Engagement Advisor

24 Hour Home Care • El Segundo, CA

3d • Hybrid

About The Position

The Engagement Advisor is an initial point of contact for leads, referrals, and prospective clients. The role helps individuals understand available Community Supports services and determine potential eligibility. The Engagement Advisor communicates with prospective clients by phone, email, and messaging, builds trust, and guides them through the intake and engagement process. The position works closely with internal teams, health plans, and strategic partners to support a seamless client experience and meet engagement and conversion goals.

This is a hybrid position, with attendance at the El Segundo office once per quarter. Business hours are 8:00 a.m. to 6:00 p.m. Pacific Time. Depending on the position and business needs, employees may be scheduled for any shift within those operating hours.

Requirements

• Experience engaging customers or prospective clients by phone, email, or other communication channels.
• Experience working toward established performance or sales goals.
• Strong phone, written, and verbal communication skills.
• Relationship-building and customer-engagement skills.
• Sales, objection-handling, and goal-orientation skills.
• Organization, attention to detail, and follow-through.
• Proficiency with Microsoft Office.
• Ability to work effectively in a fast-paced environment.

Nice To Haves

• A BA/BS degree in Communications or a related field is preferred.
• 1–2 years of sales or customer service experience is preferred.
• Knowledge of Salesforce or Salesforce Voice is a plus.

Responsibilities

• Engage leads and prospective clients by phone, email, and messaging to understand their needs and educate them about available services.
• Gather client and caregiver information, conduct care assessments, and support eligibility determination and health plan submissions.
• Guide prospective clients through the engagement process, answering questions, addressing concerns, and supporting conversion.
• Maintain accurate and timely lead, client, and activity information in Salesforce.
• Coordinate with internal teams, health plans, and strategic partners.
• Track performance against established engagement and sales goals.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed