Sales- Life Plan Counselor

Do you want to work with a community that is growing? Are you naturally curious and genuinely interested in people? Do you find the life story of others fascinating? Are you looking for a sense of satisfaction knowing that you've helped someone? A position as a Life Plan Counselor under the sales and marketing team could be your perfect job! Let us get acquainted and explore the possibility.

Work Schedule - Monday-Friday, 8:30am – 5:00pm

Duties/Responsibilities

• The Life Plan Counselor is accountable for all assigned Sales/Marketing activities on the Plymouth Harbor campus including, but not limited to, the following:
• 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.
• Working in a fast-paced expansion sales environment, conducting many appointments, phone calls, tours, and event assistance.
• 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. In-house training will be provided.
• 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
• Follow-up activities
• Personal professional development
• Generate leads through proactive prospecting techniques including:
• Resident referrals
• Referrals from prospective residents
• Professional referral development with businesses supporting our sales process (i.e., estate planners, move managers, realtors, and other like-minded organizations)
• Future Residency Program prospects
• Staff
• Friends
• Trustees
• Make in-home visits with prospective residents.
• Report results of activities addressed above weekly to the Vice President of Sales & Community Affairs.
• Demonstrate the ability to achieve the present 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 information required.
• 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.
• Attending regular sales meetings as directed by the Vice President of Sales & Community Affairs 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.

Qualifications

• Associate or bachelor's degree preferred, or equivalent experience.
• Minimum two years of sales experience, preferably in senior housing.
• Must have excellent organizational skills.
• Must be a detail-oriented person and able to perform duties with great accuracy on a daily basis.
• Must have excellent personal skills, demonstrating the ability to conduct oneself in a non-controversial style; a style that inspires the respect of others and promotes a sense of trust in the individual’s competence.
• Must have excellent communication skills, in speaking, writing, and listening.
• Must be proficient with Microsoft Office programs with emphasis on Word and Outlook, with the ability to learn and use other proprietary software as required.