Financial Counselor Salary in Vernon Hills, IL

Under limited supervision, receives walk-in/call-in visitors and uses software systems to identify and contact leads provided by the Business Development Coordinator and current community residents. Effectively explains and demonstrates to prospective residents and their families the benefits of residing and receiving care at the community. Communicates sales and contractual information and closes contract sales to maintain and improve occupancy levels. Solicits assistance of community staff to promote and explain community services, practices, policies, pricing and other information necessary to close the sale.Routinely reviews software databases to identify and follow-up on leads from all sources. Calls a lead and obtains additional information on personal residential and care needs. Encourages prospective residents and families to make wait list deposits. Maintains long term contact with prospects to encourage continued familiarity. Encourages and promotes visits and tours of community(s). Meets established goals regarding contacts and tours to achieve desired sales goals. Enters updated prospective resident information and status of relationship into the lead management system.Maintains positive and understanding relationships with current residents and their family. Encourages their positive promotion of community to friends, acquaintances and family. Identifies religious, civic and social groups to which current residents belong to expand referral network. Cultivate leads with current residents through positive interaction and interest in activities and concerns. Follows-up with resident referrals as identified. Explains and promotes the Resident Referral Program to current residents.Assists in identifying innovative events and methods to increase visitation of targeted groups. Assists in planning, sponsoring, organizing, and executing special events to inform and attract referrals and prospects to visit community. Presents and demonstrates the value and benefits of the community for its residents as appropriate to stimulate interest and sales.Obtains and maintains knowledge of competitors. Communicates community features to best compete with competitors strengths and weaknesses. May visit competitors communities to understand how to best refer and market services and products.Conducts personal tours of communities for prospective residents and family. Schedules meetings with staff department heads as requested or as deemed necessary to effectively convince potential residents of abilities to meet their residential and care needs. Understands needs of potential residents to highlight community features that will satisfy them.Explains fee structure in a manner that will be most meaningful and that will clearly reflect the benefits of prospective residents choices. Explains the physical and financial assessment processes to prospects and coordinates required staff interviews and credit checks.Closes contractual arrangements. Communicates availability of units and status of waiting lists. Obtains necessary personal information and prepares standard, legal documents required for signature. Communicates pricing structures and service rates. Obtains signatures, required deposits and authorizations for move-ins.Requests assistance of marketing assistant when appropriate to coordinate needs relating to logistics of new resident moves including such things as transference of keys, furniture move-in coordination, unit preparation, new resident orientation and welcoming, etc. Maintains continued contact to reflect concern and interest for their continued wellbeing and satisfaction after relocation to the community.May provide input regarding the development of promotional brochures, videos and mailings as used in networking referrals and marketing to prospective residents.Prepares written reports and communicates status of current success in a clear and concise manner.This job description represents an overview of the responsibilities for the above referenced position. It is not intended to represent a comprehensive list of responsibilities. An associate should perform all duties as assigned by his/her supervisor.Voted by Newsweek in 2024 as one of America's Greatest Workplaces for DiversityEarly Access to Paycheck with Earned Wage Access is available for Hourly Associates (outside of CA)Make Lives Better Including Your Own.If you want to work in an environment where you can become your best possible self, join us! Youll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness.Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Additional benefits offered include, but are not limited to:Tuition ReimbursementPet InsuranceAdoption Reimbursement BenefitsVariety of Associate DiscountsThis is an incentive based position, which may include bonuses, incentive or commission plans.Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply.Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination.To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year.

