Home Instead^®

Home Care Consultant

Aloha Care, Inc d/b/a Home Instead, Inc.

Objective:

The Client Sales Manager is responsible for ensuring achievement of revenue objectives for the assigned territory. Revenue is to be generated from a variety of Sales and Marketing duties, including researching, and pursuing new referral sources and enhancing and maintaining relationships with existing referral sources. This position will perform a variety of duties that relate to client care including care consultations with potential clients and family members, client/Care Professional introductions and quality assurance visits with existing clients. They will use a consultative sales approach to determine each individual client’s needs to provide solutions and create a tailored care plan. This role will continually evaluate the plan through a series of ongoing communications and visits. This will ensure high quality care, client satisfaction, improved quality of life for seniors and retention as well as opportunities to increase service hours.

Primary Responsibilities:

Reflect the core values of (Aloha Care, Inc.), (d.b.a. an independently owned and operated Home Instead franchise).
Responsible for researching and developing Referral Provider relationships and producing referrals; using a consultative sales approach, including preparation and documentation of cold calls, follow-up calls, diagnosis of referral source and client needs, recommendation of appropriate Home Instead^® services and additional community resources, maintaining and nurturing existing referral accounts, including follow-up, as necessary.
Achieve inquiry generation objectives for assigned territory with the primary goal of bringing in new business to increase overall market share. Target accounts include, but are not limited to, hospitals, physicians, home health care agencies, hospice, assisted/independent living facilities, and rehabilitation centers, etc.
In conjunction with Home Instead franchise leadership, develops sales and marketing plans, detailing weekly and monthly activities focused on meeting or exceeding established goals.
Develop and maintain knowledge of Home Instead brand. Effectively presents Home Instead marketing materials and services to referral providers, including 1:1 meetings, as well as planning, arranging and conducting formal group presentations to referral providers.

Meet with potential clients and family members to discuss their needs and provide solutions in the form of a care plan.
Conduct Service Inquiries and Care Consultations following the consultative sales process
Complete online electronic forms and applications related to client’s heath status, diagnosis, medication, and other pertinent information to help develop a care plan with the care manager.
Complete and provide accurate documentation of client’s ongoing care.
Effectively prioritize daily workflow between client care and referral provider relationships.
Work with the Honor Care team members to coordinate ongoing aspects of a client’s care.
Conduct client/Care Pro introductions with every new client and every new Care Pro.
Plan and execute a schedule that ensures each client has at minimum one quality assurance visit per (month/quarter) and reassessments as needed.
Demonstrate open and effective communication with clients, family members, the franchise owner, colleagues, care team and Care Pros, and referral providers/care providers.
Attend community and networking events

Adhere to all company policies, procedures, and business ethics codes.
Keep updated on industry knowledge

Secondary Responsibilities

PPE delivery to clients as needed
Other administrative duties as assigned
Care Pro training as needed

Education/Experience Requirements:

Bachelor’s degree preferred
At least 3-5 years marketing/sales experience
2+ years of experience in the healthcare industry a plus
Experience recording weekly activity, Salesforce/CRM experience a plus
Must possess a valid driver’s license

Knowledge, Skills and Abilities:

Must have an understanding of and uphold the policies and procedures established by (Aloha Care, Inc.), (d.b.a. an independently owned and operated Home Instead franchise)
Must demonstrate excellent oral and written communication skills and the ability to listen effectively
Must have the ability to work independently, maintain confidentiality of information and meet deadlines
Must have the ability to demonstrate effective interpersonal skills is essential as well as sound judgment and good decision-making
Must demonstrate discretion, integrity, and fair-mindedness consistent with company standards, practices, policies and procedures
Must have the ability to organize and prioritize daily, monthly, quarterly and yearly work
Must have the ability to establish good working relationships with office colleagues, the franchise owner, clients and the community
Must present a professional appearance and demeanor
Must have the ability to operate office equipment
Must have the ability to operate HISC technology systems
Must have computer skills and be proficient in Word, Excel, and Slack
Must be able to work evenings or weekends as required

Physical Job Requirements:

Physical Activity Requirements	Occasional (0-35% of day)	Frequent (36-66% of day)	Continuous (67-100% of day)	Not Applicable
Sitting		X
Standing	X
Walking	X
Climbing				X
Lifting (Floor to Waist Level)	20 lbs.	0 lbs.	0 lbs.
Carrying Objects	X
Push/Pull	10 lbs.	0 lbs.	0 lbs.
Twisting	X
Bending	X
Reaching Forward	X
Reaching Overhead	X
Squat/Kneel/Crawl	X
Pinching/Fine Motor Activities		X
Keyboard use/Repetitive Motion			X
Lifting (Waist to Shoulder Level)	20 lbs.	0 lbs.	0 lbs.
Talk			X
Driving/Travel				X
Lifting (Shoulder Level & Above)	10 lbs.	0 lbs.	0 lbs.

