Health Concierge - Appointment Setter

Key Responsibilities

• Intake & Handoff Management
• Own your daily HubSpot intake queue and run 10–20 intake calls per day with clients who have already purchased a test kit.
• Protect and prepare every Health Advisor ('Ascension') appointment you set, ensuring they are ready and kept.
• Stay in close communication with your assigned Health Advisors on handoff quality and calendar changes.
• Diagnostics Documentation
• Complete the Pre-Call Checklist and Confidence Analysis on every completed call to provide the Health Advisor with the client's health picture and readiness.
• Log a disposition and outcome on every single call in HubSpot, no exceptions (Completed, Needs Reschedule, Not Qualified, No Show/Cancelled/Refund).
• Client Engagement
• Guide clients through a difficult conversation about their health and financial commitment with authority, kindness, and precision.

Required Knowledge, Skills & Abilities

• Operational & Technical Proficiency
• Strong ability to use HubSpot CRM (intake queue, disposition, and booking links), Zoom, and Google Calendar/Workspace.
• Proven experience in maintaining data integrity, with 100% logging of call outcomes.
• Able to manage 10–20 intake calls daily effectively.
• Communication & Interpersonal Skills
• Exceptional ability to conduct difficult health-related conversations with empathy, authority, and clarity.
• Strong capacity to influence client trust and prepare them for next steps.
• Operational Standards
• Maintain a 65%+ show rate on own intake calls.
• Maintain an 80%+ show rate on Health Advisor calls booked.

Required Credentials

• High school diploma, GED, or equivalent combination of education and relevant work experience.
• Demonstrated experience in lead conversion or intake roles.
• Familiarity with 2-call sales models or similar consultative environments.

Competencies

• Empathy
• Precision
• Organization
• Reliability

Role-Specific Competencies

• Intake management
• Diagnostics handoff
• Appointment protection
• CRM data integrity

Requirements

• Please apply only if you meet all of the following criteria:
• Location: You currently reside in one of these states: AZ, CT, FL, GA, ID, IN, KY, ME, MN, MI, MO, NC, NE, NM, OH, OK, SC, TN, TX, UT, VA, WY.
• This role requires flexibility to work Monday through Friday, including evenings and weekends, based on operational needs.
• Given the geographically dispersed nature of the team and the needs of the sales organization, schedules may vary and may include hours outside of traditional 8:00 AM–5:00 PM business hours.