- Take warm inbound calls and guide families through their options using a consultative, empathy-first approach.
- Ask thoughtful questions, listen carefully, and build the trust families need to feel confident making a decision.
- Follow up via phone, text, and email at a pace that respects where each family is, not just your pipeline.
- Own your results: track what's working, flag what isn't, and continuously refine your approach.
- Grow your craft through ongoing coaching, training, and deep product and industry knowledge so you can show up as a trusted advisor, not just a rep.
- Work in a modern sales stack: HubSpot, Aircall, GSuite, and Slack.
HubSpotGoogle WorkspaceSlack