What are the responsibilities and job description for the Business Development Representative & Sales Consultant position at Caring Transitions?
WHO WE ARE
Caring Transitions of Central St. Louis is based in Chesterfield, Missouri. Caring Transitions is the nation's largest provider of senior relocation, downsizing, and online auction services, with 400 locations nationwide.Our mission is simple: reduce stress for older adults and their families during the most meaningful, and often most difficult, transitions of their lives. We do this with compassion, expertise, and a full suite of services tailored to each family's unique situation.
THE OPPORTUNITY
This is a dual-role position that sits at the heart of how we grow. You will be equally responsible for building the referral partner relationships that generate inbound leads AND for conducting in-home sales consultations to convert those leads into signed clients.The right candidate is equally comfortable walking into a senior living community to introduce our services as they are sitting at a kitchen table with a family, listening carefully to their needs and recommending the right combination of services to reduce their stress and solve their problem.
This is not a cold-call role. This is a relationship role, built on genuine care for seniors and families, sustained by consistent, thoughtful outreach to the professional community that serves them.
WHAT YOU WILL DO
Referral Partner Development- Identify, cultivate, and maintain relationships with key referral sources: senior living and assisted living communities, elder law and estate planning attorneys, financial advisors, hospice and home health providers, senior placement specialists, social workers, care managers, discharge planners, and faith-based community leaders
- Conduct in-person visits, deliver educational presentations, and host or attend lunch-and-learns at partner locations throughout the St. Louis metro
- Represent Caring Transitions and One Hand to Hold at networking events, senior service coalitions, chambers of commerce, and community outreach activities
- Maintain a consistent cadence of meaningful follow-up: in-person visits, phone calls, handwritten notes, and small appreciation gestures, to keep our team top of mind
- Collaborate with our Trusted Transition Team real estate team on shared referral sources: a relationship you build for CT can send a real estate client to TT and vice versa
- Capture client testimonials, partner stories, and content opportunities for our marketing team
In-Home Sales Consultations
- Promptly respond to and schedule inbound leads from our website, paid advertising, CTBids.com, social media, and other marketing channels
- Conduct compassionate, thorough in-home or virtual consultations with prospective clients and their families assessing scope, timeline, emotional needs, and budget
- Educate families on our full service menu: senior relocation, downsizing, packing, move management, estate sales, online auctions through CTBids.com, home cleanouts, space planning, and resettling
- Prepare written estimates and proposals, walk clients through pricing and next steps, and close with empathy, not pressure
- Coordinate a smooth handoff to our operations team once a project is signed, and follow up to ensure the client experience meets our standards
- Identify real estate needs during consultations and introduce the Trusted Transition Team's 4 Options model to families who may benefit
CRM, Reporting & Brand Stewardship
- Track all referral activity, lead status, consultations, and closed business in GoHighLevel (our CRM) maintained consistently, not as an afterthought
- Provide weekly activity summaries and pipeline updates to leadership
- Monitor your own key metrics: outreach contacts, consultations conducted, conversion rate, average project value, and referral source production
- Represent Caring Transitions and One Hand to Hold brand standards in all written, verbal, and in-person communications
WHO YOU ARE
Required Experience- 2–5 years of experience in business development, outside sales, in-home sales, or relationship-based selling senior services, healthcare, or home services industry strongly preferred
- Demonstrated ability to build a referral pipeline from scratch and convert those relationships into measurable, consistent revenue
- Excellent interpersonal, presentation, and written communication skills: warm, professional, and genuinely persistent
- Emotional maturity and comfort in conversations with older adults and families navigating stressful, often grief-adjacent transitions
- Self-directed with strong organization, time management, and follow-through. You manage your own calendar and activity without micromanagement
- Proficient with CRM software, Microsoft Office or Google Workspace, and common digital tools
- Reliable personal vehicle, valid Missouri driver's license, current auto insurance, and willingness to travel locally throughout the St. Louis metro daily
- Ability to pass background checks
Preferred Qualifications
- Existing referral relationships within senior living, hospice, elder law, or real estate communities in the St. Louis market - bring your network
- Prior experience in senior living sales, senior placement, hospice, home health, or estate services
- Background in consultative or in-home sales, remodeling, home services, financial services, or real estate
- Familiarity with downsizing, estate liquidation, move management, or online auctions
- Bachelor's degree in business, marketing, communications, or a related field
Character
- Genuinely compassionate — you understand the weight of what families are carrying when they call us
- Mission-aligned — our work is grounded in compassion, integrity, and serving people well. That's not a tagline. It's how we make decisions.
- Relationship-first — you build trust before you build pipeline, and you protect those relationships carefully
- Builder mindset — you are energized by creating something, not just maintaining it