Planning & Moving Consultant

Erickson Senior Living•Bethesda, MD

About The Position

The Planning & Moving Consultant joins the sales team at The Grandview by Erickson Senior Living and helps Priority List members and reservists navigate the transition to the community. The consultant assesses each customer’s 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 advising customers on home sale preparation, staging, downsizing, packing, space planning, and moving. The consultant provides empathetic support to residents and families, collaborates with real estate agents, shares relevant customer information with the sales director and team, and leads educational seminars and workshops. The Grandview is a continuing care retirement community in North Bethesda, Maryland, managed by Erickson Senior Living.

Requirements

At least 2 years of sales experience.
Knowledge of sales techniques is preferred.
Team leader or project leader experience is preferred.
Specific state regulations and requirements may apply and take precedence over the requirements in the job description.

Nice To Haves

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

Responsibilities

Conduct visits to customers’ homes to 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 customer marketing plans.
Advise customers on home staging and space planning, including what to keep or leave behind.
Provide the sales director and team with 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 provide accurate recommendations.
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 and 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 3% company match.
Onsite medical centers offering wellness visits and sick care for team members over 18.
Free access to onsite Team Member Health and Well-Being Centers and well-being programs, tools, and resources for team members and immediate family members.
Education assistance and certification reimbursement.
Access to an online learning library with over 6,000 courses.
Growth opportunities as the company opens new communities and expands existing ones.
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.