Local Outreach & Business Development Representative

The Local Outreach & Business Development Representative is responsible for building Papa’s first dedicated referral channel for our direct-to-consumer (DTC) offering, starting in South Florida. This is a field role focused on developing referral partnerships with the organizations and professionals that influence senior decisions about in-home support: senior-specialized realtors and senior transitions specialists, physical therapy and rehab practices, faith-based organizations, aging-services NGOs and coalitions, primary care providers, independent living communities, local pharmacies, local senior-focused content creators and any other relevant referral partners this role brings to the table.

• 60% Field-Based Engagement: Conducting site visits, partner meetings, educational presentations, and representing the company at community events.
• 30% Preparation and Follow-up: Documenting outreach via CRM, managing digital and written communications (calls, emails, mailings), and scheduling.
• 10% Reporting and Strategy: Providing weekly insights to HQ, participating in internal syncs, and updating materials.

Being successful in this role requires comfort collaborating with seniors and senior-adjacent professionals, the ability to build trust quickly in a regulated environment, disciplined self-management, and a strong commitment to in-person engagement. The representative is also expected to continuously iterate on the local referral playbook based on field performance—recommending changes to materials, presentations, and segment prioritization over time.

• →Portfolio Management: Build and maintain a portfolio of referral partners across multiple segments, including healthcare providers, faith-based organizations, NGOs, senior living communities, realtors, and local pharmacies.
• →Territory Outreach: Conduct structured outreach and pre-arranged meetings across the assigned territory. Initiate contact to establish relationships, and follow up via phone, email, and mail to convert interest into active partnerships.
• →Community Presentations: Deliver educational presentations and represent Papa at senior ministry meetings, NGO coalition meetings, community events, and partner-hosted seminars (e.g., faith communities, Palm Beach Partnership for Aging, Pride Center events).
• →Educational Seminars: Facilitate informational sessions and provider-direct outreach at primary care and other healthcare practices.
• →Attribution Management: Distribute partner-specific promotional codes in the field to track conversions and ensure clean attribution per partner segment.
• →CRM Tracking: Maintain an accurate account list and partner pipeline within the CRM, documenting status, next steps, contact names, and follow-up commitments.
• →Funnel Analysis: Track referrals through the conversion funnel (lead $\rightarrow$ sign-up $\rightarrow$ activation $\rightarrow$ 30/60/90-day retention) by partner segment, and report on performance metrics.
• →Playbook Iteration: Continuously test and refine the local referral playbook based on market feedback. Regularly recommend adjustments to materials, pitches, and segment prioritization to HQ.
• →Collateral Customization: Tailor communication materials and messaging for distinct segments (realtors, healthcare, NGOs, etc.) and collaborate with HQ to refresh collateral as the strategy evolves.
• →Regulatory Compliance: Understand and adhere to local municipal rules regarding community outreach (e.g., solicitation restrictions, flyer distribution rules) and utilize compliant engagement tactics.
• →Event Representation: Plan and represent Papa at local industry events, expos, and partner-hosted gatherings.
• →Feedback Loop: Deliver weekly performance insights to HQ, identifying successful strategies and recommending adjustments.
• →Brand Ambassadorship: Serve as the local face of Papa, maintaining professional, consistent, and mission-aligned representation in the market.

• Market Knowledge: Reside in or within commutable distance to Broward and/or Palm Beach County. Familiarity with the local geography, neighborhoods, and senior-services community is strongly preferred.
• Interpersonal Adaptability: Comfort interacting with seniors and senior-adjacent professionals; ability to establish trust and connect authentically with diverse groups.
• Commitment to In-Person Engagement: Ability to effectively conduct frequent, face-to-face relationship building across the assigned territory.
• Navigating Regulated Environments: Ability to accurately answer detailed questions regarding caregiver vetting, consistency, and Papa’s compliance standards.
• Self-Discipline: Strong organizational and time-management skills to independently manage a daily calendar, outreach schedules, and CRM documentation.
• Communication Skills: Strong written, verbal, or assistive-technology-supported communication skills. Ability to effectively deliver short educational presentations to small groups.
• Analytical Skills: Ability to utilize CRM tools to extract lists, summarize performance data, and identify market trends.
• Technical Proficiency: Proficiency with office productivity software, including Microsoft Office (Word, Excel, PowerPoint) and GSuite.
• Education: Bachelor’s degree in Business, Marketing, Healthcare, Communications, or a related field, or equivalent professional experience.

• An existing network within the senior-services, real estate, or healthcare community in the target market.
• Prior experience in field sales, community outreach, healthcare partnerships, senior services, or senior real estate.

• Territory Mobility: Ability to travel reliably and efficiently across the assigned territory on a daily basis to attend meetings and community events.
• Extended Travel: Ability to travel occasionally for regional company meetings and professional development opportunities.

Mobility and Territory Navigation: Ability to reliably travel daily throughout the assigned geographic territory (Broward and Palm Beach Counties) to conduct site visits, facilitate drop-in meetings, and transport necessary marketing materials and collateral to events.

In-Person Stamina and Engagement: Ability to maintain a high level of physical and energetic presence during active field-based work (comprising 60% of the role), including standing, moving, or navigating various community venues, expos, and partner offices for extended periods.

Effective Multimodal Communication: Ability to clearly and persuasively articulate company values, deliver educational presentations, and address complex regulatory questions to diverse audiences—including healthcare providers, seniors, and community leaders—via verbal, written, or assistive-technology-supported communication methods.

High-Level Cognitive Function and Self-Discipline: Ability to independently plan, prioritize, and manage a fluid daily calendar with minimal direct supervision; must possess the mental agility to quickly pivot strategies based on field observations and analyze data trends within a CRM.

Emotional Intelligence and Relationship-Building: Strong psychological and interpersonal resilience required to handle cold outreach, build immediate trust in regulated environments, and maintain a consistent, patient, and professional demeanor when collaborating with seniors and senior-adjacent professionals.

Digital Literacy and Multi-Tasking Capability: Ability to effectively operate office productivity software (GSuite/Microsoft Office) and manage digital tracking systems, requiring the mental focus to transition smoothly between active field relationship-building and detailed, data-driven follow-up documentation.

• Target Territory: Based in the South Florida metro area, specifically covering Broward and Palm Beach Counties.
• Residency: Must reside within or in close proximity to the assigned territory to ensure efficient daily coverage and local community engagement.
• Market Knowledge: Deep familiarity with Broward and Palm Beach County geography, local neighborhoods, and the regional senior-services community (or the ability to quickly develop it).