Sales Support Specialist

Company description:

Friends Life Care is a Quaker-based nonprofit that pioneered the concept of continuing care at home. Friends Life Care has offered a unique alternative or supplement to long-term care insurance for 35+ years. Our service is designed to help our members successfully age in place and remain independent.

Our mission is to help seniors and baby boomers thrive as they age. Friends Life Care has a philosophy of VigR(R) Vitality, Independence, Growth, Resilience(TM) to keep our members healthy and help them thrive in their own home for as long as possible. Quaker values of integrity, inclusion, compassion, and respect for human dignity provide focus for our work today and for the future.

Friend Life Care has a multidisciplinary team of professionals focused on the health and wellness of our members, care management with a network of credentialed caregivers, and recommendations for improving home accessibility. We provide members with financial security and peace of mind.

Overview:

Friends Life Care is seeking a Sales Support Specialist to support the organization in achieving its sales goals. This position plays a critical role in driving sales success by serving as a primary point of contact for prospective members early in the sales process. This highly phone-focused role is responsible for proactive outreach, relationship building, lead nurturing, and sales coordination. The ideal candidate is self-motivated, enjoys talking with people, builds trust quickly, and follows through consistently. This role is also designed as a growth opportunity, with the potential to develop into a Plan Counselor position over time based on performance and business needs.

In this hybrid role, they will work remotely from their home office and in person at our Blue Bell, PA office, as well as attend Friends Life Care sales seminar presentations in southeastern Pennsylvania and Delaware. The ideal candidate is organized, collaborative, a professional communicator (in-person, on the phone, in email and via videoconference) and results driven. In addition, the ideal candidate will be comfortable working in a small company and growing their experience and skills in the position.

Key Responsibilities:

• Conduct proactive outbound calls to prospects and respond to inbound inquiries to engage prospects and applicants throughout the sales lifecycle.
• Answer general questions, confirm basic eligibility, and set appointments for consultations with the Plan Counselor.
• Document all interactions, notes, and next steps accurately in Salesforce CRM
• Initiate and maintain relationships with prospective members through personalized, consultative outreach.
• Partner with the Plan Counselor and Sales and Marketing Assistant to ensure smooth underwriting and application experience.
• Provide clear, timely communication throughout the applicant journey to support successful onboarding.
• Represent the organization at presentations, workshops, webinars, and community events.
• Collaborate with the marketing team by sharing consumer insights and supporting lead generation efforts.
• Network with referral sources to identify new business opportunities.
• Maintain strict confidentiality of applicant and member information in compliance with HIPAA regulations.
• Adhere to all organizational policies, procedures, and standards.

Success in This Role Looks Like

• Comfortably spending a significant portion of the day on the phone
• Motivated by connecting with older adults and professionals to help them move themselves or clients towards application.
• Taking initiative without needing close supervision.
• Following up reliably and closing the loop on every prospect touchpoint.
• Representing the organization positively and professionally in every interaction.

Qualifications:

• A Bachelor’s degree, preferred.
• Minimum of 2-4 years of experience in sales or related positions.
• Proficiency in Salesforce CRM, DocuSign, Microsoft Suite, and other department specific technology and tools.
• Outstanding communication and interpersonal skills verbal and written including the ability to write effective, professional emails and messages.

Highlight – Best Places to Work & Platinum SAGECare Credential

Compensation – Base Salary $55k with commission potential of $5k to 10k.

FLCP provides equal employment opportunities to all employees and applicants for employment without regard to their status in any protected class, including but not limited to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, lay off, recall, transfer, leave of absence, compensation, and training.