Sales Counselor

Stratford Court   Palm Harbor, FL   Full-time     Sales
Posted on January 20, 2019

Sales Director Liaison

Reports to: In a Matrix reporting structure, the Sales Counselor has primary reporting responsibility to the Sales Director or Executive Director of their community and secondary reporting responsibility to the Regional Director of Sales & Marketing.

Summary of Position: The Sales Counselor is responsible for meeting or exceeding cenus goals and creating and maintaining a positive image of the property with residents, the community, and referral sources. The Sales Counselor must be knowledgeable of the sales process and show evidence of the ability to train, motivate and manage a sales support team such as Sales Assistants or Concierges.

Essential Functions & Responsibilities:

(Key Responsibilities) Sales Performance:

  • Works closely with the Executive Director and Regional Director of Sales & Marketing in the development and execution of the sales & marketing plan.
  • Meets or exceeds the sales activity standards as determined by the Regional Director of Sales & Marketing. These sales activity standards include quotas for daily telephone lead base follow up calls, appointments, on-site and off-site sales activities, and other sales related performance metrics.
  • The Sales Counselor role requires External Business Development with outside referral partners with the goal of generating direct referrals to the community or communities they are assigned.
  • Develops strategic sales and marketing plans for the community and work closely with other department managers to ensure that such plans meet the needs of the community. 
  • Provides outstanding sales leadership and management skills to ensure top performance by all members of the department. Leads by example. Coaches and mentors all staff within the department to ensure consistent top performance, fosters cooperative sales behavior to ensure success in achieving sales and occupancy goals.
  • Provides regular and ongoing coaching and training to direct reports and/or other team members.
  • Demonstrates excellent sales skills through: Establishing and maintaining client relationships, discovery of clients needs and desires with the community its products and services, closing and post-sales activities. Uses good listening techniques and demonstrates exceptional customer service.

Sales Counselor Job Description Rev 9 2016

  • Completes and maintains the Five Star CRM (lead database) for all potential residents and referral contacts within 24 hours of time of activity. This includes documentation of all completed and scheduled sales activities, including move-ins and move-outs.
  • Plan, coordinate and hosts events for the lead base and professionals to increase traffic in the community.
  • Demonstrates proficiency in pulling, analyzing and completing sales reports.
  • Interprets and implements management policies.
  • Provides regular in-services and orientation training to all front line and management staff.
  • Maintains an active, working knowledge of current competition and any new entrants or changes in the market.
  • Attends all required training, in-services, and staff meetings.

Other Duties:

  • Participate in Manager On Duty Program.
  • Performs other duties as assigned.

Special Demands:

  • Maintains a flexible schedule to accommodate the needs and schedules of prospects. This may require evening and weekend availability. May be required to work a Tuesday V Saturday or a Sunday V Thursday schedule.
  • As Manager On Duty, must be able to make sound strategic and operational decisions that directly impact the business of the community.
  • Excellent written and verbal communication skills.
  • Strong listening skills.
  • Proven computer skills including Microsoft Office Suite and contact management software applications.
  • Excellent time, organization & priority management skills.
  • Excellent presentation skills.
  • Meet or exceed budgetary controls.
  • Displays enthusiasm and a strong desire to succeed.
  • Maintains a positive and professional demeanor toward residents, visitors, families and co-workers at all times.
  • Must have reliable transportation and driving record must meet the requirements of the Driver Qualifications policy.
  • Ability to work under stress and to function effectively with interruptions. h Adheres to all Five Star policies and procedures.
  • As part of the MOD Program, mystery shops will periodically be conducted, which may involve an assessment of the MODs performance and/or audio recordings of telephone conversations that take place during the mystery shop process. It is expected that the Sales Counselor will Sales Counselor Job Description Rev 9 2016 participate in this program and will consent to any such audio recordings that are deemed necessary for the success of the program.

Experience/ Training/Education/Certification

  • Bachelors degree or courses that establish knowledge of business, sales, motivation, communication and related marketing skills.
  • Two (2) years of previous sales experience required, preferably in the Senior Living industry with significant level of responsibility and accountability for goal achievement.
  • Experience working with seniors preferred.
  • Valid Drivers License required.
  • Ability to speak and write effectively to present information, solutions and benefits.
  • Ability to sell effectively and to close transactions.
  • Ability to articulate our products, services, solutions and value to prospects and professional referral partners.

Additional Qualifications:

  • Freedom from illegal use of drugs.
  • Freedom from the use and effects of use of drugs and alcohol in the workplace.
  • Ability to communicate verbally with an excellent comprehension of the English language.
  • Persons who have been found guilty by a court of law of abusing, neglecting, or mistreating individuals in a health care related setting are ineligible for employment in the position.

Physical Demands/Work Environment: The work environment characteristics described are representative of those a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to sit and stand for extended periods of time.
  • Ability to lift 25 pounds.
  • Ability to see with reasonable acuity and appropriate accommodation, full field of vision and be able to distinguish depth.
  • Ability to move about with reasonable accommodation, reach, turn, twist, touch and bend. h Ability to hear normal levels with accommodation and tolerate occasional loud noises.
  • Subject to frequent interruptions. Must be able to deal well with multiple issues and tasks at one time.

Sales Counselor Job Description Rev 9 2016 Exposure Risk: Is subject to potential exposure to infectious waste, disease, conditions, etc., including, but not limited to, TB, HIV and Hepatitis B.


Stratford Court

Palm Harbor , FL