
Business Development Representative & Sales Consultant
Job Description
Our mission is simple: reduce stress for older adults and their families during the most meaningful, and often most difficult, transitions of their lives. We do this with compassion, expertise, and a full suite of services tailored to each family's unique situation.
The right candidate is equally comfortable walking into a senior living community to introduce our services as they are sitting at a kitchen table with a family, listening carefully to their needs and recommending the right combination of services to reduce their stress and solve their problem.
This is not a cold-call role. This is a relationship role, built on genuine care for seniors and families, sustained by consistent, thoughtful outreach to the professional community that serves them.
- Identify, cultivate, and maintain relationships with key referral sources: senior living and assisted living communities, elder law and estate planning attorneys, financial advisors, hospice and home health providers, senior placement specialists, social workers, care managers, discharge planners, and faith-based community leaders
- Conduct in-person visits, deliver educational presentations, and host or attend lunch-and-learns at partner locations throughout the St. Louis metro
- Represent Caring Transitions and One Hand to Hold at networking events, senior service coalitions, chambers of commerce, and community outreach activities
- Maintain a consistent cadence of meaningful follow-up: in-person visits, phone calls, handwritten notes, and small appreciation gestures, to keep our team top of mind
- Collaborate with our Trusted Transition Team real estate team on shared referral sources: a relationship you build for CT can send a real estate client to TT and vice versa
- Capture client testimonials, partner stories, and content opportunities for our marketing team
In-Home Sales Consultations
- Promptly respond to and schedule inbound leads from our website, paid advertising, CTBids.com, social media, and other marketing channels
- Conduct compassionate, thorough in-home or virtual consultations with prospective clients and their families assessing scope, timeline, emotional needs, and budget
- Educate families on our full service menu: senior relocation, downsizing, packing, move management, estate sales, online auctions through CTBids.com, home cleanouts, space planning, and resettling
- Prepare written estimates and proposals, walk clients through pricing and next steps, and close with empathy, not pressure
- Coordinate a smooth handoff to our operations team once a project is signed, and follow up to ensure the client experience meets our standards
- Identify real estate needs during consultations and introduce the Trusted Transition Team's 4 Options model to families who may benefit
CRM, Reporting & Brand Stewardship
- Track all referral activity, lead status, consultations, and closed business in GoHighLevel (our CRM) maintained consistently, not as an afterthought
- Provide weekly activity summaries and pipeline updates to leadership
- Monitor your own key metrics: outreach contacts, consultations conducted, conversion rate, average project value, and referral source production
- Represent Caring Transitions and One Hand to Hold brand standards in all written, verbal, and in-person communications
- 2–5 years of experience in business development, outside sales, in-home sales, or relationship-based selling senior services, healthcare, or home services industry strongly preferred
- Demonstrated ability to build a referral pipeline from scratch and convert those relationships into measurable, consistent revenue
- Excellent interpersonal, presentation, and written communication skills: warm, professional, and genuinely persistent
- Emotional maturity and comfort in conversations with older adults and families navigating stressful, often grief-adjacent transitions
- Self-directed with strong organization, time management, and follow-through. You manage your own calendar and activity without micromanagement
- Proficient with CRM software, Microsoft Office or Google Workspace, and common digital tools
- Reliable personal vehicle, valid Missouri driver's license, current auto insurance, and willingness to travel locally throughout the St. Louis metro daily
- Ability to pass background checks
Preferred Qualifications
- Existing referral relationships within senior living, hospice, elder law, or real estate communities in the St. Louis market - bring your network
- Prior experience in senior living sales, senior placement, hospice, home health, or estate services
- Background in consultative or in-home sales, remodeling, home services, financial services, or real estate
- Familiarity with downsizing, estate liquidation, move management, or online auctions
- Bachelor's degree in business, marketing, communications, or a related field
Character
- Genuinely compassionate — you understand the weight of what families are carrying when they call us
- Mission-aligned — our work is grounded in compassion, integrity, and serving people well. That's not a tagline. It's how we make decisions.
- Relationship-first — you build trust before you build pipeline, and you protect those relationships carefully
- Builder mindset — you are energized by creating something, not just maintaining it