Orthodontic Sales & Treatment Representative (Internal)

Summary of Position: 

The Orthodontic Sales & Treatment Representative is a pivotal role to Kozlowski DePascale Orthodontics and serves as a primary point of contact for potential customers.  This role will focus on customer development and ensuring excellent customer service to promote the business and retention.  This role will provide a wealth of knowledge of treatment plans and best practices. 

Essential Job Function: 

• Obtaining high treatment acceptance by explaining cost of treatment, insurance coverage, and finance options. 


• Solicit referrals from patients post-treatment while at the same time tracking satisfaction with work provided. 


• Contact patients/guarantors the day prior or the day of the appointment regarding fees due and to confirm the appointment. 


• Communicate to office management if schedules are not filled for consults. 


• Presenting treatment plans and giving estimates of treatment costs in an effective manner. 


• Educating and discussing the Orthodontist's treatment plan after diagnosed and reviewed by the clinical staff with the patient. 


• Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment. 


• Promoting and upholding the values of Orthodontic Partners in all aspects of the job. 


• Exhibit excellent customer service and communicate with potential customers in a friendly and efficient manner. 


• Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment. 


• Ensure patients are compliant with appointments, financial obligations, send the appropriate communication leading up to or including termination from treatment. 


• Drive results and strive to consistently achieve results and goals set forth by management. 


• Other duties as required. 

Core Competencies: 

• Being Resilient - Rebounding from setbacks and adversity when facing difficult situations. 


• Situational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations. 


• Communicating Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences 


• Customer Focus - Building strong customer relationships and delivering customer-centric solutions. 


• Drives Results - Consistently achieving results, even under tough circumstances 


• Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. 


• Interpersonal Savvy - Relating openly and comfortably with diverse groups of people. 


• Persuading - Using compelling arguments to gain the support and commitment of others. 

Knowledge, Skills and Abilities: 

• High level knowledge of Orthodontics and associated treatment planning. 


• Action-oriented and taking initiative, being adaptive and flexible in a changing environment. 


• Understand and can effectively communicate techniques utilized in the Orthodontic field. 


• Have a detailed knowledge of dental insurances, service limits, and financing options. 


• Customer service or sales experience, along with dental knowledge preferred. 


• Have excellent written and oral communication skills. 


• Compassion and high level of service for our patients, parents, and staff. 


• Integrity, always doing the right thing. 


• Dependable, reliable to be at work when scheduled. 


• Attention to detail. 


• Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines. 


• Professional manner and appearance at all times. 


• Computer skills: Microsoft office and Web Browser. 


• Telephone skills: Proper telephone etiquette and information gathering skills. 

Education and Experience 

• High School Diploma, GED or equivalent Required 


• 1-3 Years Relative Experience