Consult Specialist

Location: Cleveland, OH
On Site
Reports To: Agentis Sales Leader

Key Partner: Patient Coordination Team

About Agentis

Agentis Longevity is pioneering care in hormone optimization therapy, peptides and other longevity-centric treatments – advancing patients to live longer, healthier, happier lives. Backed by Shore Capital, Agentis is rapidly expanding through M&A and organic growth across a fragmented and high-demand longevity market.

Role Overview

As a Consult Specialist at Agentis, you are a frontline sales driver and patient advocate. You will guide prospective and current patients through consultations, educate them on our treatments, and ensure smooth onboarding into services. This role is highly results-oriented, with success measured by consult-to-treatment conversions, bundled service adoption, and patient referrals. Your ability to close consults and build trust directly fuels clinic revenue growth.

Key Responsibilities

• Sales Execution & Patient Consultations

• Conduct new patient consults, presenting treatment options with confidence and urgency.

• Convert patients from initial consult to treatment plan; proactively address objections.

• Secure next-step commitments (ROF, bundled services, membership).

• Track and report daily consults, close rates, and revenue generated.

• Education & Promotion

• Educate patients on expanded services and wellness solutions that support long-term health goals.

• Introduce and explain loyalty and referral programs; encourage satisfied patients to share reviews on Facebook and Google.

• Highlight and discuss in-office promotions to drive service adoption.

• CRM & Funnel Accountability

• Update the patient funnel daily within the CRM, tracking patient movement and ensuring seamless handoffs to the Patient Coordinator.

• Ensure accurate notes and follow-through to maintain visibility and continuity across the care journey.

• Sales Team Partnership

• Serve as a core partner to the Patient Coordinator, whose success in sales conversion and relationship building depends on your performance.

• Coordinate with the clinical and front office teams to ensure patients receive an integrated, high-touch experience from inquiry to treatment.

Professional Qualifications

• 1-2+ years in a clinical, consultative, or patient-facing healthcare role.

• Deep understanding of medical/wellness treatments preferred; hormone therapy knowledge is a plus.

• Highly organized with strong communication and multitasking skills.

• CRM or practice management system experience required; HubSpot is a plus.

• Passion for the longevity, health, and wellness space.

Measures of Success:

• % Consults Completed on a Monthly Basis 75% or Above

• % ROFs Completed on a monthly Basis 95% or Above

• Net Patient Adds to Goal

• % of Patients on Bundled Services (upsells)

• # of Referral Packages