Eldercare Resource Planning

This is a fully remote position; however, candidates MUST be located in one of our priority markets listed below, as this role requires regular local travel to build referral relationships with healthcare facilities and social service professionals in your assigned territory.

We are a premier, nationwide Medicaid planning and application support service with a strategic focus on expanding our footprint across the United States. Our mission is to protect families from the devastating financial impact of long-term care costs by helping them navigate the complex Medicaid application process quickly and successfully.

We work exclusively on behalf of applicants and their families — not facilities. When a family comes to us facing a Medicaid crisis, we take on the bureaucratic, legal, and logistical burden of securing benefits so they can focus on their loved one's care. Healthcare facilities — nursing homes, SNFs, hospitals, and rehab centers — are valued referral partners who connect us with the families who need us most.

We are seeking high-performing Business Development Executives to drive direct client acquisition across our priority markets nationwide. This role has two equally important dimensions: building a robust referral network with healthcare facilities and social service professionals, and converting those referrals into enrolled clients by guiding families through an emotionally and financially complex decision.

The families you will serve are often in crisis — a loved one has just been admitted to a nursing home, Medicaid has been denied, or they are watching their savings disappear. You will be the person who shows them there is a solution.

You will be responsible for helping families understand what we do and why they need us:

Financial Protection:
We specialize in the crisis Medicaid cases that most families believe are hopeless — and we win them. Our proprietary planning strategies can protect family assets while securing Medicaid eligibility, preserving inheritances families assumed were gone.

Expert Navigation:
Medicaid long-term care is complex, document-intensive, and slow. We handle every step of the application so the family doesn't have to. We resolve denials, RFIs, and appeals that families cannot navigate on their own, dramatically increasing approval rates and reducing waiting times.

Peace of Mind:
Families no longer must spend hours on hold with state agencies or track down financial records from the past. We take that off their plate entirely. We act as the family's advocate, not the facility's — giving families confidence that someone is fighting for their interests.

Referral Partner Value (For Facilities & Social Workers):
Referral partners send us families with complex Medicaid situations. We resolve them quickly, reducing the facility's uncompensated care days and making their discharge planning smoother. We make referral partners look good to the families they serve by connecting them with a trusted expert resource.

Referral Network Development

• →Build and maintain a high-value referral network across your assigned territory, including Skilled Nursing Facilities (SNFs), Assisted Living Facilities, Hospitals, Rehab Centers, Elder Law Attorneys, and Social Services Directors.
• →Position our firm as the go-to Medicaid planning resource that referral partners recommend with confidence when a family needs help.
• →Attend state healthcare association events, senior care conferences, and elder law networking events to build visibility and relationships.
• →Establish communication workflows with Social Workers, Discharge Planners, and Business Office Managers to ensure warm, timely referrals.
• →Leverage proximity to your assigned metro market while managing your territory remotely.

Family Consultation & Client Acquisition

• →Conduct discovery calls with prospective client families to understand their Medicaid situation, timeline, and financial picture.
• →Present our services with empathy and clarity, helping families understand the value of professional Medicaid planning and why acting quickly matters.
• →Guide families through the enrollment decision, addressing objections about cost, complexity, and eligibility with confidence and expertise.
• →Convert referrals into enrolled clients by building trust quickly with families who are often frightened and overwhelmed.
• →Manage a pipeline of active prospects and follow up consistently without being pushy.

Client Relationship & Referral Partner Management

• →Onboard new clients and set expectations for the application process, timeline, and communication cadence.
• →Maintain touchpoints with referral partners to ensure ongoing referral flow and address any service concerns promptly.
• →Track referral source performance and deepen relationships with the highest-volume partners.
• →Gather testimonials and case outcomes to support marketing and referral conversations.

Experience: 5+ years of sales experience, with a strong preference for B2C, consultative, or high-empathy sales environments (senior care, financial services, elder law, healthcare, home care, hospice, insurance). Experience selling directly to families or individuals navigating healthcare, financial, or legal decisions is highly valued. Prior experience building referral networks with healthcare providers, social workers, or discharge planners is a significant advantage.