In-Home Transition Consultant
Caring Transitions · Rochester, NY · 1 mo ago
On-siteInformation Technology$25/hrPart-time
What you will do
- Review intake notes and supporting information prepared by our team
- Confirm appointment logistics and prepare for the specific client situation
- Sit down with the client and family, understand what they are dealing with, and ask the questions that reveal what they actually need
- Walk the home, take measurements using a provided laser measurer, and dictate room-by-room notes (approximate size and contents density)
- Assess the potential for an on-site or warehouse auction alongside clearing or moving services
- Describe how our services fit their specific situation: clearly, confidently, and without overselling
- Field questions and address concerns, and understand what will allow this family to move forward
- Set clear expectations for next steps: a follow-up estimate by the next business day, with our team confirming receipt and fielding initial questions
- Send your recorded visit notes to our support team for processing and project documentation
- Review the completed project estimate and confirm accuracy before it goes to the client
- Send the estimate and, once the client is ready, the contract
- Take follow-up questions by phone and close the job when everything is aligned
- Ensure a warm handoff to our Operations team with a brief client-facing email introducing the next phase
Ongoing
- Stay in communication with Operations as jobs approach and complete
- Reconnect with clients where appropriate follow-up would be welcomed
How you will be evaluated
- Close rate and speed from first visit to signed contract
You will thrive here if you
- Can project warmth, calm, and competence in a home where the family is overwhelmed or under stress
- Listen before you present and ask better questions than you give answers
- Are comfortable working independently in the field and trusted to represent the brand without day-to-day oversight
- Are organized and disciplined about following a defined process and handing off cleanly to administrative support
- Have experience in consultative sales, in-home services estimating, social work, case management, or any client-facing advisory role
Compensation
- Pay is $25/hr for your time, plus a flat per-closed-job bonus paid at contract signing
The practical details
- Reliable personal transportation required
- Smartphone required
- Background check required
- About 10 to 20 home visits per month to start, each requiring roughly 2 to 3 hours including travel, the visit itself, and post-visit administration