Senior Living Advisor

Description:

The Senior Living Advisor is responsible for executing daily sales activities to enhance and maintain occupancy rates at our facility. This includes engaging with prospective residents and professionals, managing follow-up communications, and coordinating events that promote our offerings. The role requires diligent documentation and collaboration with the management team to ensure a seamless transition for new residents.

Education & Qualifications:

· Must be knowledgeable in ODH regulations for RCF.

· Previous management experience in RCF or healthcare setting a must.

· Knowledge of aging, dementia related disease.

· Minimum of 2 years Marketing experience is required with a proven track record of meeting established sales quota, health care industry preferred.

· Possess knowledge of office procedures and computer skills.

· Must have a valid driver’s license with appropriate auto insurance.

· Must have a strong desire to care for the elderly.

· Possess organizational and interpersonal skills, and must be able to multi-task, and effectively deal with the public.

· Follow all policies and procedures of Wexner Heritage Village.

Duties:

Daily Sales Activities:

o Conduct and schedule daily sales functions to increase and maintain unit occupancy. This includes follow-up calls, emails, and utilizing tools like One Day, mailing campaigns, and home drops.

Prospect Transition:

o Complete all tasks necessary to transition prospects to resident status. This involves engaging prospects, following up, and achieving conversion and closing goals.

CRM Documentation:

o Document all sales activities in the designated CRM system daily to track progress and maintain accurate records.

Event Planning and Coordination:

o Plan, coordinate, and implement on-site and off-site sales events to generate leads and engage with potential residents.

Team Communication:

o Communicate necessary documents to the team to finalize move-ins and keep management updated on lead status, including lead scores, events, appointments, and scheduled tours.

Budget Participation:

o Participate in department budget planning and provide weekly and monthly reports as requested.

Lead Nurturing:

o Host and plan lead nurture and generation events, both on and off campus, to maintain engagement with potential residents.

Education and Follow-Up:

o Educate prospective residents and their advisors about our services, scheduling regular follow-up communications.

Team Leadership:

o Provide support and leadership to team members, ensuring the entire team can assist prospects throughout the transition to resident status.

Sales Materials Management:

o Maintain an inventory of sales materials to ensure prospects have consistent visibility of our offerings.

Community Readiness:

o Assist Executive Director to ensure the community is tour-ready by managing models and furniture to present a welcoming environment.

Engagement with Waiting List:

o Engage with prospective residents on the waiting list through mailings, phone calls, and invitations to activities.

Information Provision:

o Provide accurate information to prospective residents through tours, phone interactions, and mail communications.

Inquiries Response:

o Respond promptly to phone and walk-in inquiries, providing tours as needed.

Waiting List Maintenance:

o Maintain the waiting list for CAV and the Cottage, ensuring frequent communication with contacts.

Family Assistance:

o Offer ongoing support to families and residents with their needs, assisting them in determining the best level of care at CAV.

Safety and Sanitation:

· Must follow and adhere to all sanitation procedure as prescribed by the Ohio Department of Health and the Columbus Health Department and all other governing agencies followed by WHV

· Must assure that WHV safety policy and procedures are followed at all times

· Must follow the WHV Infection Control, Universal Precautions, and the Exposure Control Plan, policies and procedures when performing daily tasks and functions

· Report all hazardous conditions, accidents, and incidents to the immediate supervisor

· Must be able to lift up to 25lbs on a routine biases

· Must be able to push/pull up to 25lbs on a routine biases

· Must be able to stand for entire shift duration along with lifting, binding, pulling and pushing

· Able to drive for long periods of time

· Maybe exposure to infections, diseases, falls, equipment burns, injuries and odors