Assisted Living Sales Counselor

Comply with all applicable rules, policies, standards and guidelines related to employment with
Westminster Services and its communities.


* Manage the community’s AL sales process and provides customers with community-related information via personal visits, coordination of assessments and follow-up.


* Responsible for meeting or exceeding company sales metrics, meeting with prospective new residents through inquiries & closing tour process, including external community partners and referral sources.

AL Sales Counselor will focus (with the team) on providing the resident and family with all necessary information to achieve optimal satisfaction and customer relations.


* Must be able to manage own schedule and complete multiple tasks in a timely and efficient manner.


* Must be able to independently initiate steps toward problem resolution in an efficient and effective manner.


* Responsible for regular communications with the Director of Sales, Executive Director, Corporate Director of Sales (AL/MS/NC), and Nursing Care management team as to bed availability as appropriate.


* Responsible for ensuring all sub-acute and Return to Home referrals are communicated with in a timely and appropriate manner with the goal of converting them to AL depositors.


* Ensures company expectations for follow up on all tours, leads, and open inquiries are completed in a timely manner.


* Ensures the admission packet is completed by incoming resident or responsible party and executed by the Executive Director and/or the Health Services Administrator.


* Responsible for external marketing to referral sources including but not limited to hospitals, physicians, future residents, family members and the community partners.


* Must maintain accurate data input and customer relationship management software on a daily basis.


* Must be able to participate in creating the strategic AL marketing and sales plan.


* Must be able to implement and manage the strategic marketing and sales plan.

Reporting Responsibilities and Minimum Standards:


* Complete Weekly Lead Status and Available Inventory Update


* Minimum of 3 Sales per month


* Minimum of 8 connected prospective resident calls per day


* Minimum of 2 connected referral source calls per day


* Minimum of 5 prospective resident appointments per week


* Minimum of 3 referral source appointments per week


* Implement and fulfill the following as part of the strategic sales and marketing plan:
+ Quarterly family/prospect lead generating referral events/efforts
+  Quarterly professional referral source lead generating event/effort

The above job description is not to be construed as a complete listing of the assignments and
responsibilities assigned to any employees; nor are such assignments restricted to those precisely listed
in this description.

This job description may change from time to time as the needs of the organ...