Business Development Advisor

Racine • Racine, WI

2d

About The Position

The Business Development Advisor (BDA) is a dynamic, hybrid role combining sales leadership, community engagement, and strategic business development to expand services and improve the lives of older adults within the business territories. This high-impact, field-based position focuses on generating client referrals, developing referral relationships, and growing the client base. The BDA reports directly to the General Manager and works closely with all branch team members.

Requirements

• Bachelor's degree or equivalent work experience.
• At least 5 years of experience in sales, business development, or a related field; consultative sales experience is preferred.
• Valid driver's license and reliable, insured transportation.
• Proven success in territory management, relationship development, and sales performance.
• Strong communication, organizational, and presentation skills.
• Proficiency with Microsoft Office Suite and CRM platforms such as Salesforce.
• Excellent oral and written communication skills and the ability to listen effectively.
• Ability to establish effective working relationships with key players, care professionals, referral sources, and clients.
• Ability to work independently, maintain confidentiality, and meet deadlines.
• Effective interpersonal skills, sound judgment, and good decision-making.
• Ability to organize and prioritize daily, monthly, quarterly, and yearly work.
• Professional appearance and demeanor.
• Computer skills and proficiency 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 the client base.
• Analyze market trends and competitor activity to identify growth opportunities.
• 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 partnerships with hospitals, physicians, home health and hospice agencies, skilled nursing and rehabilitation facilities, 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.
• Maintain accurate Salesforce CRM records and enter data in real time.
• Convert Referral Partner Network leads into consultations and closed sales.
• Execute local marketing and public relations 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 marketing ROI.
• Stay informed about competitor activity, industry trends, and market changes.
• Collaborate with recruitment, scheduling, and care management teams to support seamless client onboarding and service delivery.
• Provide field insights to inform leadership decisions and improve client services.
• Perform other duties as assigned.

Benefits

• Health, dental, and vision insurance
• Paid time off
• 401(k) with company match
• Paid orientation and ongoing training
• Company car provided
• Company phone provided

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level