Orthodontic Sales & Treatment Representative (Internal)

Company: Kozlowski DePascale Orthodontics
Location: New London
Posted on: February 13, 2026

Job Description:

Job Description Job Description Summary of Position: The Orthodontic Sales & Treatment Representative is a pivotal role to Kozlowski DePascale Orthodontics and serves as a primary point of contact for potential customers. This role will focus on customer development and ensuring excellent customer service to promote the business and retention. This role will provide a wealth of knowledge of treatment plans and best practices. Essential Job Function: Obtaining high treatment acceptance by explaining cost of treatment, insurance coverage, and finance options . Solicit referrals from patients post-treatment while at the same time tracking satisfaction with work provided. Contact patients/guarantors the day prior or the day of the appointment regarding fees due and to confirm the appointment. Communicate to office management if schedules are not filled for consults. Presenting treatment plans and giving estimates of treatment costs in an effective manner. Educating and discussing the Orthodontist's treatment plan after diagnosed and reviewed by the clinical staff with the patient. Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment. Promoting and upholding the values of Orthodontic Partners in all aspects of the job. Exhibit excellent customer service and communicate with potential customers in a friendly and efficient manner. Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment. Ensure patients are compliant with appointments, financial obligations, send the appropriate communication leading up to or including termination from treatment. Drive results and strive to consistently achieve results and goals set forth by management. Other duties as required. Core Competencies: Being Resilient - Rebounding from setbacks and adversity when facing difficult situations. Situational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations. Communicating Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences Customer Focus - Building strong customer relationships and delivering customer-centric solutions. Drives Results - Consistently achieving results, even under tough circumstances Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. Interpersonal Savvy - Relating openly and comfortably with diverse groups of people. Persuading - Using compelling arguments to gain the support and commitment of others. Knowledge, Skills and Abilities: High level knowledge of Orthodontics and associated treatment planning. Action-oriented and taking initiative, being adaptive and flexible in a changing environment. Understand and can effectively communicate techniques utilized in the Orthodontic field. Have a detailed knowledge of dental insurances, service limits, and financing options. Customer service or sales experience, along with dental knowledge preferred. Have excellent written and oral communication skills. Compassion and high level of service for our patients, parents, and staff. Integrity, always doing the right thing. Dependable, reliable to be at work when scheduled. Attention to detail. Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines. Professional manner and appearance at all times. Computer skills: Microsoft office and Web Browser. Telephone skills: Proper telephone etiquette and information gathering skills. Education and Experience High School Diploma, GED or equivalent Required 1-3 Years Relative Experience

Keywords: Kozlowski DePascale Orthodontics, New England , Orthodontic Sales & Treatment Representative (Internal), Sales , New London, Northeast