Client Services Representative (Banking) jobs in San Diego, CA

Are you motivated by the opportunity to do meaningful work? Would you value working for a local, well-established company in a small-team environment?

Windward Life Care is currently seeking a full-time Client Services Representative to join our team! We are proud to be a San Diego Union-Tribune Top Workplaces award winner for 2019, 2020, 2021 and 2022.

This position reports to and works closely with the Director of Business Development in responding to leads for new potential clients in need of Windward Life Care’s care management and in-home care services.

Responsibilities include:

• Manage the internal sales function
• Respond to leads and inquiries, qualify new potential clients, and close sales through the agreement signature and scheduling of assessments and consultations
• Manage the sales pipeline: Document leads, potential clients, and new clients in CRM database in a timely, accurate, and thorough manner
• Regular follow-ups, contact, and cultivation with potential clients
• Efficiently and accurately complete new client intake paperwork for interdepartmental team members to provide appropriate services to the client
• Work with Aging Life Care Managers to provide necessary clinical information in preparation for new client assessments
• Achieve established company sales targets

Work Schedule: 8:30am-5:00pm, Monday through Friday, at one of our office locations (Banker’s Hill or San Marcos).

Desired Knowledge, Skills and Experience include:

• 2 years of inside sales experience required, preferably with older adults
• Clinical or care management experience working with older or disabled adults is preferred
• Proven ability to use sales and marketing techniques, including needs-based sales techniques (e.g. SPIN Selling®), to convert leads into new business and meet sales targets
• Excellent written and verbal communication skills with attention to detail required
• Moderate technology proficiency, including general navigation of desktop/laptop computers and Internet usage, cell phone apps, web-based office suites such as Google Workplace, and CRM databases
• Ability to work independently, organize time efficiently, and manage multiple projects effectively
• Active driver’s license and clean driving record
• Ability to pass Home Care Services Bureau (HCSB) background screen
• Knowledge of local community resources and care delivery systems and proficiency with home health software platforms are a plus

Windward Life Care is a group of trusted Aging Life Care ® and in-home care professionals with a premier reputation in our field. We offer geriatric care management services, non-medical home care services, and RN/LVN home health services to clients who are billed on a private-pay basis. Our mission is to improve the lives of older and disabled adults in San Diego County by fostering a lifelong sense of purpose and maximizing independence.

Windward Life Care believes the contributions of employees with differing backgrounds and lived experiences are essential in creating a thriving workplace. We are proud to be an Equal Opportunity Employer with regard to race, color, ancestry, national origin, religion, disability, sex, gender expression and identity, sexual orientation, marital status, age, and veteran status.

Apply today by submitting your resume! Please no phone calls about this posting. To learn more about Windward Life Care, we invite you to visit us at: www.windwardlifecare.com.

Pay Range: $25 – $28.00/per hour plus participation in Sales Bonus Program.