Residential Living Advisor

Eskaton•Pleasanton, CA

5h•$32 - $45•Onsite

About The Position

As a nonprofit leader in aging, Eskaton helps people live well, longer — with trusted guidance at every stage. We believe aging should be a vibrant, supported, and celebrated journey, not an experience to face alone. For over 55 years, Eskaton has been a cornerstone of Northern California, growing a network of 23 communities dedicated to older adults and the people who care for them. When you join us, you're not just starting a job. You're stepping into a career where your work creates a real impact on people's daily lives and strengthening the communities we call home.

Requirements

Minimum two years of college study in sales, health or human services required (or equivalent professional experience).
At least three years’ experience in sales with a proven sales or promotion track record.
Ability to build effective relationships and close sales.
Computer literacy required with specific software familiarity with Microsoft Office and CRM databases.
Knowledge of healthcare of older adults and delivery of services to that population.
Demonstrated knowledge of sales techniques and strategies.

Nice To Haves

Bachelor’s degree in related field preferred.
Designing presentations, public speaking and marketing retirement housing concepts to community groups preferred.

Responsibilities

Promotes the occupancy growth of the community by conducting community tours and hosting various prospect and professional events to increase occupancy.
Confidently communicates and sells Eskaton’s value proposition, including contractual information and the financial requirements associated with community fees.
Sets, tracks, and achieves monthly sales goals and key performance indicators (KPIs).
Schedules monthly community presentations with local resource centers and community events to enhance visibility and strengthen outreach efforts.
Optimizes daily schedules and prioritizes tasks to ensure prospects are contacted in a timely manner.
Advances the sales process for prospective residents, their family members, and/or advisors by understanding their needs and educating them on how Eskaton’s care services and programs can meet those needs, effectively demonstrating the organization’s value.
Responds promptly to every lead source, including incoming telephone calls and in-person inquiries from referral sources, prospective residents, and families.
Maintains ownership of CRM accuracy and data integrity, with a strong focus on consistent daily outbound calling efforts.
Oversees the coordination and completion of all activities within the sales cycle, converting community fees into move-ins.
Visits prospects in their homes, healthcare providers, or other locations, and ensures all required documentation is completed by physicians, prospects, and family members prior to move-in.
Drives traffic to the community through referral development, networking, and events.
Actively participates in networking groups and seeks opportunities to present and host events across the broader geographic area to build a strong presence and increase community awareness.
Monitors the financial and health screening process for clients and clearly explains all aspects of community services to prospective members and other interested individuals or groups.
Maintains the Matrix database to ensure accurate and relevant tracking of leads, prospects, and move-ins.
Implements the marketing plan, including participation (as needed) throughout all phases of Life Plan/CCRC membership, Lodge sales, move-in processes, special events, promotional strategies, community relations, and presentations.
Follows strategic marketing plan components and demonstrates a strong sense of urgency.
Effectively manages multiple activities and customers simultaneously, with a proven ability to multitask in a fast-paced environment.
Models and embodies Eskaton’s core values, including: Creating a sense of warmth, welcoming and belonging for all, Fostering excellence in everything we do, Seeking consistent improvement, learning and sustainable growth, Stepping up, taking ownership and leading with initiative.
Fully complies with all provisions in Eskaton’s Corporate Compliance Policy and the Health Insurance Portability and Accountability Act (HIPAA).
Maintains attendance as outlined in Eskaton policy.
Follows required dress code and Eskaton’s Community Appearance Standards.
Maintains a professional image to the public and residents.
Works in accordance with established safety guidelines; uses proper body mechanics; follows safe work practices; wears appropriate safety gear.