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Posted by Montcordia on 03/21/2023 in Aging in Place
Home Care Sales Consultant

Home Care Sales Consultant

Montgomery County, MD NW DC Loudoun County, VA

59,700.00 - 74,600.00
Employment Type

Montcordia Summary: Montcordia is a private pay, concierge-level senior services program within an established nonprofit agency, Service Coordination, Inc. (SCI).  Montcordia was created for clients seeking a deeply vetted and highly trained team of professionals that deliver truly person-centered care.  Montcordia provides exceptional companion care and Aging Life Care Management services that enable seniors to age at home safely and securely while achieving personally defined optimal quality of life outcomes.


Position Summary:

The Care Consultant will counsel discerning clients and/or their family members through the sales process, ensuring satisfaction at each step.  When not immersed in the sales process, the Care Consultant will assist the Business Development Manager with promoting Montcordia in the community and developing and maintaining referral relationships.


Essential Duties:

  • Primary Responsibilities
    • Meet sales targets by building relationships with and counseling prospective clients and/or family members through the sales process:              
      • Identify and promote ways for Montcordia to meet prospective and current clients' needs.
      • Respond promptly to all prospective client inquiries and ongoing communications.
      • Build and maintain relationships with prospects and referral sources through visits and regular contact, ensuring consistent satisfaction.
      • Schedule client assessments with the team and attend these meetings in clients' homes to promote Montcordia, answer questions, and close the sale.
      • Review agreements with clients, answer their questions.
      • Collaborate with the Montcordia leadership team to ensure Care Partners matched with clients meet the client's unique wishes and needs.
  • Support Responsibilities
    • When not engaging in sales activities, support the Business Development Manager to promote Montcordia and grow the referral network:
      • Represent Montcordia at events, networking groups, and in other community settings.
      • In conjunction with the Business Development Manager:
        • Develop and implement creative approaches for identifying and building relationships with key referral sources.
        • Plan and deliver community educational programs.
  • Log all sales and business development support activities in Montcordia's CRM
  • Promote a positive image of Montcordia in the community.
  • Complete special projects or perform other duties as needed.


Other Responsibilities:

  • Model and promote organizational philosophies of person–centeredness and shared leadership in all interactions with internal and external stakeholders.
  • Participate in meetings and training sessions that offer learning opportunities and that promote and enhance skills and professional development.
  • Ensure that assigned organizational project objectives are met.
  • Perform all duties as described and others as required, using the foundation of the organization's philosophies and values.


Supervisor Responsibilities:

  • None



  • Bachelor's degree in marketing, business, or a related field.



  • Proven ability to develop and implement an effective sales plan.
  • Proven ability to consistently achieve sales goals.
  • Poised professional with energy and drive to succeed in a dynamic and entrepreneurial environment.
  • Experience in senior services
  • 2+ years' sales experience preferred.
  • Existing connections within Montgomery County, MD, and/or Northern VA preferred.


SCI Value-Related Competencies:

  • People Come First (Customer Focus): Thinks and acts with people we support in mind when making decisions. Dedicated to meeting the expectations and requirements of internal and external shareholders, uses information and feedback to improve services.
  • Building Relationships and Connections: Interpersonal savvy. Relates to all kinds of people. Builds appropriate rapport, uses diplomacy and tact, and diffuses high-tension situations comfortably. Establishes and maintains meaningful connections within the community and the organization (internal and external stakeholders)
  • Education (Informing Others): Quickly finds common ground to solve problems. Is seen as a cooperative team player. Provides coaching and mentoring to team members. Consistent communicator provides team members with the tools they need to perform their jobs in a timely manner. Explores all available options to make the best decision for internal and external holders.
  • Diversity: Values, appreciates, and honors the ways in which cultural differences can create value in organizations. Is service oriented: Demonstrates a commitment to the philosophies for services and the goal of independence for the people we serve. Raises awareness in communities to appreciate the similarities and unique gifts of each person. Interacts with all kinds of team members equitably, deals effectively with all races, nationalities, cultures, disabilities, ages, and genders, and supports equal and fair treatment and opportunity for all.
  • Driving Solutions (Perseverance): Pursues all initiatives with energy, drive, and the goal to succeed.

Job-Specific Competencies:

  • Highly developed interpersonal and communication skills, both written and verbal, and a professional demeanor that interacts clearly, and effectively with a wide variety of people including internal and external stakeholders, potential clients, and their families.
  • Excellent customer service skills, including listening and problem-solving skills keeping the client at the center of proposed solutions.
  • Professional presence with a natural ability to represent Montcordia internally and externally in a consistent manner in small and large groups, informal and formal settings.
  • Strong organizational skills and ability to prioritize multiple deadlines and initiatives; strong project management and multi-tasking capabilities; ability to work with autonomy and flexibility.
  • Ability to track and analyze applicable metrics and key performance indicators and apply learning to marketing and enrollment efforts.
  • Excellent computer skills
  • Ability to act in a manner that reflects positively on the organization and to respect the confidential nature of the information.
  • Have a reliable automobile to travel to meetings, etc., and a valid driver's license with a good driving record.
  • Ability to work evenings and weekends as needed to grow the program.



  • None


Physical Demands: Generally, presents standard office environment. Must be able to remain in a stationary position >95% of the time. Continually operates a computer, keyboard and mouse, and other office productivity machinery, such as a calculator, copy machine, printer, and mobile Smartphone device. Constantly positions self to comfortably maintain computer equipment. May occasionally be required to move about in an office setting or position office equipment weighing between 10-25 pounds. Vision abilities required by this job include close vision. Ability to operate a motor vehicle. The person in this position frequently communicates with other people. Must be able to exchange accurate information in these situations. IT Roles must be able to position self to maintain computers and equipment, including under desks and in server room(s). Frequently moves equipment weighing up to 50 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. This job description is subject to change at any time. I hereby acknowledge that I have been provided the opportunity to discuss the job description above with my Supervisor and I understand the responsibilities and duties described above.



Disclaimer: The recruitment process is approved by Service Coordination Inc.’s Recruitment Committee and subject to change based on business needs.

In recognition of the continuing COVID-19 pandemic, Service Coordination Inc (SCI) is committed to maintaining a safe and healthy workplace. Because of this, SCI is requiring all new hires to be fully vaccinated. New hires will be required to provide proof of vaccination status as part of the on-boarding process. SCI provides reasonable accommodations, absent undue hardship, for medical reasons under ADA and for employees with sincerely held religious beliefs, observances, or practices that conflict with getting vaccinated. You may request reasonable accommodation or other exemption to Stephanie Bidle at sbidle@sc-inc.org.

Service Coordination is an equal opportunity employer and committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, hair texture or protected hairstyle, veteran status, or genetic information. Service Coordination is also committed to providing equal opportunity and access to individuals with disabilities by ensuring reasonable accommodations are provided to participants in the job application or interview process. To request a reasonable accommodation, contact Kathryn Eckert at kathryn.eckert@sc-inc.org or 410-218-5581.

SCI does not sponsor for immigration, including for H-1B, TN, and other non-immigrant visas, for this role.

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