Senior Living Advisor – Texas Region
- Manage senior living advisory sales across Texas, guiding families on independent living, assisted living, and memory care placements.
- Consistently exceed regional placement and revenue targets, generating approximately $4.2M annually from ~35 move-ins per month.
- Conduct high-volume inbound and outbound calls while maintaining compliance and exceptional client experience standards.
- Track and optimize performance metrics including call volume, conversion rates (~40%), and placement efficiency.
- Build trust with families through empathetic, solution-driven guidance during sensitive life transitions.
Senior Living Advisor – National Team (U.S. & Canada)
- Selected for the national team based on top performance, supporting families across the U.S. and Canada.
- Conducted 100+ outbound calls daily, achieving placement conversion rates of 35–40%.
- Ranked consistently in the top 10% of national advisors for placement volume and revenue generation.
- Mentored new advisors on consultative sales, discovery calls, urgency-building, and closing techniques.
- Contributed to $2M+ annual national revenue in senior living placements.
Senior Living Counselor
- Served as the first point of contact for families beginning their senior care journey.
- Conducted comprehensive needs assessments to determine care level, budget, and geographic preferences.
- Provided ongoing support and education to families, easing concerns and building trust.
- Quickly promoted due to top-tier placement performance and client satisfaction scores.
- Conducted 100+ outbound calls daily while maintaining high conversion rates.
- Recognized as a Top Performer for placement achievements and revenue generation.
- Mentored new advisors on discovery calls, urgency-building, and closing techniques.
Senior Living Counselor | Nov 2020 – 2021
- Served as first point of contact for families beginning the senior care journey.
- Conducted needs assessments to determine care level, budget, and location.
- Quickly promoted due to strong sales performance and client satisfaction results.
- Assessed available resources regularly to optimize budget allocations across various departments in the facility.
- Provided ongoing support for family members during their loved ones'' transition into senior living communities, easing concerns and building trust.