PROFESSIONAL QUALIFICATIONS

• 1-2+ years in a clinical, consultative, or patient-facing healthcare role.
• Deep understanding of medical/wellness treatments preferred; hormone therapy knowledge is a plus.
• Highly organized with strong communication and multitasking skills.
• CRM or practice management system experience required; HubSpot is a plus.
• Passion for the longevity, health, and wellness space.

ROLE OVERVIEW

As a Consult Specialist at Agentis, you are a frontline sales driver and patient advocate. You will guide prospective and current patients through consultations, educate them on our treatments, and ensure smooth onboarding into services. This role is highly results-oriented, with success measured by consult-to-treatment conversions, bundled service adoption, and patient referrals. Your ability to close consults and build trust directly fuels clinic revenue growth.

KEY RESPONSIBILITIES

• Sales Execution & Patient Consultations
• Conduct new patient consults, presenting treatment options with confidence and urgency.
• Convert patients from initial consult to treatment plan; proactively address objections.
• Secure next-step commitments (ROF, bundled services, membership).
• Track and report daily consults, close rates, and revenue generated.
• Education & Promotion
• Educate patients on expanded services and wellness solutions that support long-term health goals.
• Introduce and explain loyalty and referral programs; encourage satisfied patients to share reviews on Facebook and Google.
• Highlight and discuss in-office promotions to drive service adoption.
• CRM & Funnel Accountability
• Update the patient funnel daily within the CRM, tracking patient movement and ensuring seamless handoffs to the Patient Coordinator.
• Ensure accurate notes and follow-through to maintain visibility and continuity across the care journey.
• Sales Team Partnership
• Serve as a core partner to the Patient Coordinator, whose success in sales conversion and relationship building depends on your performance.
• Coordinate with the clinical and front office teams to ensure patients receive an integrated, high-touch experience from inquiry to treatment.