At Lasell Village, education is at our heart, and encouraging lifelong learners to become a part of our unique community is one of the key responsibilities of this role. The Sales Counselor is responsible for implementing marketing procedures that will motivate prospects to choose Lasell Village as their retirement residence. They will establish a rapport with prospects and sell Lasell Village’s programs, services, and policies. The Sales Counselor will need to be skilled in overcoming barriers to move prospects toward deposit status and becoming a resident of the Village. Quality customer service is a top priority for everyone at the Village.
Meet expected sales goals for sales contacts, appointments and completed sales
Conduct follow up with prospects through either phone, email, mail or appointments to ensure that they are well informed of the move-in options and process
Set appointments with prospects for tours of the community and conduct tours for walk-ins
Initiate and process applications to include financial and medical records
Notify depositor of approval/disapproval status of financial application
Schedule closing/move-in dates appropriate to the contract
Work cooperatively with other departments for the benefit of the new resident to transition to the community in a stress-free environment
Enter and update CRM database with accurate and timely daily/weekly tracking reporting for calls, appointments, follow-ups, etc.
Prepare Monthly Marketing Reports for review by Director of Marketing
Assist Director of Marketing in development and implementation of special events (on-site and off-site) to draw prospective residents to the Village
Perform appropriate follow-ups, tours, etc. with event prospects
Maintain awareness of senior marketplace and report significant changes to Director of Marketing
Assists Director of Marketing in development and implementation of appropriate incentives to encourage move-ins
Prepare contributions to social media sites weekly, including Facebook and website.
Maintain confidentiality and protect sensitive Protected Health Information (PHI) at all times
Performs other duties that may be assigned by the Director of Sales & Marketing.
Bachelor’s degree in related major is required
Two years of related experience or equivalent combination of education and experience
Experience in industry standard computer programs a plus
Strong general computer skills, such as Outlook®, Word® and Excel®
CRM experience preferred
High comfort level with social media sites
Strong organizational skills, detail oriented
Thrive in a team environment and work well with others
Ability to be creative to meet customer’s needs
Must possess the ability to make independent decisions when circumstances warrant such action
Must possess the ability to deal tactfully with staff, residents, family members, visitors, and the public
Cheerful demeanor and professional phone manners.
Lasell Village is an Equal Opportunity Employer.
ENVIRONMENTAL FACTORS & PHYSICAL DEMANDS:
Must be able to move intermittently throughout the work day; may need to reach overhead, push/pull/lift objects, or ascend/descend stairs
Must be able to push, pull, move, and/or lift a minimum of twenty-five (25) pounds
Sitting/standing for extended periods of time
Must be able to work on a computer for extended periods.
Lasell Village is a unique living and learning retirement community located on the campus of Lasell College. Residents and staff of Lasell Village are committed to maintaining a strong sense of community based on mutual respect. Our employees enjoy a generous benefit package which includes tuition at Lasell College for eligible employees.