Job Description

Job Description

Job Description

Company Description-This is a hybrid work-from-home and office-based position located in Paramus

Bona Dea Gynecology combines conventional and functional medicine to offer integrative gynecological care to women in Bergen County, New Jersey, the New York Metropolitan Area. We offer in-person and virtual consultations in NJ. Led by Dr. Tracy Verrico — a board-certified gynecologist with over two decades of experience — our practice provides personalized, root-cause solutions that empower women at every stage of life.

We are more than a medical office. We are a mission-driven, compassionate team committed to empowering women to thrive physically, financially, and socially by rewriting the rules of wellness. Our team creates a welcoming environment where women feel heard, supported, and confident in their healthcare decisions. Our focus is on delivering exceptional care with integrity, empathy, and innovation.

Join Bona Dea Gynecology — Where A-Players Redefine Women's Health

Are you driven to do work that actually changes lives? At Bona Dea Gynecology, we don’t just offer care—we lead a movement. We’re the only practice empowering women to thrive physically, financially, and socially by rewriting the rules of wellness.

If you’re an A-player who loves meaningful connection, thrives in a fast-paced and purpose-fueled environment, and wants to be part of something no one else is doing—this is your place to shine.

We’re seeking a part-time Appointment Setter & Sales Professional to join our high-impact, mission-driven team. This role is ideal for someone who is reliable, proactive, detail-oriented , and thrives in a collaborative environment. As the first point of contact, you’ll play a pivotal role in shaping the patient and client experience— setting the tone for the transformative care and empowerment that follows.

What You’ll Do

• Qualify Inbound Leads Across all Brands - Screen incoming inquiries from phone calls, website forms, Instagram/Facebook DMs, event sign-ups, and emails to determine interest level, fit, and direct them to the appropriate offering (e.g., gynecology services, menopause education, financial programs).
• Conduct Discovery Calls/ Pre-Consults - Book and lead initial 10–15 minute discovery calls to assess needs, educate potential clients on available services (in-office gynecology, group programs, high-ticket health transformations), and pre-sell the next step.
• Manage Multi-Channel Appointment Booking - Schedule consultations and appointments using the EMR and CRM systems and calendar tools (for coaching or strategy calls), ensuring proper segmentation of patients vs. course clients.
• Offer and Upsell Appropriate Programs
  • Match prospects with the right offering, whether it's:
    • 12-month $40k+ Concierge Health Transformation
    • The $2,000 in-person gynecology consultation
    • Office visit with other providers at a different price point
    • Defy Menopause group program
    • What Wealthy Women Know or What Wealthy Doctors Know programs
• Handle Objections Confidently and With Empathy - Address common objections around price, insurance (out-of-network), time commitment, or confusion around physical vs. financial health offerings, using scripts and FAQs.
• Follow-Up with Warm Leads & Nurture Cold Leads - Follow PM (Notion) SOP and CRM for those who have shown interest but haven’t booked or purchased. Use email, text, or phone outreach to keep leads engaged and move them toward conversion.
• Track Sales Metrics & Conversion Data - Use CRM tools to log call outcomes, lead source, objections, and conversion rates for ongoing sales performance analysis and optimization.

• Engage and Convert Event & Webinar Leads - Contact attendees from lectures, speaking events, webinars, and local events to schedule follow-up consults or enroll them into programs or email sequences.

• Promote and Drive Traffic to Lead Magnets & Free Resources
  Direct prospects to free checklists, downloads, and quiz funnels as an entry point into the ecosystem and use this data to guide the sales funnel.

• Support Referral and Testimonial Collection Process
  Identify happy clients/patients for testimonials and referrals. Follow up after services or course completion to ask for survey responses, book testimonial Zooms, and guide them into affiliate or referral roles.

What We’re Looking For

· A commitment to delivering outstanding service and supporting team collaboration

· High reliability and strong follow-through — we count on you

· Positive energy, excellent communication, and a friendly phone presence

· Initiative and strong problem-solving skills

· Alignment with our mission to empower and support women

· A patient-first mindset with the ability to handle inquiries and objections gracefully

Essential Sales Skills Required:

• Active Listening
  Understand patient/client needs, pain points, and motivations by truly hearing what’s said—and what’s not.

• Empathy with Authority
  Be warm and understanding (especially in sensitive areas like gynecology and menopause), while confidently guiding the client to the best-fit solution.

• Solution-Based Selling
  Match the right product or service (from medical visits to financial courses) to the person’s problem, not just “push” what’s available.

• Clear, Confident Communication
  Speak with clarity, warmth, and conviction. Know how to explain both health and financial offerings simply and persuasively.

• Objection Handling
  Navigate concerns around:

  • Out-of-network insurance

  • High-ticket pricing

  • Confusion about financial vs. medical services

  • Time constraints - Respond with skill, not pressure.

• Lead Qualification & Segmentation
  Quickly identify if someone is best suited for gynecology care, a group program, or a high-ticket transformation—and route accordingly.

• Follow-Up Mastery
  Consistently use CRM to follow up with leads using structured touchpoints (calls, emails, texts) to nurture relationships and close sales without being pushy.

