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SYNERGY HomeCare

Sales Intake and Community Relations Representative

Career Insights for Sales Representative (General)

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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

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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?
                              As a Sales Intake and Community Relations Representative , you will be the bridge between families seeking help and the compassionate care SYNERGY HomeCare provides. Your work directly impacts client safety, comfort, and quality of life. This is a meaningful role where your efforts turn inquiries into long-term relationships and essential care for those who need it most. Apply today to join our team and make a difference in the lives of others! Apply Today!

                              Benefits

                              • Transportation
                              • Dental Insurance
                              • Unemployment Insurance