Assisted Living Sales Counselor

Westminster Brand 051816•Orlando, FL

5d•Onsite

About The Position

The Assisted Living Sales Counselor works in Marketing & Sales and is responsible for internal and external sales and occupancy for Assisted Living and, in certain circumstances, Memory Support. The role manages the community’s Assisted Living sales process, provides community information through personal visits, coordinates assessments, and follows up with prospective residents and families. The counselor works toward company sales metrics and supports resident and family satisfaction and customer relations by providing necessary information throughout the sales process. The position involves regular communication with the Director of Sales, Executive Director, Corporate Director of Sales (AL/MS/NC), and Nursing Care management team regarding bed availability as appropriate. It also includes timely communication with sub-acute and Return to Home referrals, follow-up on tours, leads, and inquiries, completion of admission packets, external marketing to referral sources and community partners, and accurate daily entry into customer relationship management software. The counselor participates in creating and implementing the strategic Assisted Living marketing and sales plan. This is a full-time, Monday–Friday position with a schedule of 8:00 a.m. to 5:00 p.m. It is based at Westminster Towers, a life plan community in downtown Orlando near Lake Lucerne. The employer describes a supportive, mission-driven workplace focused on teamwork, communication, accountability, quality, professional growth, and career development. New hires undergo drug testing and criminal background screening.

Requirements

Bachelor’s degree in a health-related field or marketing.
At least two years of experience.
At least one year of experience in healthcare marketing and/or Assisted Living sales, case management, or long-term care.
Ability to manage an independent schedule and complete multiple tasks in a timely and efficient manner.
Ability to independently initiate steps toward problem resolution efficiently and effectively.
Ability to maintain accurate daily data in customer relationship management software.

Nice To Haves

Working knowledge of Medicare, Medicaid, and managed care protocols in a long-term care market.

Responsibilities

Manage the community’s Assisted Living sales process and provide community-related information through personal visits, assessment coordination, and follow-up.
Meet or exceed company sales metrics by engaging prospective residents through inquiries and the closing tour process, including work with external community partners and referral sources.
Work with the team to provide residents and families with information intended to support satisfaction and positive customer relations.
Manage an independent schedule, complete multiple tasks efficiently, and initiate steps toward effective problem resolution.
Communicate with the Director of Sales, Executive Director, Corporate Director of Sales (AL/MS/NC), and Nursing Care management team about bed availability as appropriate.
Communicate with sub-acute and Return to Home referrals in a timely and appropriate manner, with the goal of converting them to Assisted Living depositors.
Complete timely follow-up on all tours, leads, and open inquiries in accordance with company expectations.
Ensure the admission packet is completed by the incoming resident or responsible party and executed by the Executive Director and/or Health Services Administrator.
Conduct external marketing to referral sources, including hospitals, physicians, future residents, family members, and community partners.
Maintain accurate daily data entry in customer relationship management software.
Participate in creating and implement and manage the strategic Assisted Living marketing and sales plan.
Complete the weekly Lead Status and Available Inventory Update.
Meet minimum standards of 3 sales per month, 8 connected prospective resident calls per day, 2 connected referral source calls per day, 5 prospective resident appointments per week, and 3 referral source appointments per week.
Implement quarterly family/prospect lead-generating referral events or efforts and quarterly professional referral-source lead-generating events or efforts.