Membership Consultant

Membership Growth Consultant (MGC) – Responsibilities

• Nurtures, builds and cultivates direct‑to‑senors and business‑to‑business partnerships to generate new patient opportunities year‑round.
• Meets with individual seniors and groups to share the Chen Med value proposition.
• Plans, coordinates and executes local events within the community (information tables, health fairs, doc talks, etc.).
• Cultivates strong relationships with health plan agents, insurance agents, social workers, case workers, senior housing managers, senior centers and related community providers.
• Partners with community officials, businesses and senior outreach programs to develop initiatives that drive new patient growth.
• Schedules one‑on‑one sales meetings and referral relationships with plan agents, independent brokers and the senior community.
• Manages vendors related to event planning and negotiates contracts with venues.
• Ensures insurance agents and/or brokers are invited to community events.
• Leverages marketing and sales tools to identify solutions and sell to new customers.
• Maintains up‑to‑date client information in the CRM tool (Sales Force).
• Utilizes the CRM to document interactions and manage leads.
• Provides monthly activity calendar reflecting community access points and new tabletop venues.
• Creates penetration plans and initiatives in key target markets and channels.
• Recovers dormant customers via sales tools and marketing campaigns.
• Drives new member growth by educating potential patients on the Chen Med value proposition and healthcare model.
• Delivers presentations in front of large audiences.
• Develops all distribution channels to support new patient enrollment growth.
• Uses all sales tools provided to ensure efficiency and collection of pertinent data.
• Partners with sales leadership to improve effectiveness of engagements with distributors, vendors and community partners.
• Builds trusting relationships with brokers, insurance agents, case workers and third‑party vendors.
• Develops and executes specific broker and partner strategies and plans.
• Engages with new patients through and beyond their first appointment.
• Maintains relationships with enrolled patients to positively impact retention.
• Helps address and resolve customer complaints and issues.
• Performs other related duties as assigned.

• Instills trust through honesty, integrity and authenticity.
• Shows reliability by following through on commitments and maintaining confidentiality.
• Is results‑driven, consistently achieving goals even under tough circumstances.
• Is action‑oriented, seizing new opportunities with urgency and enthusiasm.
• Communicates effectively across audiences and settings, listening attentively and adjusting to fit the audience.
• Demonstrates resilience, staying confident under pressure and bouncing back from setbacks.
• Builds a strong internal and external network, maintaining relationships across functions.
• Focuses on customer needs, building strong relationships and delivering customer‑centric solutions.
• Persuasively argues to gain support and commit others, negotiating skillfully without damaging relationships.

• High business acumen and organizational skills to manage multiple priorities in a fast‑paced environment.
• Expertise in negotiation, probing, closing and handling objections.
• Proficiency in MS Office (PowerPoint, Excel, Word, Outlook) and CRM tools (Sales Force).
• Excellent written and verbal communication, including pitch letters, outbound calls and group presentations.
• Positive, warm disposition attractive to seniors and their caregivers.
• Fluency in English; bilingual is a plus.
• Willingness to travel locally, regionally and nationwide up to 75% of the time.

• High School Diploma…