Patient Care Consultant

TAG - The Aspen Group

Wake Forest (NC)

On-site

USD 28,000 - 36,000

Full time

14 days+
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Benefits offered by this job

Paid time off
Health insurance
Dental insurance
Vision insurance
401(k) with match
Career development opportunities
TAG U learning

Job summary

TAG - The Aspen Group is seeking a Patient Care Consultant in Wake Forest, NC to guide patients through treatment plans with empathy and consultative sales. This role supports a patient-first experience and collaborates with clinicians and leaders to deliver high-quality care.

You will build trust, present customized payment plans, and act as the primary contact after visits while meeting performance goals in a fast-paced dental services environment.

Qualifications

  • 2+ years in consultative sales, patient care coordination, or customer service (healthcare or retail sales preferred).
  • Proven track record of meeting or exceeding sales or conversion goals.
  • Excellent communication, interpersonal, and objection-handling skills.

Responsibilities

  • Consult with patients on recommended treatment plans and product options in clear terms.
  • Build trust and confidence by addressing objections with empathy and clarity.
  • Create and present customized payment plans tailored to patients’ financial needs.
  • Be the patient’s main contact after the initial visit and provide guidance.
  • Support treatment acceptance using consultative sales techniques that link needs to solutions.
  • Follow up with patients to help decide on treatment and ensure timely communication.
  • Track KPIs and document interactions using CRM tools for follow-ups.
  • Partner with dental team to deliver patient-first experiences and adhere to policies.
  • Collaborate with Regional Sales Manager to refine consult approaches and improve close rates.
  • Identify opportunities for additional services or products to enhance outcomes.
  • Ensure a smooth handoff from consultation to procedure and reduce patient stress.
  • Deliver an exceptional patient experience—supportive, transparent, and compassionate.

Skills

Consultative sales
Customer service
CRM familiarity

Job description

Patient Care Consultant

At Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive compensation, and career growth opportunities will help you thrive in your career. When you join our team as a Patient Care Consultant, you will have the opportunity to give back to communities and positively impact patients’ lives by helping them through their smile transformation journey.

Job Type: Full-time
Salary: $20 - $26 / hour + uncapped incentive opportunity

At Aspen Dental, we put You First. We offer:

  • A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match*
  • Career development and growth opportunities to support you at every stage of your career
  • A fun and supportive culture that encourages collaboration and innovation
  • Free Continuous Learning through TAG U
How You’ll Make a Difference

As a Patient Care Consultant, you will as the primary treatment plan advisor for patients. You’ll guide them through their smile transformation by combining empathy with consultative sales skills to help patients commit to treatment with confidence.

  • Consult with patients on recommended treatment plans and product offerings, explaining options in clear, compassionate terms as outlined by the clinician
  • Build trust and patient confidence by overcoming objections with empathy, education, and financial clarity
  • Create and present customized payment plans tailored to each patient’s financial needs
  • Act as the patient’s primary point of contact after their initial visit, answering questions and providing ongoing guidance
  • Support treatment acceptance by applying consultative sales techniques that connect patient needs with appropriate solutions
  • Follow up with patients to encourage treatment decisions and ensure timely communication
  • Track and report on KPIs (e.g., consult-to-acceptance rates, follow-up conversion, payment plan adoption) while leveraging CRM tools to document interactions and monitor follow-ups
  • Partner with the dental team to deliver high-quality, patient-first experiences that align with company policies, regulations, and dental board standards
  • Collaborate with the Regional Sales Manager to refine consult approaches, improve close rates, and stay current on product offerings, promotions, and financing options
  • Identify opportunities for additional services or products that enhance patient outcomes and practice performance
  • Ensure a smooth handoff from consultation to procedure, minimizing patient stress and creating a seamless experience
  • Deliver an exceptional patient experience with every interaction—supportive, transparent, and compassionate—building loyalty and trust in Aspen Dental
Qualifications
  • 2+ years of experience in consultative sales, patient care coordination, or customer service (healthcare or retail sales preferred)
  • Proven track record of meeting or exceeding sales or conversion goals
  • Excellent communication, interpersonal, and objection-handling skills
  • Ability to simplify clinical recommendations into patient-friendly language
  • Strong organizational and time-management skills; comfortable using CRM or patient management systems
  • Patient-first mindset with empathy, professionalism, and active listening skills
  • Resilient and adaptable in a fast-paced environment
  • Collaborative team player who partners effectively with clinicians and leaders
  • Results-oriented, motivated by both patient outcomes and performance goals

Aspen Dental-branded practices are independently owned and operated by licensed dentists. The practices receive non-clinical business support services from Aspen Dental Management, Inc., a dental support organization.

*May vary by independently owned and operated Aspen Dental locations.

TAG - The Aspen Group was built on the simple idea of bringing better healthcare to more people. The independent healthcare practices TAG supports,operatemore than 1,300 locations in 45 states through its six consumer healthcare brands: Aspen Dental®,ClearChoiceDental Implant Centers®,WellNowUrgent Care®, Chapter AestheticStudio, and Lovet Pet Healthcare. Combined, the practices serve more than35,000 patientsa day and more than8 million patientseach year. TAG is headquartered at 800 W. Fulton Market in Chicago. For more information, visit teamtag.com.

TAG-The Aspen Group, its affiliates, related companies and supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated againston the basis ofdisability.

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