Maintains and/or improves upon the occupancy level and revenue production of the community in accordance with the marketing and business plans to include completing sales calls and closing sales. Develops and maintains relationships with and generates leads through residents, family, and professional referral sources. Plans, coordinates, and implements monthly prospect and/or referral source activities and events. Partners with Regional Sales management to develop and execute marketing plans and achieve community occupancy goals. Supervises the activities of at least two Full-time Equivalent (FTE) Marketing Coordinator(s) and/or Sales Counselor(s) to achieve the desired results of the community marketing and business plans.Maintains and/or improves upon the occupancy level of the community in accordance with the marketing and business plans of the community.Closes sales by assisting prospective residents, their family members, and/or advisors in the decision-making process by understanding their needs and educating them about how services and programs can meet their needs. Responds promptly to every telephone call or in-person inquiry from all referral sources, prospective residents, and families. Provides appropriate community and company information to anyone who inquires.Utilizes sales processes, systems, and forms for external and internal sales to perform job duties, track information, compile data and reports, and achieve desired community occupancy goals.Completes outside Business Development sales calls to meet or exceed the established goals for professional leads per week as set by the community marketing plan with Regional Sales management guidance. Contact sources include legal and financial professionals, senior organizations, appropriate special interest groups, hospital discharge planners, skilled nursing facilities, retirement communities, clergy, medical insurance providers, and other local community contacts.Develops and maintains relationships with and generates leads through residents, family, and professional referral sources on a weekly basis. Provides information and conducts presentations about services and programs, market advantages, availability, and other relevant information to meet the needs of prospective referral sources and community groups.Plans, coordinates, and implements monthly prospect and/or referral source activities and events as specified by the community marketing plan, Executive Director, and Regional Sales management. Follows up and executes sales processes with all leads from events.Partners with Regional Sales management to develop and execute marketing plans and achieve community occupancy goals. Researches and provides recommendations for content and delivery of brochures, flyers, press releases and other forms of media that promote the community services. Adheres to procedures in the development of advertising materials by working with Brookdales Creative Services group.Monitors conversion ratios regarding Business Development calls to direct referrals, prospect calls, and tours and collects and analyzes data to prepare weekly and monthly reports. Provides frequent sales performance issue information to Regional Sales management.Maintains working knowledge of the lead management system and uses system to maximize sales effectiveness.Supervises the activities of at least two FTEs, Marketing Coordinator(s) and/or Sales Counselor(s), to achieve the desired results of the community marketing and business plans.This job description represents an overview of the responsibilities for the above referenced position. It is not intended to represent a comprehensive list of responsibilities. An associate should perform all duties as assigned by his/her supervisor.Voted by Newsweek in 2024 as one of America's Greatest Workplaces for DiversityMake Lives Better Including Your Own.If you want to work in an environment where you can become your best possible self, join us! Youll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness.Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Additional benefits offered include, but are not limited to:Tuition ReimbursementPet InsuranceAdoption Reimbursement BenefitsVariety of Associate DiscountsThis is an incentive based position, which may include bonuses, incentive or commission plans.Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply.To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year.

Under limited supervision, receives walk-in/call-in visitors and uses software systems to identify and contact leads provided by the Business Development Coordinator and current community residents. Effectively explains and demonstrates to prospective residents and their families the benefits of residing and receiving care at the community. Communicates sales and contractual information and closes contract sales to maintain and improve occupancy levels. Solicits assistance of community staff to promote and explain community services, practices, policies, pricing and other information necessary to close the sale.Routinely reviews software databases to identify and follow-up on leads from all sources. Calls a lead and obtains additional information on personal residential and care needs. Encourages prospective residents and families to make wait list deposits. Maintains long term contact with prospects to encourage continued familiarity. Encourages and promotes visits and tours of community(s). Meets established goals regarding contacts and tours to achieve desired sales goals. Enters updated prospective resident information and status of relationship into the lead management system.Maintains positive and understanding relationships with current residents and their family. Encourages their positive promotion of community to friends, acquaintances and family. Identifies religious, civic and social groups to which current residents belong to expand referral network. Cultivate leads with current residents through positive interaction and interest in activities and concerns. Follows-up with resident referrals as identified. Explains and promotes the Resident Referral Program to current residents.Assists in identifying innovative events and methods to increase visitation of targeted groups. Assists in planning, sponsoring, organizing, and executing special events to inform and attract referrals and prospects to visit community. Presents and demonstrates the value and benefits of the community for its residents as appropriate to stimulate interest and sales.Obtains and maintains knowledge of competitors. Communicates community features to best compete with competitors strengths and weaknesses. May visit competitors communities to understand how to best refer and market services and products.Conducts personal tours of communities for prospective residents and family. Schedules meetings with staff department heads as requested or as deemed necessary to effectively convince potential residents of abilities to meet their residential and care needs. Understands needs of potential residents to highlight community features that will satisfy them.Explains fee structure in a manner that will be most meaningful and that will clearly reflect the benefits of prospective residents choices. Explains the physical and financial assessment processes to prospects and coordinates required staff interviews and credit checks.Closes contractual arrangements. Communicates availability of units and status of waiting lists. Obtains necessary personal information and prepares standard, legal documents required for signature. Communicates pricing structures and service rates. Obtains signatures, required deposits and authorizations for move-ins.Requests assistance of marketing assistant when appropriate to coordinate needs relating to logistics of new resident moves including such things as transference of keys, furniture move-in coordination, unit preparation, new resident orientation and welcoming, etc. Maintains continued contact to reflect concern and interest for their continued wellbeing and satisfaction after relocation to the community.May provide input regarding the development of promotional brochures, videos and mailings as used in networking referrals and marketing to prospective residents.Prepares written reports and communicates status of current success in a clear and concise manner.This job description represents an overview of the responsibilities for the above referenced position. It is not intended to represent a comprehensive list of responsibilities. An associate should perform all duties as assigned by his/her supervisor.Voted by Newsweek in 2024 as one of America's Greatest Workplaces for DiversityEarly Access to Paycheck with Earned Wage Access is available for Hourly Associates (outside of CA)Make Lives Better Including Your Own.If you want to work in an environment where you can become your best possible self, join us! Youll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness.Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Additional benefits offered include, but are not limited to:Tuition ReimbursementPet InsuranceAdoption Reimbursement BenefitsVariety of Associate DiscountsThis is an incentive based position, which may include bonuses, incentive or commission plans.Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply.To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year.