Sales Intake and Community Relations Representative

Sales Intake and Community Relations Representative

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!