• CRM & Calendar Management
  Use CRM tools (or EMR for patient leads) to organize contacts, track progress, book appointments, and set reminders—staying on top of a complex sales pipeline.

• Confidence Selling High-Ticket Offers
  Comfortably explain and enroll clients into 4- and 5-figure programs as well as other appointments and programs, articulating the value with conviction.

• Integrity & Discretion
  Respect client confidentiality and build trust—critical when handling both health and financial conversations.

• Emotional Intelligence
  Tune into nonverbal cues, adjust tone based on personality type, and know when to lean in or pull back.

• Script Adherence with Flexibility
  Use provided talking points and objection scripts as a guide—but know when to deviate and personalize for connection.

• Coachability & Growth Mindset
  Open to feedback, script refinement, role-playing, and continuous improvement in messaging and technique.

Qualifications:

Education & Experience

• Associate's Degree or equivalent required; college degree preferred (especially in communications, marketing, health sciences, or business)

• 2+ years of experience in sales, appointment setting, or client services —preferably in healthcare, coaching, wellness, or high-ticket program enrollment

• Experience working with CRM systems and appointment scheduling platforms (e.g., JaneApp, Acuity, Salesforce, or similar)

• Background in telehealth, medical office coordination, or patient/client intake is a plus

Communication & Sales Skills

• Excellent verbal and written communication skills with a friendly, polished, and professional demeanor

• Proven ability to build rapport quickly over the phone, via email, and in DMs

• Strong listening skills and ability to handle objections with empathy and authority

• Confident in presenting high-value services and premium-priced programs

• Skilled in following scripts while sounding natural and adapting to the flow of conversation

Tech & Organization

• Comfortable with tech platforms: Zoom, Slack, Google Workspace, EMR or CRM tools, and social media messaging

• Strong time management and follow-up systems —ability to track leads, prioritize hot prospects, and maintain momentum

• Familiar with using Notion or project management tools to log activity and track KPIs

Mindset & Values

• Self-motivated and goal-oriented with a track record of hitting sales or booking targets

• A growth mindset with coachability and a willingness to practice scripts, roleplay, and improve

• Strong sense of discretion and professionalism when handling sensitive medical or financial information

• Values aligned with our mission to empower women physically, financially, and socially

Bonus Qualifications

• Experience selling in cash-pay or out-of-network healthcare settings

• Familiarity with women's health, menopause, hormone therapy, or wellness programs

• Experience in educational course enrollment, coaching program sales, or concierge services

• Understanding of online marketing funnels, lead magnets, or webinar follow-up

• Bilingual a plus, but not required

What We Offer

Compensation & Incentives

• Base hourly pay (depending on experience)

• Performance-based commissions or bonuses for:

  • Booked and completed consultations

  • Program enrollments

  • Upsells or cross-brand conversions

• Opportunity to grow into a full-time sales or enrollment strategist role

Work-Life Flexibility

• Hybrid remote/office role with flexible hours

• Work independently with accountability to outcomes, not hours

Impact-Driven Work

• Be part of a bold, women-led mission to empower women physically, financially, and socially

• Help women access life-changing gynecologic care, hormone optimization, and financial freedom tools

• Work in a space where wellness and wealth intersect to create true transformation

Professional Development

• Weekly sales coaching and script refinement

• Access to our proprietary programs for your own education and growth

• Mentorship and training from Dr. Tracy Verrico , a nationally recognized expert in women’s health and wealth

Tools & Resources

• Training in sales scripts , objection handling, and CRM tools

• Collaboration with our Marketing & Branding Team

• All software and systems provided (Zoom, Notion, CRM, calendar, etc.)

• Internal resources and marketing support to make closing easier (lead magnets, email funnels, webinar replays, etc.)

Mission-Driven Culture

• Join a supportive, female-led team rooted in excellence, empathy, and empowerment

• Collaborative, fast-paced environment where your ideas are welcomed

• Direct access to leadership and clear advancement paths

Recognition & Purpose

• Be celebrated for hitting goals, improving systems, and creating client breakthroughs

• Make a meaningful impact in women’s lives every single day

• Help shape the future of transformational women’s healthcare

Bona Dea Gynecology, led by Dr. Tracy Verrico, offers integrative gynecological care that blends functional and conventional medicine for women in Bergen County, NJ, and the greater New York Metropolitan Area. Through both in-person and virtual consultations, our practice empowers women to take charge of their health and well-being with personalized, root-cause-focused care. With over two decades of experience, Dr. Verrico and her team are committed to delivering compassionate, expert care that promotes elevated wellness and confidence in every patient.

Company Description

Bona Dea Gynecology, led by Dr. Tracy Verrico, offers integrative gynecological care that blends functional and conventional medicine for women in Bergen County, NJ, and the greater New York Metropolitan Area. Through both in-person and virtual consultations, our practice empowers women to take charge of their health and well-being with personalized, root-cause-focused care. With over two decades of experience, Dr. Verrico and her team are committed to delivering compassionate, expert care that promotes elevated wellness and confidence in every patient.

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