Sensory Requirements	Accurate 20/40	Very Accurate 20/20	Not Applicable
Near Vision	X
Far Vision	X
	Yes	No	Not Applicable
Color Discrimination	X
	Minimal	Moderate	Accurate	Not Applicable
Depth perception				X
Hearing		X
Environmental Requirements/Occupational Exposure Risk Potential		Reasonably Anticipated	Not Anticipated
Bloodborne/other biologic pathogens			X
Chemical			X
Airborne/aerosolized diseases			X
Extreme Temperatures			X
Radioactive materials			X
Uneven Surfaces or elevations			X
Extreme Noise Levels			X
Dust/particulate matter		X

Your employer is (Aloha Care, Inc.), (d.b.a. an independently owned and operated Home Instead franchise). Your employer is not Home Instead, Inc. This job description does not create an employment contract, nor imply it. Employment with your employer remains at will.

I have read and thoroughly understand all of the duties of the Home Care Consultant position.

________________________________________________________________

APPROVED:

__________________________________ _____________________

Employee Date

__________________________________ ______________________ Supervisor Date

Essential Home Instead

Competencies

Characteristics-All Roles
Delivering Results	Maintaining a high level of commitment to personally getting things done. People who are competent at delivering results assume personal responsibility for achieving outcomes and work effectively with little direction. They are dependable and responsible.
Customer Service	Recognizing and understanding customers’ needs and delivering in a manner that exceeds customers’ expectations. People who are competent at customer service have a desire to please customers and can recognize customers’ needs. They consistently do more than is required of them to ensure that the customer is satisfied.
Influencing & Persuading	Convincing others to adopt a course of action. People who display this competency influence others without being excessively aggressive or pushy. They understand their audience and modify their method of persuasion accordingly. They are confident and do not give up easily.
Teamwork & Collaboration	Effectively working and collaborating with others toward a common goal. People who are competent at teamwork build and maintain cooperative work relationships with others. They complete their own tasks for group projects in a timely and responsible manner and directly contribute to reaching the group goal.
Interpersonal Communication	Communicating clearly and effectively with people inside and outside of the organization. People who are competent at interpersonal communication listen effectively and develop rapport with others. They are able to articulate their thoughts and ideas clearly, they present information in a straightforward and logical way, and they ensure that they are understood. They share information with others that will improve overall work progress.
Living Home Instead	Building trust, taking the lead and sharing your heart.

Home Care Consultant Competencies

Home Care Consultant
Innovation	Generating novel and creative solutions to problems that will result in improved performance, better outcomes, higher productivity, etc. People who are competent at innovation generate creative and novel ideas and solutions. They question how things have been done in the past and try to develop new ways to address business issues or problems. They are forward thinking.
Adapting to Change	Adapting to changing situations and restructuring tasks and priorities as changes occur within the business and organization. People who are competent at adapting to change are flexible in changing circumstances. They are open to change and different ways of doing things, and do not over-rely on old methods and processes.
Relationship Management	Developing and maintaining positive relationships with individuals outside their work group. People who are competent at relationship management actively seek opportunities to build relationships important to their business. They are in frequent contact with internal or external customers to assure satisfaction. They consider how their actions or decisions may impact other groups or departments and work collaboratively to accomplish work goals.

*Bachelor's Degree or 3 years of sales experience required.
*Strong base salary ($50,000) and monthly commission.
*Company Car with paid maintenance & insurance, gas card.
*Full medical benefits, dental and vision.
*401k
*Territory covers Milton, Pace, Jay, Cantonment, North Pensacola, (North Escambia & Santa Rosa Counties)
*Need an assertive sales person who is willing to grow & build accounts.

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