Caring Family Advisor

SilverAssist•Kansas City, KS

4d•Remote

About The Position

Caring, a business unit of SilverAssist, is an online resource for seniors and their loved ones seeking information and access to senior living and care. Caring Family Advisors act as trusted partners for families navigating important and emotional care decisions, listening to their needs and helping them find appropriate senior living and care options. This is a work-from-home position. Advisors handle approximately 100–150 inbound and outbound calls per day, using active listening and established discovery frameworks to understand family needs, manage pipelines, and make appropriate care referrals. The role balances continuous phone engagement with real-time CRM updates and post-referral follow-ups to meet performance metrics in an independent but structured environment. No cold calling is required; the company manages marketing and new volume. Advisors typically work 8- or 10-hour shifts. New hires complete a virtual, four-week training program held five days per week, then begin their scheduled shift.

Requirements

At least 2 years of documented sales success in a quota- or metric-driven environment.
A designated, private home office space and a daily schedule free from distractions and interruptions.
A high-speed, hard-wired internet connection.
High computer literacy, including proficiency in Word and Excel, and the ability to navigate a multi-window workstation using proficient keyboarding skills.
Ability to manage a softphone.
Excellent verbal and written communication skills, attention to detail, and organizational skills.
Ability to follow phone communication guidelines and thrive in a closely structured environment.
Ability to handle emotionally charged calls effectively.
Availability to work evenings and weekends as part of the regular schedule.

Nice To Haves

Experience handling a high call volume of 100–150 calls per day.
Familiarity with CRM systems, including prior HubSpot experience.
MacOS proficiency.
Senior care industry knowledge or experience.
Bilingual ability in Spanish and English.

Responsibilities

Handle 100–150 inbound and outbound calls per day with seniors and their families.
Use active listening and established discovery frameworks to identify each family's needs.
Guide families through senior living and care options and make appropriate referrals.
Manage a pipeline and complete post-referral follow-ups.
Update the CRM in real time while maintaining continuous phone engagement.
Meet performance metrics in a structured, work-from-home environment.