Enrollment Advisor

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Outreach & Engagement Director Full Time Sales Holly Hill, FL, US

2 days ago Requisition

Join Bold Age PACE and Make a Difference!

Why work with us?

• A People First Environment:
  We make what is important to those we serve important to us.
• Make an Impact:
  Enhance the quality of life for seniors.
• Professional Growth:
  Access to training and career development.

Competitive Compensation :

• Generous Paid Time Off
• 401K with Match*
• Life Insurance
• Tuition Reimbursement
• Flexible Spending Account
• Employee Assistance Program

BE PART OF OUR MISSION!

Are you passionate about helping older adults live meaningful, independent lives at home with grace and dignity? Bold Age PACE is an all-inclusive program of care, personalized to meet the individual health and well-being needs of our participants. Our approach is simple:
We listen to our participants and their caregivers to truly understand their needs and desires.

ENROLLMENT ADVISOR - REMOTE

Under the general direction of the Enrollment Advisor Lead, the Enrollment Advisor is the first and primary point of contact for new referrals and early-stage prospects; owning timely outreach, intake, early engagement, and the judgment-based decisions that determine how each prospect advances. Working a high-volume pipeline by phone, text, and email, the Advisor applies independent judgment and proven sales practices to deliver rapid response, run discovery tailored to each individual, sell the value of PACE, determine the right pathway, and advance every prospect toward enrollment readiness with a secured next step.

The Advisor introduces prospective participants and their families to the PACE program, uncovers their needs and challenges, and independently exercises judgment to qualify or disqualify prospects, determine eligibility alignment, and decide the stage and pathway each prospect should follow. The Advisor initiates required documentation and Medicaid verification in coordination with internal partners, maintains accurate and timely CRM documentation, and executes a warm, confidence-building handoff and endorsement to the Enrollment Navigator for a seamless transition.

The Enrollment Advisor represents Bold Age PACE with professionalism and empathy, embodying our values of People First, Seek to Understand, Exceed Expectations, Do the Right Thing, and Be Bold, and plays a critical role in improving speed-to-lead, reducing lost opportunities, and supporting overall census growth.

Exercise Independent Judgment on Matters of Significance

• Decide funnel placement. Independently assess each prospect’s circumstances and determine which stage of the enrollment funnel they belong in and how and when to advance them; a decision that directly shapes pipeline accuracy and enrollment outcomes.
• Determine eligibility alignment. Weigh each prospect’s health, financial, situational, and “why now” factors against PACE program requirements to independently judge whether they are a viable candidate for enrollment, exercising discretion in ambiguous and borderline cases rather than applying a fixed checklist.
• Disqualify and loss leads. Exercise independent authority to disqualify a prospect or mark a lead lost when judgment indicates they are not the right fit , a significant decision that governs how the organization invests its enrollment resources and protects pipeline integrity.
• Own the pathway. Independently determine the optimal nextstep and pathway to enrollment for each prospect, adapting strategy to the individual rather than following a single prescribed track.