Private Client Outreach Specialist - Private Pay Division
AI Summary
Cultivates high-value referral relationships with elder law attorneys, financial advisors, and hospital discharge planners to generate private-pay home healthcare cases. Builds referral pipelines, represents the brand at events, and manages outreach using Salesforce.
About this role
About the Company: Empowering Health, Enriching Lives: True Care’s Enduring Mission At True Care, we stand as a beacon of compassion and excellence in home healthcare. With a profound commitment to enhancing the quality of life for individuals and families, our mission is to provide holistic, personalized care that empowers and enriches lives.
Every day, we embark on a journey to bring comfort, vitality, and dignity to those we serve. Our mission is driven by a deep understanding of the unique needs and aspirations of each individual under our care. We believe that home is not just a place but a sanctuary where healing and well-being flourish. Hence, we endeavor to make this sanctuary a haven of health and happiness.
At True Care, we don't just offer home healthcare – we offer hope, healing, and a brighter tomorrow.
Position Title: Private Client Outreach Specialist
Job Summary: As a Private Client Outreach Specialist, you will cultivate high-value referral relationships with elder law attorneys, financial advisors, geriatric care managers, boutique rehabilitation centers, hospital discharge planners, and private practice clinicians. You will be responsible for increasing brand awareness, identifying new business opportunities, and generating referrals that convert into private pay cases. Your ability to build trust and communicate the unique value of True Care's premium services will be essential to your success.
Responsibilities:
- Referral Generation: Actively develop a pipeline of qualified private pay referrals by nurturing relationships with affluent families and their trusted advisors.
- Market Expansion: Identify and pursue new referral channels within high-net-worth communities, including luxury senior living, concierge medical practices, private fiduciaries, estate planning networks, and more.
- Value Proposition Communication: Demonstrate a deep understanding of True Care’s premium service offerings, articulating our concierge approach and Points of Difference to differentiate from traditional home care and telehealth providers.
- Relationship Building: Build meaningful, ongoing relationships with professional referral sources through consistent outreach, thoughtful follow-up, and personalized engagement.
- Event Representation: Host and attend events, private workshops, networking meetings, and client-facing seminars to showcase True Care’s offerings.
- CRM Management: Maintain meticulous records of interactions and referral source development using Salesforce, ensuring timely updates and follow-through.
- Collaboration: Partner with the Private Client intake team and care coordination team to ensure a smooth transition from lead to service start.
- Market Intelligence: Monitor industry trends, competitor positioning, and referral source feedback to refine outreach strategies and improve performance.
- White-Glove Engagement: Serve as a brand ambassador who embodies discretion, professionalism, and hospitality in every interaction.
Qualifications:
- Bachelor’s degree in Marketing, Business, Healthcare Administration, or related field.
- 3–5 years of experience in marketing, sales, outreach, or business development within home care, telehealth, healthcare services, luxury hospitality, or elder services.
- Strong presentation, negotiation, and relationship management skills.
- Familiarity with the needs and expectations of high-net-worth families and private care referral networks.
- Proficiency in Salesforce or similar CRM software.
- Self-starter with the ability to manage time and priorities independently.
- Must have a valid driver’s license and reliable transportation for regular fieldwork.
- Fluency in Spanish is a plus.
Benefits:
- Health, dental, and vision insurance
- 401(k) with company match
- Paid Vacation, Company Holidays, Sick Leave, and Floating Holidays
- Professional development opportunities
- Mission-driven work in an innovative healthcare space
Skills
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