Engagement Advisor
About The Position
The Engagement Advisor is responsible for the first point of contact with prospective clients and families, engaging leads via phone and digital channels to understand needs, educate on services, and assess eligibility. This role builds trust quickly, gathers accurate information, and guides individuals through the early intake and qualification process while coordinating closely with Sales, Operations, and external partners. The Engagement Advisor plays a critical role in expanding access to non-medical caregiving services for underserved populations while representing the organization’s values and mission.
Requirements
- 1–2 years of experience in sales, intake, customer service, or client-facing support roles
- Experience engaging clients or customers by phone in a fast-paced environment
- Ability to manage multiple conversations, priorities, and follow-ups simultaneously
- Comfort working within performance metrics and accountability standards
- Strong phone presence with excellent verbal and written communication
- Relationship-building and trust-establishment skills
- Objection handling and consultative sales mindset
- Organization, attention to detail, and disciplined follow-through
- Coachable, adaptable, and open to continuous feedback
- Proactive, solutions-oriented approach to problem solving
- Proficiency with CRM systems (Salesforce preferred) and Microsoft Office
Nice To Haves
- Familiarity with regulated environments such as healthcare, social services, or insurance preferred
Responsibilities
- Initiate and manage outreach to leads and referrals via phone, email, and messaging platforms to assess needs and drive engagement
- Conduct structured intake conversations and care assessments to gather complete, accurate client and caregiver information
- Submit eligibility information to health plans and coordinate communication between clients, plans, and internal teams
- Educate prospective clients and families on services, value proposition, and next steps in the intake process
- Address objections and concerns using consultative sales techniques to progress clients through the engagement cycle
- Maintain timely, accurate documentation of all activity, notes, and outcomes in Salesforce
- Collaborate with territory sales representatives and internal stakeholders to ensure aligned handoffs and client experience
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
