Client Development Advisor

Klipsch Senior Care, LLC d.b.a. Home Instead – Terre Haute, IN

Role Objective

The Client Development Advisor drives growth by generating referrals, nurturing referral-based leads, and guiding clients through the care journey once engaged. This role owns referral development, referral lead nurturing, care consultations, onboarding, and ongoing quality assurance, while supporting the inquiry process in a secondary capacity alongside Care Advisors. Through strong collaboration and relationship stewardship, this role directly contributes to our 12.5% year-over-year hours of care growth goal.

Core Values & Culture

At the heart of Klipsch Senior Care are our values: Empathy, Caring, Respect, Love, Integrity, Positive Energy, Passion, Patience, Persistence, Professionalism, and Community Focus. These values guide our vision of “Making lives better: every day, every interaction.”

Primary Responsibilities

Referral Generation & Lead Nurturing (Primary Ownership): Research, develop, and maintain a strong referral provider network; generate qualified service inquiries through referral relationships and community outreach; nurture referral-generated leads through consistent follow-up; conduct provider education, meetings, and presentations.

Inquiry Support & Collaboration (Secondary Role): Act as secondary support for all incoming service inquiries; partner with Care Advisors to ensure smooth handoffs, reinforce service value, and assist with conversion when needed.

Care Consultations & Client Onboarding (Primary Ownership): Lead all care consultations; assess needs, recommend services, guide families through decision-making; develop customized service plans; conduct initial client/Care Professional introductions.

Client Management & Quality Assurance: Own the client relationship post-consultation; execute quality assurance visits; identify changes in needs and opportunities to modify or increase service hours; resolve concerns in collaboration with internal teams.

Planning, Reporting & CRM: Maintain accurate documentation of referral activity, consultations, QA visits, and outcomes; track performance metrics; collaborate with leadership on activity planning aligned to growth goals.

Qualifications

Education & Experience: High school diploma or equivalent required; Associate’s degree preferred. One or more years of relevant business, sales, or client services experience preferred.

Skills & Competencies: Consultative sales mindset; excellent communication and interpersonal skills; strong organization and judgment; ability to work independently and collaboratively.

Technical Skills: Proficiency with CRM systems (Salesforce preferred), Microsoft Word and Excel, Microsoft Teams, and Home Instead technology systems.

Work Conditions: Valid driver’s license; ability to travel within territory; ability to work evenings or weekends as required.

Knowledge, Skills, and Abilities:

• Must have an understanding of and uphold the policies and procedures established by Klipsch Senior Care, LLC. d.b.a. an independently owned and operated Home Instead franchise.


• Must demonstrate excellent oral and written communication skills and the ability to listen effectively


• Must have the ability to work independently, maintain confidentiality of information and meet deadlines


• Must have the ability to demonstrate effective interpersonal skills is essential as well as sound judgment and good decision-making


• Must demonstrate discretion, integrity and fair-mindedness consistent with company standards, practices, policies and procedures


• Must have the ability to organize and prioritize daily, monthly, quarterly and yearly work


• Must have the ability to establish good working relationships with office colleagues, the franchise owner, clients and the community


• Must present a professional appearance and demeanor


• Must have the ability to operate HI technology systems


• Must have computer skills and be proficient in SalesForce, Word and Excel


• Must be able to work evenings or weekends as required