We are a mission-driven nonprofit dedicated to helping seniors and individuals with disabilities maintain access to vital public benefits while preserving financial independence and quality of life. Our services are designed to navigate complex eligibility requirements, providing solutions that are legally compliant and tailored to each individual's circumstances. By partnering with professionals across elder law, healthcare, and social services, we deliver practical, trustworthy, and sustainable options that protect both financial resources and eligibility for essential programs. Our work directly impacts the lives of vulnerable populations, ensuring they can access the care and support they need without unnecessary financial strain.

We are seeking a full-time Marketing / Sales Representative to help expand our referral network for Pooled Income Trust services. This is a true “road warrior” role—most days are spent on the move , traveling across New York, including Long Island, all five boroughs of NYC, Westchester, and Rockland. The ideal candidate is independent, highly organized, and thrives on face-to-face engagement, educating referral partners about complex financial solutions in a clear and compelling way. Success in this role is measured not only by the volume of referrals but also by the depth and sustainability of the relationships developed.

Key Responsibilities

• Serve as the primary outreach and relationship manager for referral partners, including elder law attorneys, geriatric care managers, social workers, and organizations serving individuals with disabilities.
• Conduct in-person visits and meetings with prospective and existing referral sources across New York, building trust and clearly communicating the value of Pooled Income Trust services.
• Develop and maintain a consistent pipeline of potential referral sources, actively identifying opportunities for collaboration.
• Educate referral partners on eligibility rules, trust usage, and practical benefits of Pooled Income Trusts, ensuring they feel confident recommending the services to clients.
• Attend relevant networking events, professional meetings, and conferences to increase awareness of the organization and its services.
• Coordinate closely with internal teams to track outreach activity, follow-ups, and referral development to ensure alignment and reporting accuracy.
• Represent the organization as a knowledgeable, professional ambassador, demonstrating credibility, expertise, and a client-first approach at every touchpoint.

Qualifications

• Familiarity with Pooled Income Trusts, Medicaid planning, or existing relationships in the elder law or social services space is a significant advantage.
• Proven experience in sales, marketing, business development, or professional outreach, ideally in healthcare, elder law, nonprofit, or financial services.
• Demonstrated ability to build and sustain relationships, with strong interpersonal and communication skills.
• Comfort with a highly mobile, field-based role that requires self-motivation, organization, and strategic outreach.
• Ability to explain complex topics clearly and professionally to a diverse audience of professionals.
• Willingness to travel extensively across Long Island, NYC's five boroughs, Westchester, and Rockland, maintaining a consistent in-person presence with referral partners.

Compensation

• $75,000 base salary
• Commission structure tied to referral performance
• Full-time role with long-term growth potential and the opportunity to make a meaningful impact in the lives of seniors and individuals with disabilities