Senior Living Counselor

Masonic Homes of California • Union City, CA

2d

About The Position

Masonic Homes of CA and Acacia Creek seek a dynamic sales counselor to drive occupancy in the 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 appropriate placements across levels of care. It is suited to a relationship-driven professional with senior living sales experience, a consultative approach, and a passion for helping seniors find the right living solution.

The counselor manages sales from initial inquiry through move-in, including qualifying prospects, conducting tours and presentations, explaining the entrance-fee model and care options, maintaining the sales pipeline, and coordinating with marketing, care, and move-in teams. The position also builds referral relationships, participates in outreach events, and supports residents and families during the transition into the community.

Requirements

• At least 3 years of sales experience, preferably in senior living, real estate, or high-touch relationship sales.
• Proven ability to meet and exceed sales targets, particularly in entrance-fee communities or other 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 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.

Responsibilities

• Secure a minimum of two entrance-fee deposits and two move-ins per month for Acacia Creek Independent Living, and help drive move-ins for Financial Assistance prospects at Masonic Homes.
• Support Assisted Living and Memory Care occupancy growth by working with the care team to place residents at 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 based on 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 potential transitions between levels of care.
• Use a CRM to track leads, document interactions, and maintain an organized sales pipeline.
• Partner with marketing on lead-generation campaigns, including direct mail, digital advertising, and community outreach.
• Build relationships with local 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 support seamless resident transitions.
• 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

• Excellent health, wage replacement, and other benefits for employees and their families.
• A generous 401(k) contribution 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.
• Career advancement opportunities.

What This Job Offers

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