
• Identify, research and pre-qualify prospective accounts
• Travel locally within the agency’s territory, meeting with professional referral sources
• Conduct in-person, face-to-face visits with a minimum of 8 accounts per day
• Demonstrate value for the health care organizations being visited
• Provide relevant post-meeting follow-up
• Ensure any agreed upon action steps are completed within the agreed upon timeframe
• Represent the agency at senior-focused networking meetings, community events and professional organizations
• 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
• Complete weekly sales report and submit it to Director of Operations prior to weekly meetings
• Attend weekly sales meetings to review prior week goals; discuss new referrals, challenges, successes, and opportunities for new business; review events calendar; review marketing budget and expenditures; and discuss upcoming goals and agency progress to benchmarks
• Maintain written documentation relating to all sales activity in the agency’s CRM system
• Maintain current contact information for all referral sources in the agency’s CRM system
• Ensure sales activities and expenditure fall within the allotted departmental budget
• Meet monthly, quarterly and/or annual sales goals and quotas
• Identify new opportunities for business growth
• Remain highly knowledgeable of agency services, program and features, competitor offerings and industry trends

Qualifications:

• Bachelor’s Degree or Associate’s Degree required
• Five years of healthcare experience in sales and marketing
• Exceptional written and verbal communication skills and ability to interact effectively with professionals in a variety of settings
• Creative and self-driven with the ability to problem solve and apply sound judgment
• Excellent follow-up, planning and organizational skills
• Proven results with building and maintaining business relationships
• Must present a positive and professional business image
• A reliable means of transportation with current insurance and a valid driver’s license
• Passionate about helping seniors live with dignity

Role Requirements:

• Travel to professional organizations using a reliable means of transportation

Organizational Reports:

• Reports directly to the Director of Operations

Position Type & Expected Schedule:

• Full-Time
• Hybrid work schedule