Engagement Advisor jobs in United States
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24 Hour Home Care · 1 day ago

Engagement Advisor

24 Hour Home Care is a trusted in-home care company committed to making a positive impact in people's lives every day. The Engagement Advisor is responsible for being the first point of contact with prospective clients and families, engaging leads to understand needs, educate on services, and assess eligibility while coordinating closely with Sales and Operations.

Health CareHome Health Care
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Culture & Values

Responsibilities

Initiate and manage outreach to leads and referrals via phone, email, and messaging platforms to assess needs and drive engagement
Conduct structured intake conversations and care assessments to gather complete, accurate client and caregiver information
Submit eligibility information to health plans and coordinate communication between clients, plans, and internal teams
Educate prospective clients and families on services, value proposition, and next steps in the intake process
Address objections and concerns using consultative sales techniques to progress clients through the engagement cycle
Maintain timely, accurate documentation of all activity, notes, and outcomes in Salesforce
Collaborate with territory sales representatives and internal stakeholders to ensure aligned handoffs and client experience

Qualification

Sales experienceCustomer serviceCRM proficiencyObjection handlingCommunication skillsOrganizational skillsProblem solvingAdaptabilityRelationship building

Required

1–2 years of experience in sales, intake, customer service, or client-facing support roles
Experience engaging clients or customers by phone in a fast-paced environment
Ability to manage multiple conversations, priorities, and follow-ups simultaneously
Comfort working within performance metrics and accountability standards
Strong phone presence with excellent verbal and written communication
Relationship-building and trust-establishment skills
Objection handling and consultative sales mindset
Organization, attention to detail, and disciplined follow-through
Coachable, adaptable, and open to continuous feedback
Proactive, solutions-oriented approach to problem solving
Proficiency with CRM systems (Salesforce preferred) and Microsoft Office

Preferred

Familiarity with regulated environments such as healthcare, social services, or insurance

Company

24 Hour Home Care

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One of the largest, most trusted in-home care companies in the nation.

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-10-14Acquired

Leadership Team

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Ryan Iwamoto
President and Co-Founder
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Jacqueline E. Davis ✯ COO, CPA
Chief Financial Officer, CFO | Chief Operations Officer, COO | Vice President, VP | Controller
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Company data provided by crunchbase