Plan Counselor

Working alongside another Plan Counselor, this role is responsible for managing the sales pipeline, preparing and presenting personalized plan proposals, addressing objections, and guiding leads through a consultative sales process. The Plan Counselor nurtures prospects through underwriting and successfully closes approved applicants, converting them into new members.

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:

• Sales Performance & Pipeline Management
• Achieve assigned annual sales goals, including new member signings and revenue targets.
• Develop and implement sales strategies to build and maintain a strong, qualified pipeline.
• Accurately track all sales activities using Salesforce and ensure timely completion of contracts via DocuSign or in person.
• Lead Engagement & Consultative Selling
• Initiate and maintain relationships with prospective members through personalized, consultative outreach.
• Conduct proactive outreach via calls, video, email, social media, in-person visits, and more to drive engagement and conversions.
• Understand individual prospect needs and present tailored plan proposals to guide them through the decision-making and enrollment process.
• Applicant Support & Collaboration
• Partner with the admissions team and internal staff to ensure a smooth underwriting and application experience.
• Provide clear, timely communication throughout the applicant journey to support successful onboarding.
• Industry Knowledge & Communication
• Stay informed about the continuing care at home industry and effectively communicate Friends Life Care’s unique value proposition.
• Use a variety of communication channels (phone, email, text, video, in-person) to deliver compelling and compliant messaging.
• Marketing & Outreach Participation
• 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.
• Compliance & Confidentiality
• Maintain strict confidentiality of applicant and member information in compliance with HIPAA regulations.
• Adhere to all organizational policies, procedures, and standards.

Compensation: Commission Sales with Base Salary