Client Engagement Specialist (Healthcare SDR / Inside Sales) - Remote

Overview

At Total Life, we’re transforming how older adults access mental health and wellness services. As a Client Engagement Specialist, you’ll be the first connection for individuals seeking care. Your role combines compassionate client support with sales development skills — engaging prospects, qualifying leads, and converting inquiries into booked first appointments. This hybrid position is ideal for someone with strong communication skills, a sales mindset, and a passion for helping people.

In Short

• Handle a high volume of inbound calls, emails, and SMS from prospective clients and providers.
• Proactively make outbound calls to nurture leads, re-engage prospects, and confirm appointments.
• Qualify leads by verifying insurance coverage and assessing client needs.
• Match clients with the right therapist, ensuring a strong fit and smooth handoff to care.
• Use empathy and objection-handling techniques to address concerns and build trust.
• Hit and exceed appointment conversion targets while delivering a client-first experience.
• Track activities and outcomes in our CRM system and contribute to ongoing process improvements.
• Partner with sales, marketing, and care teams to maximize conversion rates and client satisfaction.

Requirements

• Strong communication skills
• Sales mindset
• Experience in client engagement or sales roles
• Ability to handle high call volumes
• Empathy and problem-solving skills
• Familiarity with CRM systems

Benefits

• Opportunity to make a difference in clients' lives
• Collaborative work environment
• Professional development opportunities