Careers

Home Care Consultant

Lancaster

Home Instead®

Home Care Consultant Job Description


Oak Stone SCorp., d/b/a Home Instead

Objective:

The Home Care Consultant is responsible for ensuring achievement of revenue objectives for the assigned territory. Revenue is to be generated from a variety of Sales and Marketing duties, including researching and pursuing new referral sources and enhancing and maintaining relationships with existing referral sources. This position is responsible for reporting results in moving relationships forward to Manager on a weekly basis, discussing successes and opportunities, and demonstrating documented progress and inquiry production in Sales/Marketing/Networking areas.

Primary Responsibilities:

Reflect the core values of Oak Stone SCorp., d.b.a. an independently owned and operated Home Instead franchise.

  • Responsible for researching and developing Referral Provider Network relationships and producing referrals; performs all phases of consultative sales process, including preparation and documentation of cold calls, follow-up calls, diagnosis of referral source and client needs, recommendation of appropriate Home Instead® services and additional community resources, maintaining and nurturing existing referral accounts, including follow-up, as necessary.
  • Achieve inquiry generation objectives for assigned territory with the primary goal of bringing in new business to increase overall market share. Target accounts include, but are not limited to, hospitals, physicians, home health agencies, assisted living facilities, nursing homes, senior centers, hospice, rehabilitation centers, etc.
  • In conjunction with Home Instead franchise leadership, develops sales and marketing plans, detailing weekly and monthly activities focused on meeting or exceeding established goals.
  • Develop and maintain knowledge of Home Instead brand. Effectively presents Home Instead marketing materials and services to referral providers, including 1:1 meetings, as well as planning, arranging and conducting formal group presentations to referral providers.
  • Maintain accurate records of all sales and prospecting activities including sales calls; presentations; closed sales; and follow-up activities within the assigned territory, including the use of software to maintain accurate records to maximize territory potential.
  • Develop a database of qualified leads from referrals through face-to-face cold calling on referral providers, email, telephone and Web.
  • Conduct Service Inquiries and Care Consultations as needed following the consultative sales process
  • Adhere to all company policies, procedures and business ethics codes.
  • Participate in and contribute to the development of educational programs offered to clients, prospects, and co-workers.

Secondary Responsibilities:

  • Conduct client/CAREGiverSM introductions as needed
  • Conduct quality assurance (QA) visits with clients as needed
  • Participate in various PR strategies

Education/Experience Requirements:

  • College degree required or equivalent work experience
  • Related business or sales experience (consultative sales a plus)
  • Must possess a valid driver’s license

Knowledge, skills and Abilities:

  • Must have an understanding of and uphold the policies and procedures established by Oak Stone SCorp.,d.b.a. an independently owned and operated Home Instead franchise
  • Must demonstrate excellent oral and written communication skills and the ability to listen effectively
  • Must have the ability to work independently, maintain confidentiality of information and meet deadlines
  • Must have the ability to demonstrate effective interpersonal skills is essential as well as sound judgment and good decision-making
  • Must demonstrate discretion, integrity and fair-mindedness consistent with company standards, practices, policies and procedures
  • Must have the ability to organize and prioritize daily, monthly, quarterly and yearly work
  • Must have the ability to establish good working relationships with office colleagues, the franchise owner, clients and the community
  • Must present a professional appearance and demeanor
  • Must have the ability to operate office equipment
  • Must have the ability to operate HISC technology systems
  • Must have computer skills and be proficient in Word and Excel
  • Must be able to work evenings or weekends as required

Physical Job Requirements:

 

Physical Activity Requirements

Occasional
(0-35% of day)

Frequent
(36-66% of day)

Continuous
(67-100% of day)

Not Applicable

 

Sitting

 

X

 

 

 

Standing

X

 

 

 

 

Walking

X

 

 

 

 

Climbing

 

 

 

X

 

Lifting (Floor to Waist Level)

20 lbs.

0 lbs.

