Health Care Sales Counselor

At Otterbein, you’re more than an employee, you’re a
Partner in Caring.

Together, we work side by side toward a shared goal: delivering person-centered care that respects every resident and the choices they make.

Whether in our vibrant communities, our welcoming small house neighborhoods, Home Health, Hospice or Home Office, we provide the highest level of compassionate, quality care.

Join our team of Partners who are talented, kind, wise, funny, spirited, generous, endearing, and truly one-of-a-kind.

Otterbein Senior Life Communities strive to enrich individual life journeys for those we serve, by providing high quality service in a cheerful, timely manner and by communicating, coordinating, and cooperating with others to attain goals.

Otterbein has an employment opportunity for a
Health Care Sales Counselor.

The Community Marketing Assistant/Health Care (Assisted Living and Skilled Nursing and Rehab) Lifestyle Counselor is a dual role:

• The Health Care Senior Life Counselor is responsible for achieving and exceeding sales goals while managing all aspects of the sales cycle—from initial inquiry and referral contact through admission. This includes clearly communicating the Otterbein value proposition, nurturing prospective residents and their families and guiding them through each step of the decision-making process. The counselor will maintain and develop the lead database, build strong relationships with key referral sources (such as physicians, nurses, social workers, discharge planners) and conduct outbound calls to generate visits and appointments.
• In addition, the Healthcare Counselor is accountable for driving occupancy by effectively managing leads for assisted living and long stay nursing, as well as short term post-acute rehabilitation. This includes coordinating referrals, completing insurance verifications and pre-authorizations, preparing admission paperwork and ensuring timely and effective communication with residents, families and referral partners throughout the process.

• Responsible for all duties, follow up and support to new residents (up to 90 days after move in).
• Maintain adequate supply of facility information packets.
• Follow up on all paperwork for admission of new residents (after move in) including dissemination of forms and set up of resident files.
• Be able to answer questions pertaining to admissions documents for all new residents.
• Included in the role is contract administration; all activities associated with the move-in/move-out process; reporting requirements (traffic, activity, SOAR, census, REPs, etc.); reception and phone responsibilities; planning and execution of logistical elements associated with events, programs, and meetings; and in some cases is also responsible for support in lead generation, sales calls and sales support.
• Prepares resident's face sheets and Business Office forms for new
• Interact with visitors, residents and family members in a positive manner, addressing a variety of issues and
• Maintain, develop, and strengthen working relationships with all internal departments and
• Be responsible for completing pre-admission processes that include verifying insurances, completing pre-authorization and utilization of point click care.
• Meet/exceed sales goals and meet/exceed Critical Success Factors such as outbound calls, one-on-one appointments, campus tours, lead generation/follow-up and target ratios.
  • Productive calls
  • Effective appointments and/or tours
  • Admissions
  • Census
• Develop, maintain, and execute a detailed prospect “Sales/Referral Marketing Plan” for Otterbein Heath care rooms/beds.
• Continually update an accurate contact management database, e.g. CRM, with all activity such as walk-ins, calls, letters, invitations, etc. and analyze and use data to drive sales results.
• Build relationships with existing and new prospective residents and move them effectively through the Otterbein Healthcare “Sales Funnel.”
• Build relationships with a network of key referral partners representing targeted hospitals, doctors' offices, senior centers, churches, social work environments, etc.
• Answer incoming calls and walk-ins, conduct campus…