Field Office Job Description (Professional Salesperson)

Professional Salesperson

JOB DESCRIPTION

 Summary:

The Salesperson reports directly to the Administrator and is responsible for guiding and coordinating all marketing and sales-related activities of the SYNERGY HomeCare business. This position includes developing relationships with referral sources and partners as well as generating new business and referrals for home care services.

This is an outside sales position that requires daily face-to-face sales calls with referral sources. This individual must develop and execute on sales plans that generate high-value clients.  The Salesperson will be responsible for bringing in new clients to the business on a consistent and daily basis.  Additionally, the Salesperson will be responsible for collaborating with the Franchisee and Administrator to enhance client satisfaction and revenue growth.

Qualifications:

• A passion for senior care and client service

• Ability to establish rapport and build trust both with company staff as well as with referral sources and prospective clients

• Accountability for meeting sales goals

• A desire to take a leadership role in growing the business

• Self-motivated with ability to thrive with minimal direct supervision

• Possess at least two years experience in healthcare or home care, working with the elderly, disabled or individuals requiring supportive services (preferred)

• Proficiency in computer skills (Google Suite, Excel, Power Point, etc) 

• Must possess customer service skills and organizational skills

• Well-honed time management skills

• Exemplary communication skills, both verbal and written

Essential Duties and Responsibilities: 

• Develop and execute sales plan to meet business development goals

• Establish and maintain relationships with referral sources, including hospital case managers, assisted living facilities, skilled nursing/rehab facilities, home health agencies, hospices, physicians’ offices, fiduciaries, etc.

• Complete daily face-to-face sales calls with referral sources for purposes of generating business leads.

• Plan and organize community marketing events to enhance our visibility in the community and generate new relationships and business opportunities.

• Bringing new clients in.

• Managing Marketing Plan and Sales Plan.

• Conducts prospect calls/visits to potential new referral partners; implements contracts and agreements to insure sales goals are met.

• Organizes territory in geographical zones to maximize sales efficiencies.

• Conduct 35 - 40 sales calls/visits per week to a mix of medical and non-medical referral partners - new and follow up calls/visits.

• Establishes a sales plan and actively utilizes it as a working tool.

• Develops a visitation schedule to existing referral partners to maintain and grow partner relationships.

• Develops and maintains prospects, clients and referral partners database (eRSP) for contacting and emailing lists.

• Tracks all networking events along with ROI

• May participate in on-call rotation, answering after-hours calls

• Weekly reporting of accountabilities

This job description is not intended to be all inclusive. The employee will be expected to perform other reasonable duties as assigned.  

Signature: 

I,_________________________________________________(employee name), have read and understand the above job description. By signing, I certify I meet the minimum requirements and physical demands of the position/job. 

Signed:____________________________________________                    Date:____________________ 

Accepted By:

__________________________________________________ (Print)

(Franchise Name) Representative

__________________________________________________ (Signature)

(Franchise Name) Representative