Senior Living Consultant

The Senior Living Consultant is responsible for independently planning and carrying out census development, marketing, community outreach, and referral development activities to support occupancy growth and increase community awareness of Royale Oaks Assisted Living and House of Hope Assisted Living & Memory Care. The position develops and maintains relationships with prospective residents and families, healthcare professionals, referral sources, community organizations, and other individuals who may benefit from or recommend our assisted living and memory care services.

The Senior Living Consultant serves as a knowledgeable and welcoming point of contact for individuals exploring senior living options and helps guide prospective residents and families from initial inquiry through the decision-making and admission process.

The position independently manages census development and outreach activities, builds referral relationships, follows prospective residents through the decision-making process, and supports the Resident Services Director (RSD) and Administrator in admissions and occupancy growth.

Success in this position is measured primarily through growth in qualified leads, referral relationships, community awareness, tours, admissions, and achievement of established occupancy goals.

1. Census Development, Sales & Lead Management

Independently develop, recommend, and implement ongoing census-development strategies designed to increase assisted living and memory care occupancy and achieve established organizational goals.

Collaborate with the Florence Home Community Liaison and community leadership to identify and prioritize our organization through professional referral opportunities and placement strategies.

Respond promptly and professionally to inquiries from prospective residents, families, referral sources, and community partners.

Develop relationships with prospective residents and families and maintain regular follow-up throughout their decision-making process.

Evaluate and maintain an effective system for tracking inquiries, referrals, tours, follow-up activities, admissions, and outcomes; assess available lead-management tools and recommend improvements to leadership. Explore the Matrix Care marketing module as a potential tracking system prior to 360 conversion.

Independently identify and evaluate barriers affecting prospective residents’ decisions and determine appropriate follow-up strategies; recommend operational, marketing, or service-related responses to the Administrator and appropriate team members when broader action is needed.

In collaboration with RSD, conduct tours for prospective residents, families, healthcare professionals, and referral sources, effectively communicating the benefits and unique qualities of each community.

Maintain current knowledge of community services, amenities, pricing, availability, admission criteria, payer sources, and other information necessary to accurately communicate with prospective residents and families.

Analyze competing senior living communities, local market conditions, and referral patterns to guide outreach priorities and recommendations to leadership.

Analyze and report on leads, tours, referral activity, admissions, lost opportunities, conversion rates, and progress toward census goals; identify trends and recommend adjustments to census-development strategies

2. Community Outreach, Networking & Referral Development

Develop and maintain strong relationships with hospitals, physician offices, clinics, rehabilitation providers, home health and hospice agencies, senior centers, independent living communities, skilled nursing facilities, social workers, case managers, discharge planners, senior service organizations, churches, community organizations, and other potential referral sources.

Independently plan and conduct regular in-person outreach to existing and prospective referral sources, determining the frequency, priorities, and approach based on census needs, referral potential, and market conditions.

Evaluate and prioritize new referral opportunities and independently develop relationships that increase awareness of Royale Oaks and House of Hope.

Represent the communities at networking groups, community events, health fairs, educational programs, senior events, professional meetings, and other appropriate activities.

Develop and coordinate opportunities to bring referral sources and community members into the communities through tours, educational programs, networking events, open houses, support groups, and other events, exercising judgment regarding which opportunities best support census and organizational objectives.

Evaluate, develop, and recommend presentations, partnerships, sponsorships, and community initiatives that increase visibility, strengthen the organization's reputation, and support census growth.

Serve as a positive representative of the organization and promote a consistent and professional image throughout the community.

Monitor community needs and prospective resident trends to identify new census-development and outreach opportunities.

3. Admission Support

Coordinate with the RSD, Administrator, and designated team members regarding the pre-admission and admission process and independently manage assigned non-clinical steps necessary to advance qualified prospects through the process.

Gather preliminary information from prospective residents, families, and referral sources to assist the clinical team in determining whether the individual's needs may be appropriately met within the community.

Coordinate receipt of necessary records and information for clinical review when appropriate.

Independently coordinate tours, assessments, follow-up visits, record requests, and other non-clinical steps necessary to move prospective residents efficiently through the admission process, determining appropriate timing and follow-up based on individual circumstances.

Explain community services, amenities, general admission processes, pricing, and available payer options within the scope of the position.

Maintain communication with prospective residents and families throughout the admission process, independently determining appropriate follow-up and coordinating with the RSD, Administrator, nursing, or other departments when issues require clinical or administrative decision-making.

Serve as a liaison between prospective residents/families, referral sources, RSD, the Administrator, nursing, and other departments involved in admission.

Help ensure new residents and families receive a welcoming and organized transition into the community.

Follow up with new residents and/or representatives following admission to help identify questions or concerns and support a positive transition.

Maintain confidentiality of all prospective resident and resident information in accordance with HIPAA and organizational policies.

4. Professionalism & Organizational Responsibilities

Maintain a working knowledge of Nebraska Assisted Living regulations applicable to the position.

Protect resident rights and maintain confidentiality of resident and prospective resident information.

Maintain professional and cooperative relationships with all departments.

Communicate accurate information and avoid making commitments regarding services, pricing, payer coverage, or resident acceptance outside the authority of the position.

Develop and recommend marketing strategies and independently coordinate marketing initiatives, advertisements, flyers, website content, articles, social media content, and other outreach materials within established organizational standards and approved budget parameters.

Attend meetings, educational programs, and required training.

Complete assignments and required documentation in a timely manner.

Work independently with general direction from the Administrator, ma