Longevity Guide (Consult/Sales)

Longevity GuideWe're Mantality Health, an Agentis Longevity ClinicAgentis Longevity is pioneering care in hormone optimization therapy, peptides, exosomes, and other longevity-centric treatments – advancing patients to live longer, healthier, happier lives. We are here to transform longevity care as a trusted clinical partner for you.Mantality Health is one of our premier men's health clinics across the Midwest delivering exceptional clinical care to our patients over the past 10+ years. We are dedicated to helping our patients live more powerful lives through hormone replacement therapy & additional medical services.We're Looking for YouAs a Longevity Guide at Agentis, you are a frontline patient advocate and sales driver. You will guide prospective and current patients through consultations, educate them on our treatments, and ensure smooth onboarding into services. This role is highly results-oriented utilizing your grit & determination, with success measured by consult-to-treatment conversions, bundled service adoption, and patient referrals. Your ability to close consults and build trust directly fuels clinic revenue growth.Who You AreYou embody Agentis & Mantality values and demonstrate key competencies that ensure both patient and team success. Our values are essential for how we hire, lead, collaborate, and succeed together every day. Our Longevity Guides connect patients to the treatments they need and show up with a driven & positive mindset rooted in our mission, vision, and values.Our ValuesIntegrity in Practice: We uphold the highest standards by proactively seeking solutions to improve lives. By shifting from a reactive to a preventative healthcare model, we ensure our actions consistently meet our patients' needs.Mission for Excellence: Excellence is at the heart of everything we do, driving us to achieve peak performance. We are committed to continuously advancing health and wellness, always striving for the next level.Passion for Impact: We believe in taking an active role in one's own well-being to drive breakthroughs. By focusing on quality outcomes, we provide hope and lasting health that leads to life-changing impacts for our patients.Accessibility: We make the transformative power of health accessible to patients nationwide, ensuring their needs are met as they take control of their well-being. By providing resources, guidance, affordability, and transparency, we empower patients to live longer and live well as they age.Clinical Quality: We focus on continuous improvement through innovation. We set the benchmark for Industry leading-quality, patient-centered care.Teamwork: By working together, we create comprehensive solutions that address the diverse needs of our patients, driving better outcomes and a stronger impact.What You'll DoSales Execution & Patient ConsultationsConduct new patient consults, presenting treatment options with confidence and urgency.Convert patients from initial consult to treatment plan; proactively address objections.Secure next-step commitments (ROF, bundled services, membership).Track and report daily consults, close rates, and revenue generated.Education & PromotionEducate patients on expanded services and wellness solutions that support long-term health goals.Introduce and explain loyalty and referral programs; encourage satisfied patients to share reviews on Facebook and Google.Highlight and discuss in-office promotions to drive service adoption.CRM & Funnel AccountabilityUpdate the patient funnel daily within the CRM, tracking patient movement and ensuring seamless handoffs to the Patient Coordinator.Ensure accurate notes and follow-through to maintain visibility and continuity across the care journey.Sales Team PartnershipServe as a core partner to the Patient Coordinator, whose success in sales conversion and relationship building depends on your performance.Coordinate with the clinical and front office teams to ensure patients receive an integrated, high-touch experience from inquiry to treatment.What You Have1-2+ years in a clinical, consultative, or patient-facing healthcare role.Deep understanding of medical/wellness treatments preferred; hormone therapy knowledge is a plus.Highly organized with strong communication and multitasking skills.CRM or practice management system experience required; HubSpot is a plus.Passion for the longevity, health, and wellness space.Measures of Success% Consults Completed on a Monthly Basis: 75% or Above% ROFs Completed on a monthly Basis: 95% or AboveNet Patient Adds to Goal% of Patients on Bundled Services (upsells)# of Referral PackagesWhat We OfferFull-time position on-site in our premier clinicsHealthcare & Financial Wellness BenefitsPaid Time Off to rechargeOngoing training, mentorship, & growth opportunitiesPay Range$50,000 Annual Base Salary + Competitive Monthly Bonus opportunity aligned with patient & clinic revenue targetsLocation: Milwaukee (Mon, Tues, Wed) and Green Bay, WI (Tues, Thurs)Check us OutPowered by JazzHR