Wellness (Sales) Consultant Position

Overview

The Wellness (Sales) Consultant qualifies new guests into the Hotze Health & Wellness Center via a comprehensive Wellness Consultation. This consultation captures the prospective guest's health goals, symptoms, and full medical history, and sets expectations for what to expect within the first year and beyond as a guest (patient) of our Center. This includes the partnership between provider and guest (patient), the commitment required, and an understanding of all costs (initial visit, membership requirements, and ongoing costs). We are a cash-based, attribute-focused practice and provide transparency about potential lifestyle changes, recommendations, and fees. In addition to onboarding new guests (patients), the Wellness Consultant cultivates prospective guests via outbound calling and emailing from marketing lead lists derived from website forms, social media ads, inquiries, radio ads, newsletters, and other sources. The consultant also identifies leads through active outreach in relevant communities (e.g., social media, comments, and calendars) and shares Calendly links for complimentary wellness consultations when appropriate. The Wellness Consultant is responsible for all administrative work within our Salesforce Platform, documenting every touch with a prospective guest (patient), from initial outreach to documentation of consultations, booking, and sending pre-initial visit questionnaires and required communications. This position is a sales role within our center and relies on critical thinking and independent judgment to qualify or disqualify prospects for services based on history, symptoms, needs, and clear communication of costs and membership requirements.

Note : This description outlines the general nature and level of work involved and is not an exhaustive list of all responsibilities, duties, and skills required.

Essential Duties & Responsibilities

• Create relationships with prospective guests through individual consultations, with empathy and the ability to provide hope to those experiencing moderate to severe symptoms.
• Use critical thinking and professional judgment to determine whether a prospective guest has symptoms our team can address, and whether provider approval is required before onboarding.
• When qualified, onboard and schedule guests, collect required deposits, and ensure they receive post-scheduling communications, including intake questionnaires via our medical platforms.
• Generate follow-up communications with prospective guests regarding becoming a new guest and address questions through the completed initial visit.
• Utilize Salesforce CRM to manage the prospective / new guest relationship; willingness to learn additional guest onboarding platforms as needed.
• Attend events, symposiums, or seminars to promote HHWC services (internal / external, with occasional after-hours commitments, estimated no more than once per quarter).
• Educate prospects about other Braidwood Enterprise businesses (Physicians Preference Vitamins and Physicians Preference Pharmacy) and associated ongoing costs for supplements and medications as recommended by providers.
• Conduct face-to-face Wellness Consultations as needed, in addition to mostly phone-based consultations.
• Demonstrate knowledge of alternative, natural, holistic, and / or integrative medicine and the ability to learn and memorize our protocols.
• Commit to continuous learning, including reading a monthly book related to integrative medicine.

Knowledge & Skill Requirements

Subject Matter Expertise and Continuous Learning

This is an on-site position (not remote). The candidate must be willing to commute to Hotze Health & Wellness Center, located at 20214 Braidwood Drive, Katy, Texas 77450. Work hours are Monday–Thursday, 7 : 30 a.m. – 5 : 00 p.m., and Friday, 7 : 30 a.m. – 12 : 00 noon, with occasional flexibility if a consultation extends beyond normal hours.

J-18808-Ljbffr