Senior Living Counselor

Masons of California • Union City, CA

4d • $80,000 - $130,000

About The Position

Masonic Homes of CA and Acacia Creek, a premier Continuing Care Retirement Community (CCRC), is seeking a dynamic Sales Counselor to drive occupancy in its entrance-fee independent living community and generate move-ins for fee-for-service Independent Living, Assisted Living, and Memory Care. The role guides prospective residents and their families through the decision-making process, works toward stabilized occupancy, and supports placements in appropriate levels of care. It is suited to a motivated, relationship-driven professional with senior living sales experience, a consultative approach, and a passion for helping seniors find suitable living solutions.

The counselor manages inbound inquiries and prospective residents throughout the sales process, from qualification and tours to financial approvals and move-in coordination. The position also partners with marketing and community teams, builds referral relationships, and participates in outreach and educational events. The role includes some evening and weekend availability for tours and events.

Requirements

• At least 3 years of sales experience, preferably in senior living, real estate, or high-touch relationship sales.
• Demonstrated ability to achieve and exceed sales targets, particularly in entrance-fee communities or high-investment decisions.
• Strong interpersonal skills and ability to build trust and rapport with seniors and their families.
• Excellent communication, presentation, and negotiation skills.
• Highly organized, results-oriented, and able to manage multiple prospects simultaneously.
• Proficiency with CRM systems such as Salesforce, Enquire, or Sherpa, and the Microsoft Office Suite.
• Availability to work some evenings and weekends for tours and events.
• Any combination of education and experience that provides the necessary knowledge and abilities.
• Demonstrate the Successful Aging values of Integrity, Dedication, Respect, Compassion, Teamwork, and Quality.

Nice To Haves

• Senior living sales experience.
• Experience in real estate or high-touch relationship sales.
• Experience with entrance-fee communities or high-investment sales decisions.
• Familiarity with CRM systems such as Salesforce, Enquire, or Sherpa.

Responsibilities

• Secure a minimum of two entrance-fee deposits and two move-ins per month for Acacia Creek Independent Living, and work to drive move-ins for Financial Assistance prospects at Masonic Homes.
• Support occupancy growth in Assisted Living and Memory Care by coordinating with the care team to place residents in the appropriate level of care.
• Develop and maintain a pipeline of prospective residents, proactively follow up with leads, address objections, and explain the financial and lifestyle benefits of a CCRC.
• Handle inbound inquiries and qualify prospects according to readiness, financial eligibility, and lifestyle preferences.
• Conduct in-person and virtual tours, home visits, and presentations tailored to each prospect.
• Explain Acacia Creek’s entrance-fee model, including financial benefits, refundable contract options, and long-term security.
• Educate prospective residents and families about Assisted Living and Memory Care options and support transitions between levels of care when needed.
• Use a CRM to track leads, document interactions, and manage the sales pipeline.
• Partner with marketing on lead-generation campaigns, including direct mail, digital advertising, and community outreach.
• Develop relationships with referral sources, including real estate agents, financial advisors, physicians, and community organizations.
• Attend networking events, senior fairs, and professional luncheons to increase visibility and generate referrals.
• Host informational events, open houses, and education sessions with the marketing and sales team.
• Collaborate with the Move-In Coordinator and community teams to coordinate smooth transitions for new residents.
• Assist with financial approvals, paperwork, and move-in logistics.
• Provide ongoing support to new residents and families to promote a positive move-in experience.
• Obtain and demonstrate knowledge of Successful Aging philosophies through Masterpiece Living education, and support the Successful Aging Culture by assisting with initiatives, encouraging residents, and acting as a coach.
• Be familiar with and fluent in the language and details of Successful Aging/Masterpiece Living.

Benefits

• Health, wage replacement, and other benefits for the employee and family.
• A generous employer contribution to a 401(k) plan, whether or not the employee participates, plus an additional company contribution when the employee participates.
• Tuition reimbursement of $1,500 per year.
• A work environment focused on teamwork and support for excellent care.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed