Outreach Benefits Advisor
About The Position
The Outreach Benefits Advisor drives patient growth within a designated market by building relationships with community lead and referral sources, converting leads into patients, and explaining benefits available through the Energy Employees Occupational Illness Compensation Program Act (EEOICPA) and Radiation Exposure Compensation Act (RECA). The role serves as an initial point of contact and a knowledgeable resource for potential claimants and clients, offering tailored guidance and assistance throughout the eligibility process. It also involves securing new service agreements and navigating related paperwork. This is a sales-focused position centered on outreach, prospecting, and lead generation, with monthly quotas set by management. Compensation consists of a base salary and an uncapped performance bonus tied to results; top performers may have the opportunity to earn bonuses equal to their base pay. The role includes in-person, online, and phone appointments, as well as community engagement.
Requirements
- At least 2 years of experience in consultative or relationship-based sales; experience in Home Health, Department of Labor (DOL) programs, or other service-oriented industries is ideal.
- A demonstrated record of building long-term trust with clients.
- Ability to build rapport with retired or disabled energy workers seeking support and clarity.
- Empathetic listening skills and the ability to explain complex benefit programs in simple, respectful terms.
- Professional phone-based outreach skills and experience using CRM tools and call center systems to manage client relationships.
- Comfort meeting individuals or small groups at events, union halls, or local community gatherings.
- Strong written and verbal communication and interpersonal skills, with the ability to connect with people of varied backgrounds and education levels.
- Ability to work independently while contributing to a shared mission.
- Strong follow-through, organization, and time-management skills.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook, and comfort learning new tools.
Nice To Haves
- Experience in Home Health, Department of Labor (DOL) programs, or other service-oriented industries.
Responsibilities
- Attend in-person, online, and phone appointments.
- Make outbound sales calls and enter and maintain lead and opportunity data in the CRM.
- Contact, follow up with, and convert leads from marketing, sales, leadership, and personal outreach into patients.
- Assess potential eligibility for services and explain benefits under EEOICPA and RECA.
- Prepare documents and written communications for leads.
- Develop and maintain relationships with community sources to identify potential patients and generate local leads.
- Manage the sales process from sourcing through patient enrollment while complying with company policies.
- Build and maintain positive working relationships with local lead sources.
- Monitor and maintain sales metrics, including CRM data entry, to evaluate effectiveness and identify areas for improvement.
- Pass a criminal background check and drug screen where applicable by state.
- Perform other duties as assigned.
- Adhere to company policies throughout the sales process.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan with employer match
- Paid time off
- Holiday pay
- Disability insurance
- Life insurance options
- Health Savings Account (HSA)
- Dependent Care Spending Account (DCSA)
- Employee Assistance Program (EAP)
- Sunshine Fund for peer-supported financial assistance during unexpected hardships
- Internal referral bonuses
- Supportive and inclusive culture
- Opportunities for growth and development, including internal mobility and training
- Recognition programs
- Uncapped performance bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
