In-Home Care Services Sales Representative

Role OverviewAn In-Home Care Sales Representative is responsible for driving client growth, building referral relationships, and increasing service utilization for a home care agency. This role blends healthcare knowledge, relationship management, and sales performance.Core Responsibilities1. Business Development & SalesGenerate new client leads through networking, referrals, and outreachConduct in-home or virtual consultations with potential clients/familiesPresent care plans and close service agreementsMeet or exceed monthly/quarterly revenue and client acquisition goalsMust have at least 6 months to 1 year of in-home healthcare experience2. Referral Source Relationship ManagementBuild relationships with:HospitalsRehab centersAssisted living facilitiesSocial workers & case managersMaintain consistent follow-ups and account management with referral partnersAttend community events, healthcare meetings, and networking functions3. Client Assessment & Intake SupportWork with clinical/office team to:Assess client needsRecommend appropriate care servicesEnsure smooth onboarding and service start-upAct as a liaison between families and operations team4. Market Growth & StrategyIdentify target markets (private pay, veterans, post-hospital discharge, etc.)Analyze local competition and adjust outreach strategiesDevelop territory growth plans5. Reporting & CRM ManagementTrack leads, conversions, and follow-ups in CRM systemsMaintain accurate records of:Sales activityReferral contactsPipeline statusProvide weekly/monthly sales performance reportsPerformance Metrics (KPIs)Sales PerformanceNew clients acquired per monthRevenue generated (weekly/monthly)Conversion rate (leads → clients)Activity MetricsNumber of referral visits per weekCalls/emails/meetings completedCommunity events attendedRelationship MetricsActive referral partnersReferral retention rateRepeat referrals from key accountsOperational MetricsSpeed of client onboardingClient satisfaction (feedback, complaints)Retention of new clients (30/60/90 days)Key Skills & CompetenciesStrong communication and persuasion skillsKnowledge of home care services and healthcare systemsRelationship-building and networking abilityTime management and self-driven performanceBasic understanding of insurance/private pay structuresProfessional presentation and customer service mindsetDaily / Weekly ExpectationsDailyConduct 5–10 outreach contacts (calls, visits, emails)Follow up with active leadsDocument activity in CRMCoordinate with scheduling/operations teamWeeklyVisit 5–15 referral sourcesAttend at least 1 networking/community eventSubmit pipeline and performance updatesReview conversion opportunities with managementSuccess ProfileConsistently hitting or exceeding client acquisition targetsStrong referral network producing ongoing leadsHigh conversion rate and client satisfactionOrganized pipeline with minimal lead drop-offProfessional representation of the agency in the communityCommon ChallengesLong sales cycles (family decision-making delays)Competition from other agenciesMaintaining consistent referral flowBalancing sales vs. operational coordination#J-18808-Ljbffr