Sales Representative

Sales Representative

The Sales Representative is responsible for increasing brand awareness and establishing a positive identity for the agency within the community, aiming to generate client referrals and boost the number of clients and service hours for the agency. This role mainly focuses on developing and maintaining relationships with both new and existing referral sources, promoting the agency as a valued partner, trusted provider, and home care expert.

Minimum Qualifications:

• Bachelor’s degree or equivalent work experience
• Minimum of two 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

Essential Duties and 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 the weekly sales report and submit to the agency Administrator before 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 expenditures 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, programs, and features, competitor offerings, and industry trends

Physical and Environmental Demands:

• Travel to professional organizations using a reliable means of transportation

Organizational Relationship:

• Reports directly to the Administrator

Position Type:

• Full-time

Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, obligations, and activities may change or be assigned at any time with or without notice.