0 lbs.

 

 

Carrying Objects

X

 

 

 

 

Push/Pull

10 lbs.

0 lbs.

0 lbs.

 

 

Twisting

X

 

 

 

 

Bending

X

 

 

 

 

Reaching Forward

X

 

 

 

 

Reaching Overhead

X

 

 

 

 

Squat/Kneel/Crawl

X

 

 

 

 

Pinching/Fine Motor Activities

 

X

 

 

 

Keyboard use/Repetitive Motion

 

 

X

 

 

Lifting (Waist to Shoulder Level)

20 lbs.

0 lbs.

0 lbs.

 

 

Talk

 

 

X

 

 

Driving/Travel

 

 

 

X

 

Lifting (Shoulder Level & Above)

10 lbs.

0 lbs.

0 lbs.

 

 

 

Sensory Requirements

Accurate 20/40

Very Accurate 20/20

Not Applicable

 

Near Vision

X

 

 

 

Far Vision

X

 

 

 
         

 

Yes

No

Not Applicable

 

Color Discrimination

X

 

 

 
         

 

Minimal

Moderate

Accurate

Not Applicable

Depth perception

 

 

 

X

Hearing

 

X

 

 

         

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Environmental Requirements/Occupational Exposure Risk Potential

Reasonably Anticipated

Not Anticipated

 

Bloodborne/other biologic pathogens

 

X

 

Chemical

 

X

 

Airborne/aerosolized diseases

 

X

 

Extreme Temperatures

 

X

 

Radioactive materials

 

X

 

Uneven Surfaces or elevations

 

X

 

Extreme Noise Levels

 

X

 

Dust/particulate matter

X

 

 

Essential Home Instead

Competencies

Characteristics-All Roles

 

Delivering Results

Maintaining a high level of commitment to personally getting things done.

People who are competent at delivering results assume personal responsibility for achieving outcomes and work effectively with little direction. They are dependable and responsible.

Customer Service

Recognizing and understanding customers’ needs and delivering in a manner that exceeds customers’ expectations. People who are competent at customer service have a desire to please customers and can recognize customers’ needs. They consistently do more than is required of them to ensure that the customer is satisfied.

Influencing & Persuading

Convincing others to adopt a course of action. People who display this competency influence others without being excessively aggressive or pushy. They understand their audience and modify their method of persuasion accordingly. They are confident and do not give up easily.

Teamwork & Collaboration

Effectively working and collaborating with others toward a common goal. People who are competent at teamwork build and maintain cooperative work relationships with others. They complete their own tasks for group projects in a timely and responsible manner and directly contribute to reaching the group goal.

Interpersonal Communication

Communicating clearly and effectively with people inside and outside of the organization. People who are competent at interpersonal communication listen effectively and develop rapport with others. They are able to articulate their thoughts and ideas clearly, they present information in a straightforward and logical way, and they ensure that they are understood. They share information with others that will improve overall work progress.

Living Home Instead

Building trust, taking the lead and sharing your heart.

Home Care Consultant Competencies

Home Care Consultant

 

Innovation

 

Generating novel and creative solutions to problems that will result in improved performance, better outcomes, higher productivity, etc. People who are competent at innovation generate creative and novel ideas and solutions. They question how things have been done in the past and try to develop new ways to address business issues or problems. They are forward thinking.

Adapting to Change

 

Adapting to changing situations and restructuring tasks and priorities as changes occur within the business and organization. People who are competent at adapting to change are flexible in changing circumstances. They are open to change and different ways of doing things, and do not over-rely on old methods and processes.

Relationship Management

 

Developing and maintaining positive relationships with individuals outside their work group. People who are competent at relationship management actively seek opportunities to build relationships important to their business. They are in frequent contact with internal or external customers to assure satisfaction. They consider how their actions or decisions may impact other groups or departments and work collaboratively to accomplish work goals.

 

Each Home Instead franchise is independently owned and operated.

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