Business Development Advisor

Home Instead - Racine•Mount Pleasant, WI

2d•Hybrid

About The Position

Join We Care Senior Care, a proud Home Instead franchise, where our mission is to help seniors remain safe and cared for in their homes. At the heart of our culture is our core value: Love (v.), defined as: Patience, Kindness, Humility, Selflessness, Respectfulness, Forgiveness, Honesty, and Commitment. We seek individuals who lead with love in all they do. The Business Development Advisor (BDA) is dynamic, hybrid role which combines sales leadership, community engagement, and strategic business development to expand our services and enhance the lives of older adults in our business territories. Activities include but are not limited to generating client referrals by visiting hospitals, physicians, home health agencies, assisted living facilities, nursing homes, senior centers, hospice, funeral homes, etc. The BDA reports directly to the General Manager (GM) and works closely with all team members at the branch. This is a high-impact, field-based position ideal for a driven professional who is passionate about senior care and excels in strategic sales, referral development, and relationship building.

Requirements

Bachelor’s degree or equivalent work experience.
5+ years in sales, business development, or a related field (consultative sales preferred).
Valid driver’s license with reliable, insured transportation.
Proven success in territory management, relationship development, and sales performance.
Strong communication, organizational, and presentation skills.
Proficiency in Microsoft Office Suite and CRM platforms (e.g., Salesforce).
Must demonstrate excellent oral and written communication skills and the ability to listen effectively.
Must have the ability to establish good working relationships with Key Players, Care Professionals, Referral Sources, and Clients.
Must have the ability to work independently, maintain confidentiality of information and meet deadlines
Must have the ability to demonstrate effective interpersonal skills is essential as well as sound- judgment and good decision-making
Must have the ability to organize and prioritize daily, monthly, quarterly and yearly work
Must have the ability to present a professional appearance and demeanor.
Must have computer skills and be proficient in Word and Excel

Nice To Haves

Experience in home care, senior living, healthcare, or hospice.
Knowledge of Medicare, VA, or private pay services.
Established local healthcare or senior service connections.

Responsibilities

Develop and implement strategic sales plans to grow referrals and client base.
Analyze market trends and competitor activity to identify growth opportunities.
Consistently meet or exceed monthly inquiry generation and conversion goals.
Conduct presentations and face-to-face meetings with healthcare professionals, community partners, and referral sources.
Build and maintain strong partnerships with hospitals, physicians, home health and hospice agencies. Along with developing partnerships with skilled nursing and rehab facilities.
Establish and nurture relationships with assisted living communities, senior centers, and other senior-focused organizations.
Represent Home Instead at community events, health fairs, and networking meetings.
Conduct daily in-person marketing visits to referral sources across a defined territory.
Recognize and celebrate key referral partners for their contributions.
Maintain accurate records in Salesforce CRM and ensure real-time data entry.
Convert RPN (Referral Partner Network) leads into consultations and closed sales.
Execute local marketing and PR strategies to build brand visibility and engagement.
Develop a lead pipeline through cold calls, emails, events, and relationship development.
Monitor and report on sales activities, KPIs, and ROI from marketing efforts.
Stay informed on competitor activities, industry trends, and market changes.
Collaborate with internal teams (recruitment, scheduling, care management) to ensure seamless client onboarding and service delivery.
Provide field insights to inform leadership decisions and improve client services.
All other duties as assigned