Demo

Retirement Counselor

Montereau
Montereau Salary
Tulsa, OK Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 4/18/2025

Job Summary/Objective:

Identify, market, and sell prospective residents on the benefits of the lifestyle of Montereau. Achieve personal and team sales and move-in goals to maintain maximum occupancy of the community.

Responsibilities:

  • Maintain database of clients.
  • Establish relationships with prospective clients which leads to moving them through the sales continuum.
  • Conduct effective discovery with clients.
  • Collaborate and partner with key representatives throughout the community to make effective relationships that lead to a decision.
  • Acquire and maintain expert knowledge of all sales documents, including programs, inventory incentives, contracts, etc.
  • Conduct sales activity in and outside of the community including home visits.
  • Performs other related duties as assigned.

Essential Functions/Duties/Responsibilities:

Maintaining data base and meeting metric, sales and occupancy goals

Required Skills/Abilities/Competencies:

  • Strong verbal and written communication skills.
  • Intermediate level computer skills with Microsoft Office programs and ability to learn new software.
  • Excellent sales and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines and sales goals.
  • Ability to effectively manage sensitive and confidential communications and information while maintaining a high level of poise and tact.
  • Ability to function well in a high-paced and at times, stressful environment.

Education and Experience:

  • A minimum of 5 years of experience in sales, marketing, public relations or a related field is required.
  • Previous sales experience in the retirement living industry is preferred.
  • Bachelor’s degree in marketing, Sales, Public Relations or other business-related degrees: or an equivalent combination of education, experience is required.

Physical Requirements:

A moderate amount of walking, standing and sitting.

Must be able to lift up to 25 pounds at times.

Ability to travel by car and/or commercial airline.


Other Duties:

Ability and willingness to periodically work outside core office hours, including evenings and weekends.

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