Assisted Living Sales Counselor

Independent Senior Living Sales Counselor

Job Category
:
Marketing

Requisition Number
: ASSIS
007486

• Posted:
  January 21, 2026
• Full-Time

Showing 1 location

University Woods Campus Madison, WI 53705, USA

POSITION OVERVIEW

The Independent Living (IL) Sales Counselor supports Oakwood Village’s census goals by guiding prospective residents and their families through the full IL sales journey—from initial inquiry and discovery through tours, waitlist/deposit steps, contract preparation, and move-in.

This role is highly relationship-driven and requires strong follow-through. The IL Sales Counselor provides timely, accurate information about Oakwood’s services, lifestyle, pricing, and contract options; responds to questions with clarity and warmth; and partners closely with internal teams (Health & Wellness, Finance, Renovations, Facilities Services, and campus leadership) to ensure a smooth, well-coordinated move-in experience.

The IL Sales Counselor maintains a high standard of CRM/marketing software documentation, using the system to track activity, manage pipeline progress, and support reporting on key sales metrics. The role also supports events and outreach efforts that generate inquiries and strengthen Oakwood’s presence in the community.

We are Called to serve a thriving community where seniors live with dignity, connection and purpose.

Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values:

• Compassion
  :
  We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
• Faith
  :
  We have a commitment to remain true to the vision and mission of Oakwood.
• Inclusion
  :
  We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
• Integrity
  :
  We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
• Dedication
  :
  We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.

• Manage the Independent Living sales pipeline from inquiry through move-in, ensuring a seamless and resident-centered experience.
• Respond promptly to inquiries (phone, email, walk-ins, website leads) and schedule/confirm tours and next steps.
• Conduct discovery conversations to understand a prospect’s priorities, timeline, and concerns; tailor recommendations accordingly.
• Lead campus tours and presentations, clearly communicating Oakwood’s lifestyle, services, pricing, and value.
• Educate prospects and families on contract options, residency agreements, fees, and the waitlist/deposit process; answer questions accurately and consistently.
• Guide prospects through the waitlist journey (status updates, touchpoints, unit selection steps, and deposit documentation as applicable).
• Coordinate internal steps required for move-in readiness by partnering with Health & Wellness, Finance, Renovations, Facilities Services, Dining, and other stakeholders.
• Collect required information for financial and wellness review processes and ensure documents are handled using approved confidentiality/PHI-safe procedures.
• Prepare and track required sales documentation and ensure timely completion of all steps leading to closing and move-in.
• Maintain accurate, complete, and timely documentation in the CRM/marketing software; record all touches, tasks, notes, and outcomes.
• Use CRM reports and dashboards to manage daily activity, monitor pipeline health, and improve conversion results.
• Meet individual performance goals and key activity metrics (e.g., calls, appointments, tours, follow-ups, deposits, closings) as set by the Sales & Marketing Director.
• Collaborate with the broader sales team to share insights, align messaging, and support campus-wide census goals.
• Participate in and support marketing and sales events (open houses, educational programs, referral gatherings, community presentations) to generate leads.
• Build and maintain relationships with…