Longevity Guide (Patient Sales)

Agentis Longevity•Omaha, NE

8d•Onsite

About The Position

Agentis Longevity is pioneering care in hormone optimization therapy, peptides, exosomes, and other longevity-centric treatments – advancing patients to live longer, healthier, happier lives. Mantality Health is one of their premier health clinics across the Midwest, delivering exceptional clinical care to patients for over 10 years, dedicated to helping men live more powerful lives through hormone replacement therapy & additional medical services. As a Longevity Guide (Patient Sales Leader) at Agentis/Mantality Health, you are a revenue-accountable member of the clinic team and a direct report to the Longevity Experience Manager (Clinic Manager). You own the patient sales journey from first contact through consult, ROF, treatment conversion, and ongoing retention. You work with urgency, build trust, and close — because your performance directly fuels the clinic’s revenue and the patients’ health outcomes. You will receive sales strategy, training, and process support from our enterprise VP of Sales, while being day-to-day accountable to your Clinic Manager.

Requirements

1-2+ years in a clinical, consultative, or patient-facing healthcare role.
Deep understanding of medical/wellness treatments preferred; hormone therapy knowledge is a plus.
Highly organized with strong communication and multitasking skills.
CRM or practice management system experience required; HubSpot is a plus.
Passion for the longevity, health, and wellness space.

Nice To Haves

Hormone therapy knowledge is a plus.

Responsibilities

Conduct new patient consults, presenting treatment options with confidence and urgency.
Convert patients from initial consult to treatment plan; proactively address objections.
Secure next-step commitments (ROF, bundled services, membership).
Educate patients on expanded services and wellness solutions that support long-term health goals.
Introduce and explain loyalty and referral programs; encourage satisfied patients to share reviews on Facebook and Google.
Highlight and discuss in-office promotions to drive service adoption.
Update the patient funnel daily within the CRM, tracking patient movement and ensuring seamless handoffs to the Patient Coordinator.
Ensure accurate notes and follow-through to maintain visibility and continuity across the care journey.
Report directly to the Longevity Experience Manager (Clinic Manager), who sets your revenue expectations, coaches your performance, and holds you accountable to consult, ROF, and retention targets.
Receive ongoing sales training, strategy, and process guidance from the enterprise VP of Sales; apply this to daily patient interactions and continuously improve your close rate, retention, and upsell performance.