Retirement Plan Consultant

Part-Time | Rochester, NY | Field-Based | $25/hr + performance bonus Be the trusted expert who walks in, understands what a family is dealing with, and shows them the path forward. When someone reaches out to Caring Transitions, they are often staring down a problem they have been putting off for years: a home full of decades of belongings, an estate to settle, a parent who needs to move, or a space that has to be cleared before it can be sold. They need someone to show up, listen carefully, and help them see a clear, confident plan. That person is you. As our In-Home Transition Consultant, you are not a traditional salesperson. You are a consultative advisor who earns the business by demonstrating genuine competence and care. Our intake, scheduling, and administrative systems handle the prep work so that by the time you walk in the door, you are free to focus entirely on the client and the conversation. What you will do Before the visit Review intake notes and supporting information prepared by our team Confirm appointment logistics and prepare for the specific client situation During the visit Sit down with the client and family, understand what they are dealing with, and ask the questions that reveal what they actually need Walk the home, take measurements using a provided laser measurer, and dictate room-by-room notes (approximate size and contents density) Assess the potential for an on-site or warehouse auction alongside clearing or moving services Describe how our services fit their specific situation: clearly, confidently, and without overselling Field questions and address concerns, and understand what will allow this family to move forward Set clear expectations for next steps: a follow‑up estimate by the next business day, with our team confirming receipt and fielding initial questions After the visit Send your recorded visit notes to our support team for processing and project documentation Review the completed project estimate and confirm accuracy before it goes to the client Send the estimate and, once the client is ready, the contract Take follow‑up questions by phone and close the job when everything is aligned Ensure a warm handoff to our Operations team with a brief client‑facing email introducing the next phase Ongoing Stay in communication with Operations as jobs approach and complete Reconnect with clients where appropriate follow‑up would be welcomed How you will be evaluated Close rate and speed from first visit to signed contract. Our systems track both, so you will always have a clear picture of where you stand. You will thrive here if you Can project warmth, calm, and competence in a home where the family is overwhelmed or under stress Listen before you present and ask better questions than you give answers Are comfortable working independently in the field and trusted to represent the brand without day‑to‑day oversight Are organized and disciplined about following a defined process and handing off cleanly to administrative support Have experience in consultative sales, in‑home services estimating, social work, case management, or any client‑facing advisory role Prior Caring Transitions or estate‑sale experience is not required. We train on our specific process. Compensation Pay is $25/hr for your time, plus a flat per‑closed‑job bonus paid at contract signing. Strong performers will meaningfully exceed the hourly rate alone. This role may grow: candidates open to eventually handling a larger volume of consultations, or combining this function with a placement touring role for a full‑time position, will find this a strong foundation. The practical details Reliable personal transportation required. Smartphone required. Background check required. Approximately 10 to 20 home visits per month to start, each requiring roughly 2 to 3 hours including travel, the visit itself, and post‑visit administration. Caring Transitions of Rochester is an equal opportunity employer. #J-18808-Ljbffr