Business Development Representative & Sales Consultant

Caring TransitionsChesterfield, MO
Hybrid

About The Position

Caring Transitions of Central St. Louis is seeking a dual-role Business Development Representative & Sales Consultant. This position is crucial for company growth, involving both building referral partner relationships to generate leads and conducting in-home sales consultations to convert those leads into clients. The ideal candidate is comfortable engaging with senior living communities and families, offering tailored solutions with compassion and expertise. This role focuses on relationship building within the professional community serving seniors and families, rather than cold-calling.

Requirements

  • 2–5 years of experience in business development, outside sales, in-home sales, or relationship-based selling.
  • Experience in senior services, healthcare, or home services industry strongly preferred.
  • Demonstrated ability to build a referral pipeline and convert relationships into revenue.
  • Excellent interpersonal, presentation, and written communication skills.
  • Emotional maturity and comfort in conversations with older adults and families navigating stressful transitions.
  • Self-directed with strong organization, time management, and follow-through skills.
  • Proficient with CRM software, Microsoft Office or Google Workspace, and common digital tools.
  • Reliable personal vehicle, valid Missouri driver's license, current auto insurance, and willingness to travel locally throughout the St. Louis metro daily.
  • Ability to pass background checks.

Nice To Haves

  • Existing referral relationships within senior living, hospice, elder law, or real estate communities in the St. Louis market.
  • Prior experience in senior living sales, senior placement, hospice, home health, or estate services.
  • Background in consultative or in-home sales, remodeling, home services, financial services, or real estate.
  • Familiarity with downsizing, estate liquidation, move management, or online auctions.
  • Bachelor's degree in business, marketing, communications, or a related field.

Responsibilities

  • Identify, cultivate, and maintain relationships with key referral sources such as senior living communities, elder law attorneys, financial advisors, hospice providers, and social workers.
  • Conduct in-person visits, deliver educational presentations, and host/attend lunch-and-learns at partner locations.
  • Represent Caring Transitions at networking events, senior service coalitions, and community outreach activities.
  • Maintain consistent follow-up with referral partners through visits, calls, notes, and appreciation gestures.
  • Collaborate with the Trusted Transition Team real estate team on shared referral sources.
  • Capture client testimonials, partner stories, and content opportunities for the marketing team.
  • Promptly respond to and schedule inbound leads from various marketing channels.
  • Conduct compassionate, thorough in-home or virtual consultations to assess client needs, scope, timeline, and budget.
  • Educate families on services including senior relocation, downsizing, packing, move management, estate sales, online auctions, home cleanouts, space planning, and resettling.
  • Prepare written estimates and proposals, explain pricing and next steps, and close sales with empathy.
  • Coordinate smooth handoffs to the operations team and follow up to ensure client satisfaction.
  • Identify real estate needs during consultations and introduce the Trusted Transition Team's 4 Options model.
  • Track all referral activity, lead status, consultations, and closed business in the CRM (GoHighLevel).
  • Provide weekly activity summaries and pipeline updates to leadership.
  • Monitor key metrics including outreach contacts, consultations, conversion rate, average project value, and referral source production.
  • Represent Caring Transitions and One Hand to Hold brand standards in all communications.
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