Life Plan Advisor in The Bronx, NY at Pride Health

Date Posted: 7/17/2019

Job Snapshot

  • Employee Type:
  • Location:
    The Bronx, NY
  • Experience:
    Not Specified
  • Date Posted:

Job Description

New Continuing Care Retirement Community is looking for a Sales Associate.

Meet sales goals for sales contacts, appointments and completed sales.

Conduct follow up with prospects either through phone, email, mail or appointments.

Set appointments with prospects and give tours of the community

Secure Deposits and meet required goals for deposits.

Initiate and process applications.

Notify depositor of approval/disapproval status of financial application and if approved, set appointment for contract signing in a timely manner.

Schedule closing/move-in dates appropriate to the contract and phase of the community’s development.

Work with other departments for the benefit of the new resident.

Enter and update CRM database.

Prepare Monthly Marketing Reports.

Assist Director of Marketing in development and implementation of special events.

Perform appropriate follow-ups, tours, etc. with event prospects.


Must have relationship-selling experience. Experience working with a high-end clientele is ideal.

Assisted living experience a plus.