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SYNERGY HomeCare
Sales Intake and Community Relations Representative
Career Insights for Sales Representative (General)
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Scorecard
Based on California data
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What they do
A Sales Representative works as a sales associate in a variety of retail settings or businesses. Provides information to customers and sells merchandise or products. Provides analysis of sales activity to businesses and advises on ways to increase sales.
$70,591 / year median in California
-11% projected decline
Job Description
Sales Intake and Community Relations Representative Job Summary Are you a motivated and compassionate individual looking to make a difference in people's lives? We are seeking a dynamic Sales Intake and Community Relations Representative to join our team at SYNERGY HomeCare in Escondido, CA . As a representative of our agency, you will play a vital role in growing our client base and strengthening our presence in the community. This role combines sales, intake coordination, in-home assessments, and referral relationship building to provide exceptional care to our clients. About the Role As a Sales Intake and Community Relations Representative , you will be responsible for:
Lead Follow-Up :
Respond to new incoming leads, call within minutes, and maintain consistent follow-up until contact is made.Lead Nurturing :
Build rapport with families, understand care needs, and guide them through the decision-making process.Sales Conversion :
Clearly explain services, pricing, schedules, and next steps to turn inquiries into active clients.Home Assessments:
Conduct in-person assessments to evaluate needs, safety, home environment, and care preferences.Care Plan Development:
Collaborate with the office team to create personalized care plans based on assessment findings.Client Enrollment:
Complete service agreements, intake forms, and ensure a smooth transition into care.Family Communication:
Provide clear explanations, answer questions, and build trust with families throughout the onboarding process.Referral Source Visits:
Build and maintain relationships with hospitals, SNFs, ALFs, home health, hospice, and physicians.Community Networking:
Attend senior fairs, chamber events, and community programs to increase brand visibility.Brand Representation:
Represent SYNERGY HomeCare professionally and compassionately in all community interactions.Territory Management:
Plan weekly routes and maintain a consistent presence in the territory.CRM Documentation:
Track all leads, follow-ups, assessments, and conversions accurately.Pipeline Management:
Maintain an organized, prioritized list of active leads and referral opportunities.Weekly Reporting:
Provide updates on leads, conversions, outreach, and assessments to leadership. Qualifications- Experience in home care, senior services, healthcare sales, or intake coordination preferred
- Strong communication and relationship-building skills
- Confident conducting in-home assessments and speaking with families
- Organized, persistent, and comfortable with fast-paced follow-up
- Professional appearance and reliable transportation
- Warm, compassionate, and mission-driven personality Compensation & Benefits
- $21-$24 per hour plus bonus
- Mileage reimbursement
- Workers' compensation, liability coverage, unemployment insurance
- Opportunities for growth within a rapidly expanding agency Why Join SYNERGY HomeCare?
Benefits
- Transportation
- Dental Insurance
- Unemployment Insurance