Job Description
Job DescriptionJob Title: Family Advisor
Department: Sales & Marketing
Reports To: Executive Director / Regional Director of Sales
FLSA Status: Exempt
Position Summary
The Family Advisor serves as the primary sales and relationship leader for the community, guiding prospective residents and their families through the decision-making process of transitioning into senior living. This role blends consultative sales, education, and emotional support to ensure families feel informed, confident, and supported while selecting the appropriate level of care.
The Family Advisor is responsible for achieving occupancy goals while maintaining a compassionate, ethical, and resident-centered approach that aligns with the organization’s mission and values.
Key ResponsibilitiesSales & Occupancy Management
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Manage the full sales cycle from initial inquiry through move-in, including follow-up, tours, assessments, and closing
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Achieve and exceed monthly and annual occupancy and revenue targets
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Conduct in-depth discovery conversations to understand family needs, care requirements, and financial considerations
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Present appropriate levels of care and pricing options clearly and transparently
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Maintain accurate sales pipeline and documentation in CRM systems
Family & Resident Engagement
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Serve as a trusted advisor to families during emotionally complex transitions
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Build strong relationships with prospective residents, families, and referral sources
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Coordinate move-in processes to ensure a smooth and welcoming transition
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Partner with clinical and operations teams to align care needs with community capabilities
Referral & Community Outreach
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Develop and maintain referral relationships with hospitals, rehab centers, physicians, social workers, and community partners
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Represent the community at networking events, health fairs, and professional meetings
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Maintain ongoing engagement with past prospects and referral partners
Collaboration & Communication
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Work closely with Executive Director, Director of Health & Wellness, and operations leaders to align sales strategy with care capacity
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Participate in daily stand-ups, sales meetings, and occupancy planning discussions
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Communicate honestly and ethically regarding availability, care expectations, and community services
Data, Reporting & Compliance
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Maintain accurate records in CRM and marketing systems
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Track and report sales metrics including leads, tours, conversion rates, and move-ins
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Ensure compliance with all regulatory, ethical, and organizational standards
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Protect resident and family confidentiality at all times
QualificationsRequired
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Minimum of 2–3 years of sales experience, preferably in senior living, healthcare, hospitality, or service-based industries
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Strong interpersonal, communication, and relationship-building skills
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Demonstrated ability to close sales while maintaining empathy and professionalism
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Comfort working with families during sensitive and emotional situations
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Proficiency with CRM systems and basic office technology
Preferred
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Senior living, healthcare, or long-term care experience
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Knowledge of IL, AL, and/or Memory Care service models
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Bachelor’s degree in marketing, business, healthcare administration, or related field
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Experience working with referral sources and community partners
Core Competencies
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Consultative, relationship-based selling
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Emotional intelligence and active listening
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Organization and time management
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Ethical decision-making
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Collaboration across clinical and operational teams
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Results-driven with a compassionate approach
Work Environment & Expectations
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Primarily on-site with occasional evening or weekend events
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Professional appearance and demeanor required
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Ability to walk the community, conduct tours, and attend off-site meetings as needed
Why This Role Matters
The Family Advisor plays a critical role in helping families navigate one of life’s most important decisions. Success in this role requires balancing business goals with empathy, honesty, and trust—ensuring residents and families feel confident, supported, and cared for from the very first conversation.