Responsibilities

• Conduct outbound marketing and relationship-building calls to referral sources and community partners.
• Develop and maintain strong professional relationships across the Southwest Florida region.
• Identify and cultivate new referral opportunities within the healthcare, senior services, and professional advisor communities.
• Represent the organization at networking events, professional meetings, community outreach initiatives, and educational events as appropriate.
• Maintain consistent follow-up with referral sources to strengthen relationships and support client referrals.
• Track outreach activity, referral sources, and follow-up efforts using established tracking systems or CRM tools.
• Provide regular updates to leadership regarding outreach activity, relationship development, and market feedback.
• Collaborate with the local branch manager and regional leadership to ensure outreach activities align with regional growth goals and service capacity.
• Support and reinforce the organization’s commitment to exceptional customer service and relationship-based sales practices.
• Serve as a positive ambassador for the organization within the community.

Requirements

• Experience in business development, sales, marketing, or relationship management preferred.
• Experience in healthcare, home care, senior services, or service-based industry is strongly preferred.
• Excellent interpersonal and relationship-building skills.
• Strong verbal and written communication abilities.
• Comfortable conducting outbound outreach and maintaining ongoing professional relationships.
• Highly organized with strong time management skills.
• Self-motivated with the ability to work independently while collaborating with leadership.
• Proficient with common technology tools, including email, CRM systems or tracking tools, and Microsoft Office or Google Workspace.

Preferred

• Experience in healthcare, home care, senior services, or service-based industry is strongly preferred.
• Proficient with common technology tools, including email, CRM systems or tracking tools, and Microsoft Office or Google Workspace.