Business Development Advisor

We Care Senior Care, Inc.; Racine (WI); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health, Dental & Vision Insurance

Competitive Salary + Generous Bonus

Paid Time Off

401(k) with Company Match

Paid Orientation & Ongoing Training

Company car provided

Company phone provided

Job summary

We Care Senior Care, a proud Home Instead franchise, is seeking a dynamic Business Development Advisor in a hybrid role in Racine, WI. You will lead strategic sales to expand our senior care services, visiting hospitals, physicians, and referral sources to grow the client base.

You will report to the General Manager and collaborate with the team to ensure effective onboarding, tracking in Salesforce, and achievement of quarterly targets.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years in sales, business development, or a related field (consultative sales preferred).
• Valid driver’s license with reliable, insured transportation.
• Proven success in territory management, relationship development, and sales performance.
• Strong communication, organizational, and presentation skills.
• Proficiency in Microsoft Office Suite and Salesforce CRM.
• Experience in home care, senior living, healthcare, or hospice (preferred).
• Knowledge of Medicare, VA, or private pay services (preferred).

Responsibilities

• Develop and execute sales plans to grow referrals and client base.
• Visit hospitals, physicians, home health, hospice, and senior facilities to generate referrals.
• Meet monthly inquiry generation and conversion goals.
• Present to healthcare professionals and community partners to build relationships.
• Maintain Salesforce CRM records and provide field insights to leadership.
• Collaborate with recruitment, scheduling, and care management to ensure client onboarding.
• Monitor KPIs and ROI from marketing efforts.
• Represent the company at community events, health fairs, and networking meetings.
• Drive local marketing and territory management initiatives.

Skills

Sales experience

Territory management

Relationship development

Communication

Presentation skills

CRM / Salesforce

Microsoft Office

Education

Bachelor’s degree or equivalent work experience

Tools

Salesforce CRM

Microsoft Office

Job description

About Us

Join We Care Senior Care, a proud Home Instead franchise, where our mission is to help seniors remain safe and cared for in their homes.

About Us

Join We Care Senior Care, a proud Home Instead franchise, where our mission is to help seniors remain safe and cared for in their homes.

At the heart of our culture is our core value:

• Love (v.)
• defined as: Patience, Kindness, Humility, Selflessness, Respectfulness, Forgiveness, Honesty, and Commitment. We seek individuals who lead with love in all they do.

About the Role:

The Business Development Advisor (BDA) is dynamic, hybrid role which combines sales leadership, community engagement, and strategic business development to expand our services and enhance the lives of older adults in our business territories.

Activities include but are not limited to generating client referrals by visiting hospitals, physicians, home health agencies, assisted living facilities, nursing homes, senior centers, hospice, funeral homes, etc. The BDA reports directly to the General Manager (GM) and works closely with all team members at the branch. This is a high-impact, field-based position ideal for a driven professional who is passionate about senior care and excels in strategic sales, referral development, and relationship building. We are looking for highly motivated individuals to join our growing team!

Benefits:

• Health, Dental & Vision Insurance
• Competitive Salary + Generous Bonus Structure
• Paid Time Off
• 401(k) with Company Match
• Paid Orientation & Ongoing Training
• Company car provided
• Company phone provided

Key Responsibilities:

• Sales Strategy & Execution
• Develop and implement strategic sales plans to grow referrals and client base.
• Analyze market trends and competitor activity to identify growth opportunities.
• Consistently meet or exceed monthly inquiry generation and conversion goals.
• Conduct presentations and face-to-face meetings with healthcare professionals, community partners, and referral sources.
• Referral & Relationship Development
• Build and maintain strong partnerships with hospitals, physicians, home health and hospice agencies. Along with developing partnerships with skilled nursing and rehab facilities.
• Establish and nurture relationships with assisted living communities, senior centers, and other senior-focused organizations.
• Represent Home Instead at community events, health fairs, and networking meetings.
• Conduct daily in-person marketing visits to referral sources across a defined territory.
• Recognize and celebrate key referral partners for their contributions.
• Maintain accurate records in Salesforce CRM and ensure real-time data entry.
• Convert RPN (Referral Partner Network) leads into consultations and closed sales.
• Marketing & Territory Management
• Execute local marketing and PR strategies to build brand visibility and engagement.
• Develop a lead pipeline through cold calls, emails, events, and relationship development.
• Monitor and report on sales activities, KPIs, and ROI from marketing efforts.
• Stay informed on competitor activities, industry trends, and market changes.
• Team Collaboration
• Collaborate with internal teams (recruitment, scheduling, care management) to ensure seamless client onboarding and service delivery.
• Provide field insights to inform leadership decisions and improve client services.
• All other duties as assigned

Qualifications:

• Bachelor’s degree or equivalent work experience.
• 5+ years in sales, business development, or a related field (consultative sales preferred).
• Valid driver’s license with reliable, insured transportation.
• Proven success in territory management, relationship development, and sales performance.
• Strong communication, organizational, and presentation skills.
• Proficiency in Microsoft Office Suite and CRM platforms (e.g., Salesforce).
• Preferred:
• Experience in home care, senior living, healthcare, or hospice.
• Knowledge of Medicare, VA, or private pay services.
• Established local healthcare or senior service connections.

Knowledge, Skills, and Abilities:

• Must demonstrate excellent oral and written communication skills and the ability to listen effectively.
• Must have the ability to establish good working relationships with Key Players, Care Professionals, Referral Sources, and Clients.
• 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 have the ability to organize and prioritize daily, monthly, quarterly and yearly work
• Must have the ability to present a professional appearance and demeanor.
• Must have computer skills and be proficient in Word and Excel

We Care Senior Care/Home Instead is proud to be an Equal Opportunity Employer.