Responsibilities

• Identify, cultivate, and maintain relationships with referral sources including hospital discharge planners, social workers, elder law attorneys, financial planners, home care agencies, and community organizations.
• Maintain a consistent outreach rhythm through coffees, lunch-and-learns, community events, and drop-ins to stay top of mind with active referral partners.
• Represent both brands at senior-focused networking events and community forums across Greater Rochester.
• Track all outreach, contacts, and pipeline in our CRM and report on referral source performance weekly.
• Work with ownership to develop and refine partner outreach materials and value propositions for distinct referral audiences.
• Conduct in-person tours of assisted living, memory care, and independent living communities on behalf of clients referred through our Assisted Living Locators practice.
• Prepare for each tour by understanding the client’s care needs, budget, location preferences, and family dynamics.
• Serve as a knowledgeable, calm, and compassionate guide throughout the touring process, advocating for the client while building positive relationships with community staff.
• Provide structured post-tour summaries and recommendations to clients and to the placement advisor managing the case.
• Support move-in coordination between families, communities, and our Caring Transitions team where applicable.