Outreach Benefits Advisor

Overview

Multi-Channel Outreach Expert

Purpose-Led Selling

Sales-Driven & Tech-Savvy

Preferred experience:

• Senior-level experience building community-based referral networks, with a proven ability to generate self-sourced leads, halls, local events, or community partnerships, resulting in measurable increases in patient/client enrollment.
• Demonstrated success managing a full-cycle sales process :  from lead generation and outreach through enrollment/service agreement signing including experience navigating eligibility documentation and compliance-driven paperwork in a regulated or benefits-based industry.

As the Outreach Benefits Advisor, you play a pivotal role in driving patient growth within your designated market. Your main responsibilities include establishing and nurturing relationships with key lead and referral sources in the community, converting leads into patients, and educating them about the benefits available through the Energy Employees Occupational Illness Compensation Program Act (EEOICPA) and Radiation Exposure Compensation Act (RECA). You’ll be proactive in signing new service agreements and adept at navigating paperwork processes. Serving as a knowledgeable resource on company services, you’ll offer tailored guidance to potential claimants and clients, serving as their initial point of contact and assisting them throughout the eligibility process. Meeting monthly quotas set by management is a key expectation in this sales role, which is centered on outreach, prospecting, and lead generation.

Responsibilities

1. Attending in-person, online, and phone appointments.

2. Make outbound sales calls and enter and maintain lead and opportunity data in CRM.

3. Contact, follow up, and convert leads provided by marketing, sales, leadership, and your individual efforts into patients.

4. Determine potential eligibility for services and educate them about benefits under the EEOICPA and RECA.

5. Prepare documents and written communication with leads.

6. Develop and maintain relationships with sources to identify potential patients and generate leads locally.

7. Manage the entire sales process from sourcing to securing patient enrollment, ensuring compliance with company policies.

8. Build and maintain positive working relationships with local lead sources.

9. Monitor and maintain sales metrics, including data entry in the CRM, to evaluate effectiveness and identify areas for improvement.

10. Must pass a criminal background check and drug screen as applicable by state.

11. Perform other duties as assigned.

12. Ensure adherence to all company policies throughout the sales process.

Qualifications

• Relationship-Centered Sales Success

• At least 2 years of experience in consultative or relationship-based sales, ideally within Home Health, Department of Labor (DOL) programs, or other service-oriented industries.

• Proven track record of success by building long-term trust with clients, not just closing deals.

• Trusted Communicator

• Ability to build rapport with a unique audience — many of whom are retired or disabled energy workers seeking support and clarity.

• Empathetic listener who can explain complex benefit programs in simple, respectful terms.

• Phone & CRM Experience

• Confident and professional in phone-based outreach, with experience using CRM tools and call center systems to manage and nurture client relationships.

• In-Person Engagement & Community Presence

• Comfortable meeting with individuals or small groups at events, union halls, or local community gatherings.

• Understands the power of face-to-face interaction in developing trust and credibility.

• Excellent Communication & Interpersonal Skills

• Strong written and verbal skills, with a natural ability to connect on a human level, regardless of background or education level.

• Self-Starter with a Service Mindset

• Able to work independently while remaining committed to a shared mission.

• Motivated by purpose — not just numbers.

• Organized & Reliable

• Strong follow-through and time management to ensure no client falls through the cracks.

• Tech-Savvy & Adaptable

• Proficient in Microsoft Office (Word, Excel, Outlook), and comfortable learning new tools to better serve clients.

Pay Range

USD $60,000.00 - USD $70,000.00 /Yr.