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About the Role

The Health Concierge – Appointment Setter is the first sales touchpoint after a client purchases a test kit. This role involves conducting non-medical intake conversations, building rapport, gathering information, and scheduling clients for follow-up with a Health Advisor. Success requires strong communication, relationship-building, attention to detail, and the ability to guide clients through the sales process.

Responsibilities

Own daily HubSpot intake queue and conduct 10-20 intake calls per day.
Protect and prepare Health Advisor appointments, ensuring they are kept.
Communicate with Health Advisors regarding handoff quality and calendar changes.
Complete the Pre-Call Checklist and Confidence Analysis for each call.
Log a disposition and outcome on every call in HubSpot.
Guide clients through conversations about health and financial commitment with authority, kindness, and precision.

Requirements

Reside in one of the following states: AZ, CT, FL, GA, ID, IN, KY, ME, MN, MI, MO, NC, NE, NM, OH, OK, SC, TN, TX, UT, VA, WY.
Flexibility to work Monday through Friday, including evenings and weekends, based on operational needs.
Schedules may include hours outside of traditional business hours.
Demonstrated experience in lead conversion or intake roles.
Familiarity with 2-call sales models or similar consultative environments.

Skills

HubSpot CRM
Zoom
Google Calendar/Workspace
Data integrity maintenance
Empathy
Precision
Organization
Reliability
Intake management
Diagnostic handoff
Appointment protection
CRM data integrity

Location

Work Type

Client-facing
Sales-focused

Experience Level

Demonstrated experience in lead conversion or intake roles
Familiarity with 2-call sales models or similar consultative environments

Education Level

High school diploma, GED, or equivalent combination of education and relevant work experience