Senior Living Sales Counselor- Full Time

Plymouth Harbor on Sarasota BaySarasota, FL
Onsite

About The Position

This position is for a Life Plan Counselor on the sales and marketing team. The role involves working with a growing community and requires someone who is naturally curious, genuinely interested in people, finds life stories fascinating, and seeks satisfaction in helping others. The role is full-time, 40 hours per week, Monday-Friday.

Requirements

  • Minimum two years of sales experience, preferably in senior housing.
  • Excellent organizational skills.
  • Detail-oriented person able to perform duties with great accuracy on a daily basis.
  • Excellent personal skills, demonstrating the ability to conduct oneself in a non-controversial style that inspires respect and promotes trust in competence.
  • Excellent communication skills, in speaking, writing, and listening.
  • Proficient with Microsoft Office programs with emphasis on Word and Outlook.
  • Ability to learn and use other proprietary software as required.

Nice To Haves

  • Associate or bachelor's degree preferred, or equivalent experience.

Responsibilities

  • Accountable for all assigned Sales/Marketing activities on the Plymouth Harbor campus.
  • Demonstrate knowledge of the retirement community industry on a national and state level, with special emphasis on the types of contracts/communities and their respective offerings.
  • Conduct appointments, phone calls, tours, and event assistance in a fast-paced expansion sales environment.
  • Demonstrate knowledge of the competition in the primary and secondary market areas.
  • Demonstrate knowledge of all aspects of the Plymouth Harbor community, including Independent Living (expansion and existing), Assisted Living, Health Care, Wellness Programs, Dining Services, Building & Grounds, and Environmental Services.
  • Demonstrate knowledge of the policies and procedures of the Marketing & Community Affairs Department and Plymouth Harbor.
  • Demonstrate proficiency in utilizing the Marketing information system (CRM).
  • Utilize the Marketing information system (CRM) through the timely entry of prospective resident and referral information into the database.
  • Understand and utilize the selling cycle approach, which includes prospecting, pre-approach and approach techniques, building rapport, on-site and in-home presentation and demonstration, addressing areas of concern, closing the sale, and follow-up activities.
  • Generate leads through proactive prospecting techniques including resident referrals, referrals from prospective residents, professional referral development with businesses supporting the sales process (e.g., estate planners, move managers, realtors, and other like-minded organizations), Future Residency Program prospects, staff friends, and trustees.
  • Make in-home visits with prospective residents.
  • Report results of activities weekly to the Vice President of Sales & Community Affairs.
  • Demonstrate the ability to achieve sales goals, including current metrics on callouts, tours/meetings with leads, sales ratios, and other statistics compared to industry standards.
  • Participate in the new resident eligibility process by gathering and developing the required information.
  • Become familiar with all options and custom features offered by Plymouth Harbor for apartment renovation requests.
  • Become familiar with the differences between the sales process for expansion and existing sales.
  • Participate in cultivation/educational meetings and special events.
  • Assist in the implementation of all elements of the Marketing Plan.
  • Maintain timely communication with all prospects and future residents through multiple communication methods.
  • Participate in sales training and self-improvement activities as directed by the Vice President of Sales & Community Affairs, including expansion sales training.
  • Coordinate and assist with activities with all members of the Marketing & Community Affairs Department.
  • Works on weekends, evenings, and special events as directed by the Vice President of Sales & Community Affairs.
  • Attend regular sales meetings to discuss sales strategies, prospective resident status and follow-up, reporting, and evaluation.
  • Attend and participate in workshops, seminars, and mandatory in-services as approved or required.
  • Maintain work area, equipment, and supplies in a clean, sanitary, and organized manner.
  • Ensure that work areas are neat and confidential materials are properly stored before leaving the area on breaks, at the end of a workday, etc.
  • Work safely; complying at all times with Plymouth Harbor safety standards.
  • Discharge properly such other responsibilities and duties as the Vice President of Sales & Community Affairs may direct.
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