Planning & Moving Consultant

Erickson Senior Living•Bethesda, MD
•$55,000 - $65,000

About The Position

The Planning & Moving Consultant joins the sales team at The Grandview by Erickson Senior Living to help prospective residents navigate the transition to the community. The consultant meets with Priority List members and reservists, assesses their circumstances through in-home consultations, and develops customized plans to address challenges related to selling a home and relocating. Using consultative sales skills and a network of local moving resources, the consultant guides prospects through the transition process and helps convert opportunities into reservations. The role includes home visits, daily outreach, support with selling and preparing homes, and empathetic assistance to residents and families as they downsize. The consultant also works with real estate agents, provides customer information to the sales director and team, leads seminars and workshops, monitors real estate market trends, and maintains a network of preferred vendors. The Grandview is a continuing care retirement community on 33 acres in North Bethesda, Maryland, and is part of Erickson Senior Living, a national network of senior living and health care communities. The employer describes a culture focused on diversity, inclusion, equity and belonging, as well as opportunities for learning and growth and support for work-life balance. Compensation includes a base salary of $55,000–$65,000 annually, commensurate with experience, a commission structure, eligibility for an annual community bonus, and mileage reimbursement for client visits.

Requirements

  • Minimum of 2 years of sales experience.

Nice To Haves

  • Senior living industry experience.
  • Knowledge of sales techniques.
  • Team leader or project leader experience.

Responsibilities

  • Conduct site visits to customers’ homes and develop plans for selling, staging, downsizing, packing, and moving.
  • Contact Priority List members and reservists daily through site visits or phone calls to advance their home sale process.
  • Use social work skills to assist residents and families with downsizing, manage emotions, and provide empathetic support.
  • Collaborate with real estate agents to review and consult on marketing plans for customers.
  • Advise customers on home staging and space planning during visits, including what to keep or leave behind.
  • Provide the sales director and team with key customer information that could affect settlements and move-ins.
  • Lead seminars and workshops for Priority List members and reservists.
  • Stay informed about real estate market trends and pricing to offer accurate recommendations to customers.
  • Build and maintain a network of preferred vendors, including real estate agents and home movers.
  • Guide prospects through the transition process and help convert opportunities into reservations.

Benefits

  • Medical, dental, and vision packages.
  • Annual reimbursement for qualified wellness expenses, personal health coaching, and telemedicine options.
  • PTO plans.
  • Company-paid volunteer hours for eligible team members, in accordance with applicable state law.
  • 401(k) for team members age 18 and over, with a company 3% match.
  • Onsite medical centers providing wellness visits and sick care for team members age 18 and over.
  • Free access to onsite Team Member Health and Well-Being Centers and well-being programs, tools, and resources for team members and their immediate family members.
  • Education assistance and certification reimbursement.
  • Access to over 6,000 courses through an online learning library.
  • Growth opportunities.
  • Base salary of $55,000–$65,000 annually, commensurate with experience.
  • Commission structure.
  • Eligibility for an annual community bonus.
  • Mileage reimbursement for client visits.
  • Flexibility and work-life balance.
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