Sales Specialist, Senior Living

About the role

At Wallick Senior Living, our team understands that senior living is not just a job, but a calling. We take pride in caring for and empowering our residents as they choose to enjoy their golden years with us. With 1,000+ employees and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role.

Responsibilities

• Achieve and Sustain Occupancy Goals: Develop and implement targeted sales strategies to meet or exceed budgeted occupancy levels through effective lead generation, conversion, and retention.
• Lead Discovery and Tour Experiences: Conduct personalized discovery sessions and community tours for prospective residents and their families, highlighting the benefits and lifestyle offered.
• Coordinate personalized and professional tour experiences, including preparing a customized welcome sign at the community entrance to greet each prospective resident and their family.
• Develop and Execute Marketing Plans: Create and implement quarterly marketing plans aligned with community goals and market trends.
• Coordinate Move-In Process: Collaborate with the Executive Director and internal departments to manage all aspects of the move-in process, ensuring a smooth and welcoming transition.
• Ensure model rooms are consistently maintained to reflect a warm, inviting, and well-presented environment that shows the community’s lifestyle and standards.
• Move in process – ensure the resident room is ready for move-in and ensure the name(s) are on the room(s).
• Conduct Market Research and Competitive Analysis: Monitor local market conditions and competitor offers to inform sales strategies and identify opportunities for differentiation.
• Manage and Utilize CRM Effectively: Maintain accurate and timely records in the customer relationship management (CRM) system, ensuring all leads, interactions, and follow-ups are documented and tracked.
• Leverage CRM data to prioritize outreach, schedule follow-ups, and analyze conversion metrics to improve sales performance.
• Participate in Daily Sales Huddles: Engage in daily sales huddles with the Executive Director to review pipeline activity, discuss strategy, and align priorities.
• Update Forecast Tracker: Maintain and regularly update the forecast tracker to reflect current lead status, projected move-ins, and occupancy trends.
• Complete Admissions Checklist and Paperwork: Ensure all admissions-related documentation and checklists are completed accurately and in a timely manner for each new resident.
• Collaborate with the Business Office Manager, Director of Care, and other department heads. Work closely with internal teams to coordinate logistics, services, and communications related to resident move-ins and ongoing engagement.
• Plan and Host Marketing Events: Organize and execute special events that promote the community, engage prospects, and strengthen referral relationships.
• Conduct External Business Development Activities: Build and maintain relationships with local healthcare providers, organizations, and referral sources to drive external lead generation and community visibility.
• Represent the community at local events and networking opportunities to enhance brand awareness and build referral partnerships.
• Budget Accountability: Monitor and manage the departmental budget, ensuring cost-effective execution of sales and marketing initiatives.
• Additional Duties: Perform other related responsibilities as assigned to support the overall success of the community.

Requirements

• Bachelor’s degree in marketing, business, or a related field preferred