Senior Care Advisor

CarePatrol of the Fox Cities & Green Bay; Green Bay (WI); On-site; USD 50,000 - 90,000; Full time

Job summary

CarePatrol of the Fox Cities & Green Bay is seeking a Senior Care Advisor to build a pipeline of prospective clients and referral partners. You will meet with seniors and families to understand care needs, preferences, and timing, and develop relationships with hospitals, case managers, and community partners.

The role emphasizes compassionate guidance and proactive outreach throughout Green Bay and the Fox Cities.

Qualifications

• Two+ years in consultative, relationship-based sales preferred.
• Ability to manage sales process and hit measurable goals.
• Experience in senior services or healthcare is helpful but not required.

Responsibilities

• Build and manage a pipeline of prospective clients and referral partners.
• Meet with seniors and families to understand care needs and preferences.
• Develop relationships with hospitals, social workers, and community partners.
• Create referral opportunities through outreach, networking, and events.
• Advocate for clients through decision-making and transition processes.
• Maintain accurate client and referral activity in the CRM system.

Skills

Sales experience

Relationship building

Communication

Time management

Travel readiness

Education

Some college education

Bachelor’s degree welcomed but not required

Tools

CRM software

Job description

This is a sales role with a mission. You will build a pipeline, earn trust, guide families through difficult decisions, and convert opportunities into successful outcomes. What makes this role different is what you are selling: clarity, confidence, and peace of mind for seniors and their families.

CarePatrol is a national senior-care advisory organization with more than 200 locally owned offices. Our local team helps families understand and evaluate options such as assisted living, memory care, independent living, in-home care, and skilled nursing care. Our advisory service is provided at no cost to families.

We are growing and looking for a driven Senior Care Advisor who can balance compassionate family guidance with proactive relationship development throughout Green Bay and the Fox Cities.

What you’ll do

• Build and manage a pipeline of prospective clients and professional referral partners.
• Meet with seniors and families to understand their care needs, concerns, goals, preferences, and timing.
• Develop relationships with hospital discharge planners, social workers, case managers, healthcare professionals, senior living providers, and community partners.
• Create new referral opportunities through consistent outreach, follow-up, networking, presentations, and community involvement.
• Advocate for clients throughout the decision-making and transition process while maintaining professional boundaries and confidentiality.
• Maintain timely, accurate client and referral-partner activity in CarePatrol’s customer relationship management system.
• Communicate clearly with families, referral sources, providers, and the internal team from first contact through post-move follow-up.
• Track activity, conversion, move-ins, and other performance expectations; use the numbers to improve results.
• Represent CarePatrol professionally at networking events, healthcare conferences, association meetings, and community expos.

Who will thrive here

The right person is equally comfortable at a family’s kitchen table, in a hospital or skilled nursing facility, and in a business-development meeting. You bring empathy to sensitive conversations and urgency to the sales process.

• Sales-minded: You enjoy pursuing opportunities, managing a pipeline, overcoming objections, and closing.
• Persistent: You are comfortable with rejection, stay consistent, and keep following up without becoming discouraged.
• Relationship-driven: You build genuine trust with families, healthcare professionals, and community partners.
• Emotionally intelligent: You can lead with compassion while helping families make timely decisions.
• Accountable: You welcome goals, coaching, and clear expectations.
• Organized: You can manage multiple families, referral sources, tours, follow-ups, and deadlines without losing details.
• Self-directed: You take initiative, plan your week, and work independently while staying connected to the team.
• Adaptable: You remain calm and responsive when priorities shift or a family’s needs change quickly.

Qualifications

• Two or more years of consultative, relationship-based, business-to-business, healthcare, or community sales experience is preferred.
• A demonstrated ability to develop relationships, manage a sales process, and achieve measurable goals.
• Experience in senior services, healthcare, social work, case management, senior living, home care, or a related field is helpful but not required.
• Some college education is preferred; a bachelor’s degree is welcomed but not required.
• Strong verbal, written, and presentation skills.
• Sound judgment, discretion, integrity, and professionalism.
• Comfort using technology, maintaining detailed records, and learning a customer relationship management system.
• A valid driver’s license, reliable transportation, and the ability to travel regularly throughout the local market.

Work expectations

• Full-time position with frequent local travel throughout Green Bay and the Fox Cities.
• The role includes in-person family meetings, tours, partner visits, networking, and community events.
• Occasional after-hours calls and periodic weekend on-call responsibilities may be required based on family needs.